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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 %
BCA
1001
Berman Capital Advisors
Georgia
$142K +$23.9K +102 +20%
TPCW
1002
TD Private Client Wealth
New York
$138K -$42.6K -180 -24%
VFA
1003
Valeo Financial Advisors
Indiana
$138K -$80K -339 -37%
ST
1004
Smithfield Trust
Pennsylvania
$135K +$20.6K +87 +18%
POIA
1005
Pin Oak Investment Advisors
Texas
$135K +$135K +570 New
BWM
1006
BerganKDV Wealth Management
Minnesota
$134K – – –
SIAS
1007
Shine Investment Advisory Services
Colorado
$121K – – –
CCM
1008
Covington Capital Management
California
$118K – – –
ALAM
1009
Asahi Life Asset Management
Japan
$114K -$299K -1,260 -72%
RFA
1010
Reilly Financial Advisors
California
$110K – – –
AWA
1011
Arkadios Wealth Advisors
Georgia
$110K -$3.01K -12 -3%
First Manhattan
1012
First Manhattan
New York
$106K – – –
WC
1013
Wexford Capital
Florida
$105K +$105K +444 New
SAM
1014
S.A. Mason
Michigan
$103K -$710 -3 -0.7%
PB
1015
Pinnacle Bancorp
Nebraska
$96K – – –
FMII
1016
Farmers & Merchants Investments Inc
Nebraska
$96K +$1.41K +6 +1%
GC
1017
Giverny Capital
Quebec, Canada
$96K +$96K +405 New
WEC
1018
Winslow Evans & Crocker
Massachusetts
$93K -$42.6K -180 -31%
KPCM
1019
Kings Point Capital Management
New York
$93K +$7.1K +30 +8%
NFG
1020
Next Financial Group
Texas
$93K +$93K +393 New
LWA
1021
Lenox Wealth Advisors
New York
$88K – – –
TSW
1022
Thompson Siegel & Walmsley
Virginia
$85K – – –
PFGIA
1023
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$7.83K +33 +10%
TF
1024
TimeScale Financial
Massachusetts
$84K +$42K +177 +100%
DSC
1025
Duncker Streett & Co
Missouri
$81K – – –
39 40
41
42 43