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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 Market Value Shares Shares
Change 		Shares
Change %
AF
1026
Advisornet Financial
Minnesota
$78K 110 -78 -41%
FPFS
1027
First Personal Financial Services
North Carolina
$77K 108 – –
TFO
1028
Tarbox Family Office
California
$77K 109 +11 +11%
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$75K 106 -302 -74%
HS
1030
Horan Securities
United States
$73K 103 -50 -33%
VCM
1031
Versant Capital Management
Arizona
$73K 103 – –
CFD
1032
Creative Financial Designs
Indiana
$72K 101 – –
PP
1033
PrairieView Partners
Minnesota
$71K 100 – –
EIP
1034
Ellis Investment Partners
Pennsylvania
$70K 100 – –
CAGAS
1035
Capital Advisory Group Advisory Services
Minnesota
$70K 99 +21 +27%
ZB
1036
Zions Bancorporation
Utah
$69K 97 – –
PCG
1037
Private Capital Group
Connecticut
$69K 97 – –
GWS
1038
Glassman Wealth Services
Virginia
$68K 96 +18 +23%
HGWM
1039
Harvest Group Wealth Management
Massachusetts
$67K 95 – –
C
1040
Cerebellum
California
$66K 93 -254 -73%
RWG
1041
Regal Wealth Group
California
$65K 92 – –
CI
1042
CX Institutional
Indiana
$65K 91 +15 +20%
NSIM
1043
North Star Investment Management
Illinois
$64K 90 – –
GEA
1044
Glen Eagle Advisors
New Jersey
$63.9K 90 – –
FCH
1045
Freestone Capital Holdings
Washington
$63.9K 90 +90 New
WPA
1046
West Paces Advisors
Georgia
$61K 86 – –
MHR
1047
Matthew Hamilton Rosenberg
$60K 85 – –
TIM
1048
Tortoise Investment Management
New York
$57K 81 – –
SFSIG
1049
San Francisco Sentry Investment Group
California
$55K 78 -2 -3%
BWM
1050
Baystate Wealth Management
Massachusetts
$55K 77 – –
40 41
42
43 44