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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.

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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.73B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.97B
3
BlackRock
3
BlackRock
New York
$6.37B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$7.21B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$885M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
976
Calton & Associates
Florida
$212K +$212K +897 New
9WM
977
9258 Wealth Management
Ohio
$211K +$211K +951 New
EI
978
Ellevest Inc
New York
$210K +$22K +93 +12%
IA
979
IFG Advisory
Georgia
$208K +$208K +882 New
BPA
980
Beacon Pointe Advisors
California
$206K -$478K -2,019 -70%
SS
981
Simplicity Solutions
Minnesota
$206K -$120K -507 -37%
Simplex Trading
982
Simplex Trading
Illinois
$205K +$113K +480 +124%
SF
983
Symphony Financial
Texas
$205K +$205K +867 New
TWA
984
TCI Wealth Advisors
Arizona
$204K – – –
PI
985
Pachira Investments
California
$204K +$204K +861 New
IF
986
IRON Financial
Illinois
$203K +$203K +858 New
FFM
987
Fullerton Fund Management
Singapore
$203K +$203K +858 New
AWM
988
Apollon Wealth Management
South Carolina
$202K +$78K +330 +63%
KCPG
989
Kavar Capital Partners Group
Kansas
$202K +$202K +855 New
FB
990
Fulton Bank
Pennsylvania
$201K +$201K +849 New
PPCM
991
Pillar Pacific Capital Management
California
$200K +$200K +846 New
AIM
992
Anchor Investment Management
South Carolina
$198K +$8.51K +36 +4%
SMG
993
Spectrum Management Group
Indiana
$195K – – –
AIM
994
AIA Investment Management
Singapore
$183K +$52.5K +222 +40%
WB
995
West Bancorporation
Iowa
$177K – – –
KLWA
996
Kelly Lawrence W & Associates
California
$173K – – –
WAM
997
Wolverine Asset Management
Illinois
$168K +$168K +714 New
PW
998
Price Wealth
Texas
$162K +$134K +564 +470%
PFS
999
Prospera Financial Services
Texas
$151K +$151K +639 New
LTI
1000
Laffer Tengler Investments
Tennessee
$146K – – –
38 39
40
41 42