ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,001 hedge funds and large institutions have $50.5B invested in Intuitive Surgical in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 382 increasing their positions, 353 reducing their positions, and 125 closing their positions.

Holders
1,001
Holders Change
-18
Holders Change %
-1.77%
% of All Funds
22.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.6%
New
120
Increased
382
Reduced
353
Closed
125
Calls
$836M
Puts
$1.27B
Net Calls
-$430M
Net Calls Change
+$991M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$710M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$350M
3
Capital World Investors
3
Capital World Investors
California
$2.46B
4
SGA
4
Sustainable Growth Advisers
Connecticut
$237M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$466M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$466M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$473M
3
JFA
3
Johanson Financial Advisors
California
$320K
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$480M
5
Coatue Management
5
Coatue Management
New York
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
976
Solstein Capital
California
$4K 9 -21 -70%
RFM
977
Royal Fund Management
Florida
$4K 10 – –
RBC
978
Roble Belko & Company
Pennsylvania
$4K 9 – –
SFG
979
Sowa Financial Group
Rhode Island
$4K 9 +9 New
PFP
980
Pinnacle Financial Partners
Tennessee
$3K 6 – –
BWA
981
BDO Wealth Advisors
Florida
$3K 6 +6 New
GWMIA
982
Global Wealth Management Investment Advisory
Florida
$3K 6 +6 New
BDWM
983
Brewin Dolphin Wealth Management
Ireland
$2.97K 6 +6 New
MLL
984
Moody Lynn & Lieberson
Massachusetts
$2.82K 5,696 -521 -8%
VCS
985
Vaughan & Co Securities
New Jersey
$2.48K 5 +5 New
CMBA
986
C.M. Bidwell & Associates
Hawaii
$2K 4 – –
JGIA
987
Jackson Grant Investment Advisers
Connecticut
$2K 4 – –
AC
988
AlphaCore Capital
California
$2K 5 +5 New
KFS
989
Kelly Financial Services
Massachusetts
$1.49K 3 +3 New
SCA
990
Stonebridge Capital Advisors
Minnesota
$1K 3 -7 -70%
TL
991
TrueWealth LLC
Georgia
$1K 3 -6 -67%
PCTC
992
Perkins Coie Trust Company
Washington
$1K 2 -4 -67%
SL
993
Savior LLC
Massachusetts
$1K 3 – –
LWA
994
Lowe Wealth Advisors
Maryland
$1K 2 – –
DCM
995
Davidson Capital Management
Texas
$1K 1 – –
DI
996
Disciplined Investments
Oklahoma
$1K 3 – –
CAL
997
Capital Analysts LLC
Pennsylvania
$1K 3 – –
NL
998
NWAM LLC
Washington
$604 1,220 +1,220 New
WA
999
WBH Advisory
Maryland
$250 506 – –
TI
1000
tru Independence
Oregon
$5 11 – –
38 39
40
41 42