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Intuitive Surgical
ISRG

Overview Fund Activity

1,147 hedge funds and large institutions have $72.9B invested in Intuitive Surgical in 2020 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 409 increasing their positions, 368 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+104
Holders Change %
+9.97%
% of All Funds
23.2%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.61%
New
168
Increased
409
Reduced
368
Closed
58
Calls
$1.52B
Puts
$1.38B
Net Calls
+$140M
Net Calls Change
+$147M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.16B
2
Polen Capital Management
Polen Capital Management
Florida
$699M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$720M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$128M
5
UBS AM
UBS AM
Illinois
$342M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.97B
3
BlackRock
BlackRock
New York
$6.37B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.21B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$885M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
951
LexAurum Advisors
Kansas
$226K +$226K +957 New
AIM
952
Acropolis Investment Management
Missouri
$224K – – –
IIM
953
Ipswich Investment Management
Massachusetts
$224K +$224K +945 New
GIA
954
Guyasuta Investment Advisors
Pennsylvania
$224K +$224K +948 New
BOPW
955
Brandywine Oak Private Wealth
Pennsylvania
$224K +$224K +951 New
TNA
956
True North Advisors
Texas
$223K +$223K +945 New
JWCA
957
J.W. Coons Advisors
Ohio
$223K +$223K +945 New
EWM
958
Evercore Wealth Management
New York
$222K +$222K +939 New
CBFP
959
Cedar Brook Financial Partners
Ohio
$221K +$221K +933 New
BBNA
960
Bremer Bank National Association
Minnesota
$221K +$221K +933 New
BWCS
961
Beirne Wealth Consulting Services
Connecticut
$221K +$221K +936 New
VA
962
Valmark Advisers
Ohio
$220K +$220K +930 New
JSA
963
Jacobson & Schmitt Advisors
Wisconsin
$218K +$218K +921 New
LSAG
964
Lake Street Advisors Group
New Hampshire
$215K +$215K +909 New
VCA
965
Verdence Capital Advisors
Maryland
$214K +$214K +903 New
BCM
966
Brasada Capital Management
Texas
$213K +$213K +900 New
EIA
967
Edgemoor Investment Advisors
Maryland
$213K +$213K +900 New
FWCM
968
Ferguson Wellman Capital Management
Oregon
$213K +$213K +900 New
RSS
969
Rosenblum Silverman Sutton
California
$213K +$213K +900 New
BC
970
Burney Company
Virginia
$213K +$213K +900 New
CA
971
Callahan Advisors
Texas
$213K +$213K +900 New
MIH
972
Meitav Investment House
Israel
$213K +$213K +900 New
MA
973
Mutual Advisors
Nebraska
$213K +$213K +900 New
UWPG
974
Ullmann Wealth Partners Group
Florida
$213K +$213K +900 New
NAMP
975
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$213K +$213K +900 New
37 38
39
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