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Intuitive Surgical
ISRG

Overview Fund Activity

1,043 hedge funds and large institutions have $58.6B invested in Intuitive Surgical in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 426 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+42
Holders Change %
+4.2%
% of All Funds
21.44%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.45%
New
125
Increased
426
Reduced
301
Closed
77
Calls
$999M
Puts
$1.01B
Net Calls
-$6.78M
Net Calls Change
+$423M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$558M
2
BlackRock
2
BlackRock
New York
$5.32B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$642M
4
JSP
4
Jackson Square Partners
California
$346M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.86B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.56B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$388M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
GQG Partners
4
GQG Partners
Florida
$0
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
976
Evoke Wealth
California
$22K -$2.9K -15 -12%
HI
977
Hudock Inc
Pennsylvania
$22K – – –
HI
978
Human Investing
Oregon
$21K – – –
EWA
979
Evolution Wealth Advisors
Florida
$21K +$568 +3 +3%
FHA
980
First Horizon Advisors
Tennessee
$19K – – –
CCM
981
Cribstone Capital Management
Maine
$19K – – –
EFSCE
982
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$2.38K +12 +14%
BBHC
983
Brown Brothers Harriman & Co
New York
$18K +$7.31K +39 +68%
RA
984
Rational Advisors
New York
$18K +$18K +96 New
NIM
985
NuWave Investment Management
New Jersey
$18K +$18K +96 New
CA
986
Centerpoint Advisors
Massachusetts
$18K +$18K +96 New
AA
987
AlphaMark Advisors
Kentucky
$17K -$23.4K -120 -58%
VRM
988
Vectors Research Management
New York
$17K – – –
BCM
989
Blume Capital Management
California
$17K – – –
CCA
990
Column Capital Advisors
Indiana
$17K +$6.03K +33 +55%
PA
991
Perennial Advisors
New York
$17K +$17K +90 New
AF
992
Allworth Financial
California
$17K +$17K +90 New
FANJ
993
Financial Architects (New Jersey)
New Jersey
$16K -$72K -378 -82%
WCG
994
Weaver Consulting Group
California
$15K – – –
ATC
995
Adirondack Trust Company
New York
$14K -$28K -120 -67%
SWM
996
Sugarloaf Wealth Management
Georgia
$14K – – –
DAM
997
Delta Asset Management
Tennessee
$14K – – –
MF
998
Manchester Financial
California
$14K – – –
Fidelity International
999
Fidelity International
Bermuda
$14K +$6.72K +36 +92%
PA
1000
Procyon Advisors
Connecticut
$14K +$13.4K +72 +2,400%
38 39
40
41 42