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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.

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 %
PG
1026
Pendal Group
Australia
$245K +$245K +897 New
ECM
1027
EMC Capital Management
Texas
$245K +$245K +900 New
CG
1028
Clarus Group
Texas
$242K +$242K +900 New
FPS
1029
Fieldpoint Private Securities
Connecticut
$239K +$239K +876 New
GA
1030
Greytown Advisors
Florida
$237K +$237K +870 New
CBFP
1031
Cedar Brook Financial Partners
Ohio
$236K -$18.8K -69 -7%
TWA
1032
TCI Wealth Advisors
Arizona
$236K +$817 +3 +0.3%
GB
1033
Goepper Burkhardt
South Carolina
$236K +$236K +864 New
TU
1034
TDAM USA
Ontario, Canada
$236K +$236K +867 New
SF
1035
Symphony Financial
Texas
$235K +$4K +15 +2%
KCPG
1036
Kavar Capital Partners Group
Kansas
$233K – – –
VA
1037
Valmark Advisers
Ohio
$232K -$22.1K -81 -9%
FB
1038
Fulton Bank
Pennsylvania
$232K – – –
PPCM
1039
Pillar Pacific Capital Management
California
$232K +$1.63K +6 +0.7%
9WM
1040
9258 Wealth Management
Ohio
$229K -$30.3K -111 -12%
HHGA
1041
Halbert Hargrove Global Advisors
California
$229K +$229K +840 New
EPWM
1042
Essex Private Wealth Management
Massachusetts
$229K +$229K +843 New
MPPLM
1043
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$228K +$228K +837 New
IF
1044
IRON Financial
Illinois
$227K -$7.38K -27 -3%
CMBA
1045
C.M. Bidwell & Associates
Hawaii
$226K +$226K +828 New
SMG
1046
Spectrum Management Group
Indiana
$225K – – –
SHWM
1047
Smith & Howard Wealth Management
Georgia
$224K -$111K -408 -33%
FNBOO
1048
First National Bank of Omaha
Nebraska
$224K +$224K +822 New
D
1049
Diversified
Delaware
$224K +$224K +945 New
GW
1050
GW & Wade
Massachusetts
$222K +$222K +813 New
40 41
42
43 44