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

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$337M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$7.85B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.23B
4
Morgan Stanley
4
Morgan Stanley
New York
$4.59B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
976
RB Capital Management
Nevada
$282K +$13.9K +51 +5%
PFS
977
Prospera Financial Services
Texas
$279K +$105K +384 +60%
PM
978
Parametrica Management
Hong Kong
$278K -$1.76M -6,456 -86%
PAM
979
Palisade Asset Management
Minnesota
$278K – – –
TPWA
980
TRUE Private Wealth Advisors
Oregon
$274K -$26.2K -96 -9%
UCMOK
981
United Capital Management of KS
Kansas
$274K -$16.4K -60 -6%
LFAS
982
Level Four Advisory Services
Texas
$273K -$71.1K -261 -21%
AA
983
Argent Advisors
Louisiana
$272K – – –
SFO
984
Stokes Family Office
Louisiana
$272K +$2.45K +9 +0.9%
OIA
985
OneDigital Investment Advisors
Kansas
$272K +$272K +999 New
ACA
986
Affinity Capital Advisors
California
$272K +$272K +999 New
WF
987
WoodTrust Financial
Wisconsin
$270K -$20.5K -75 -7%
AIA
988
AIMZ Investment Advisors
California
$270K – – –
CIC
989
Chilton Investment Company
Connecticut
$270K – – –
AIM
990
Anchor Investment Management
South Carolina
$269K +$40.9K +150 +18%
VWM
991
Venturi Wealth Management
Texas
$268K -$27K -99 -9%
CWP
992
Capital Wealth Planning
Florida
$267K -$584K -2,355 -69%
AII
993
AGF Investments Inc
Ontario, Canada
$263K +$263K +966 New
LA
994
LexAurum Advisors
Kansas
$261K – – –
LSAG
995
Lake Street Advisors Group
New Hampshire
$260K +$12.3K +45 +5%
GIA
996
Guyasuta Investment Advisors
Pennsylvania
$259K – – –
IIM
997
Ipswich Investment Management
Massachusetts
$258K – – –
AIM
998
Acropolis Investment Management
Missouri
$258K – – –
GA
999
Geller Advisors
New York
$258K +$258K +801 New
JWCA
1000
J.W. Coons Advisors
Ohio
$257K – – –
38 39
40
41 42