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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 %
BOPW
1001
Brandywine Oak Private Wealth
Pennsylvania
$256K -$2.45K -9 -0.9%
TNA
1002
True North Advisors
Texas
$256K -$1.64K -6 -0.6%
BBNA
1003
Bremer Bank National Association
Minnesota
$256K +$1.64K +6 +0.6%
HCM
1004
Hall Capital Management
Rhode Island
$256K +$256K +939 New
BWCS
1005
Beirne Wealth Consulting Services
Connecticut
$255K – – –
AS
1006
Altshuler Shaham
Israel
$254K +$192K +705 +309%
AI
1007
Accredited Investors
Minnesota
$254K +$254K +930 New
RF
1008
Rollins Financial
Georgia
$254K +$254K +930 New
FMTC
1009
Farmers & Merchants Trust Company
California
$254K +$254K +933 New
LHC
1010
Little House Capital
Massachusetts
$252K -$24.5K -90 -9%
EWM
1011
Evercore Wealth Management
New York
$252K -$4.93K -18 -2%
PFG
1012
PAX Financial Group
Texas
$252K +$252K +924 New
JSA
1013
Jacobson & Schmitt Advisors
Wisconsin
$251K – – –
VCA
1014
Verdence Capital Advisors
Maryland
$251K +$4.91K +18 +2%
SBWIC
1015
Schaper Benz & Wise Investment Counsel
Wisconsin
$251K +$251K +921 New
GDP
1016
Great Diamond Partners
Maine
$250K -$10.6K -39 -4%
EIA
1017
Edgemoor Investment Advisors
Maryland
$248K +$2.46K +9 +1%
BCM
1018
Brasada Capital Management
Texas
$245K – – –
UWPG
1019
Ullmann Wealth Partners Group
Florida
$245K – – –
BC
1020
Burney Company
Virginia
$245K – – –
CA
1021
Callahan Advisors
Texas
$245K – – –
MIH
1022
Meitav Investment House
Israel
$245K – – –
FWCM
1023
Ferguson Wellman Capital Management
Oregon
$245K – – –
RSS
1024
Rosenblum Silverman Sutton
California
$245K – – –
NAMP
1025
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$245K – – –
39 40
41
42 43