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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 %
RIM
1001
Rockbridge Investment Management
New York
$14K +$14K +75 New
SIM
1002
Sonora Investment Management
Arizona
$13K -$281K -1,494 -96%
AS
1003
Altshuler Shaham
Israel
$13K -$5.91K -30 -31%
GI
1004
Gradient Investments
Minnesota
$13K -$2.83K -15 -18%
CFFP
1005
Center for Financial Planning
Michigan
$12K – – –
SBL
1006
Sargent Bickham Lagudis
Colorado
$12K +$2.86K +15 +31%
RIA
1007
RPG Investment Advisory
California
$11K -$5.53M -30,174 -100%
MPWT
1008
MassMutual Private Wealth & Trust
Connecticut
$11K -$3.3K -18 -23%
BBA
1009
Braun-Bostich & Associates
Pennsylvania
$11K – – –
SWM
1010
Selective Wealth Management
Virginia
$11K – – –
FCA
1011
FinTrust Capital Advisors
South Carolina
$11K +$2.75K +15 +33%
TWP
1012
TFO Wealth Partners
Ohio
$11K +$11K +60 New
MWA
1013
MFA Wealth Advisors
Pennsylvania
$10.3K +$10.3K +54 New
TCM
1014
Tradewinds Capital Management
Washington
$10K – – –
Kayne Anderson Rudnick Investment Management
1015
Kayne Anderson Rudnick Investment Management
California
$10K – – –
SWA
1016
Sutton Wealth Advisors
Florida
$9.69K -$5.13K -27 -35%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1017
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K +$9K +48 New
EWP
1018
Engrave Wealth Partners
Texas
$8K – – –
VNA
1019
Valley National Advisers
Pennsylvania
$8K – – –
TJHA
1020
Thomas J. Herzfeld Advisors
Florida
$8K +$8K +33 New
FFC
1021
First Financial Corp
Indiana
$7K – – –
M
1022
MOTCO
Texas
$7K – – –
AWM
1023
Atticus Wealth Management
Florida
$6K – – –
HFM
1024
Hartford Financial Management
Connecticut
$6K – – –
LFG
1025
Larson Financial Group
Missouri
$6K +$6K +33 New
39 40
41
42 43