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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RBC
1026
Roble Belko & Company
Pennsylvania
$5K 9 – –
CWC
1027
Carolinas Wealth Consulting
North Carolina
$5K 8 +8 New
WAS
1028
Winch Advisory Services
Wisconsin
$4K 7 +7 New
BDWM
1029
Brewin Dolphin Wealth Management
Ireland
$3.42K 6 – –
PFP
1030
Pinnacle Financial Partners
Tennessee
$3K 6 – –
BWA
1031
BDO Wealth Advisors
Florida
$3K 6 – –
GWMIA
1032
Global Wealth Management Investment Advisory
Florida
$3K 6 – –
ARMC
1033
American Research & Management Company
Massachusetts
$3K 6 +6 New
SCA
1034
Stonebridge Capital Advisors
Minnesota
$2K 3 – –
TL
1035
TrueWealth LLC
Georgia
$2K 3 – –
DI
1036
Disciplined Investments
Oklahoma
$2K 3 – –
SL
1037
Savior LLC
Massachusetts
$2K 3 – –
JGIA
1038
Jackson Grant Investment Advisers
Connecticut
$2K 4 – –
CAL
1039
Capital Analysts LLC
Pennsylvania
$2K 3 – –
KFS
1040
Kelly Financial Services
Massachusetts
$1.71K 3 – –
PCTC
1041
Perkins Coie Trust Company
Washington
$1K 2 – –
PFO
1042
Pathstone Family Office
New Jersey
$1K 1 – –
DCM
1043
Davidson Capital Management
Texas
$1K 1 – –
TI
1044
tru Independence
Oregon
$6 11 – –
Winslow Capital Management
1045
Winslow Capital Management
Minnesota
– – -279,702 Closed
GQG Partners
1046
GQG Partners
Florida
– – -276,396 Closed
CIBC Private Wealth Group
1047
CIBC Private Wealth Group
Georgia
– – -175,100 Closed
Renaissance Technologies
1048
Renaissance Technologies
New York
– – -49,710 Closed
Coatue Management
1049
Coatue Management
New York
– – -44,224 Closed
AII
1050
AGF Investments Inc
Ontario, Canada
– – -41,454 Closed
40 41
42
43 44