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Intuitive Surgical
ISRG

Overview Fund Activity

1,247 hedge funds and large institutions have $83.5B invested in Intuitive Surgical in 2020 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 481 increasing their positions, 390 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+100
Holders Change %
+8.72%
% of All Funds
22.13%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.6%
New
170
Increased
481
Reduced
390
Closed
53
Calls
$1.73B
Puts
$1.42B
Net Calls
+$303M
Net Calls Change
+$163M

Top Buyers

1
HL
Harding Loevner
New Jersey
$218M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$190M
3
FAM
Fred Alger Management
New York
$184M
4
ESCM
Echo Street Capital Management
New York
$87.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$258M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$337M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.85B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.23B
4
Morgan Stanley
Morgan Stanley
New York
$4.59B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
951
Exencial Wealth Advisors
Oklahoma
$312K -$140K -513 -31%
HB
952
Homrich & Berg
Georgia
$309K +$309K +1,134 New
CMI
953
Clare Market Investments
Texas
$307K -$8.18K -30 -3%
XM
954
XTX Markets
New York
$306K -$151K -552 -33%
EI
955
Ellevest Inc
New York
$306K +$63.8K +234 +26%
BP
956
Ballentine Partners
Massachusetts
$305K -$137K -501 -31%
CCA
957
Cobblestone Capital Advisors
New York
$304K +$37.7K +138 +14%
CIAS
958
Capital Investment Advisory Services
North Carolina
$303K +$40.9K +150 +16%
GSWM
959
Golden State Wealth Management
California
$301K -$62.2K -228 -17%
EAMA
960
EFG Asset Management (Americas)
Florida
$299K -$54.1K -198 -15%
PCM
961
Prelude Capital Management
New York
$297K -$135K -495 -31%
EWA
962
Encompass Wealth Advisors
Oregon
$297K +$297K +1,089 New
GJIC
963
Gamble Jones Investment Counsel
California
$295K – – –
FP
964
Financial Perspectives
Minnesota
$295K – – –
ACM
965
Advisors Capital Management
New Jersey
$294K -$158K -582 -35%
VDI
966
Vaughan David Investments
Illinois
$294K -$23.7K -87 -7%
4WM
967
44 Wealth Management
Oregon
$293K +$293K +1,074 New
PCP
968
Proficio Capital Partners
Massachusetts
$292K +$12.3K +45 +4%
BCAM
969
Boston Common Asset Management
Massachusetts
$292K +$292K +1,071 New
LWAC
970
Laurel Wealth Advisors (California)
California
$288K +$9.82K +36 +4%
MCWS
971
McKinley Carter Wealth Services
West Virginia
$286K – – –
HWA
972
Heritage Wealth Advisors
Virginia
$286K – – –
FC
973
Financial Consulate
Maryland
$286K +$286K +1,047 New
VWA
974
Visionary Wealth Advisors
Illinois
$285K +$3.28K +12 +1%
RWM
975
Ritholtz Wealth Management
New York
$283K -$136K -498 -32%
37 38
39
40 41