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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 %
JCM
1051
Jacobi Capital Management
Pennsylvania
$55K 78 – –
FA
1052
Financial Advantage
Maryland
$54K 77 – –
AS
1053
Altshuler Shaham
Israel
$54K 76 +54 +245%
GAM
1054
Gemmer Asset Management
California
$53K 74 – –
RFWA
1055
RPg Family Wealth Advisory
Massachusetts
$50.4K 71 – –
SLF
1056
Sun Life Financial
Ontario, Canada
$50K 70 +1 +1%
WLPWM
1057
Walled Lake Planning & Wealth Management
Illinois
$49K 69 – –
CA
1058
Clearstead Advisors
Ohio
$49K 69 +6 +10%
LWANC
1059
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K 66 – –
LWM
1060
Liberty Wealth Management
California
$44K 62 +5 +9%
APWM
1061
Atlas Private Wealth Management
New York
$43K 61 +61 New
GFPC
1062
Global Financial Private Client
Florida
$42.6K 60 – –
FHA
1063
First Horizon Advisors
Tennessee
$39K 56 +23 +70%
CAL
1064
Capital Analysts LLC
Pennsylvania
$38K 53 +50 +1,667%
EARNEST Partners
1065
EARNEST Partners
Georgia
$36K 51 – –
ME
1066
McIlrath & Eck
Washington
$36K 51 +11 +28%
NR
1067
Newfound Research
Massachusetts
$35K 49 +49 New
HIM
1068
Hillsdale Investment Management
Ontario, Canada
$35K 50 +50 New
FGA
1069
Fortis Group Advisors
New Jersey
$34K 48 +48 New
SQA
1070
Simon Quick Advisors
New Jersey
$33K 47 -5 -10%
CDIA
1071
Capital Directions Investment Advisors
Georgia
$33K 47 – –
BWA
1072
BDO Wealth Advisors
Florida
$33K 47 +41 +683%
AIM
1073
Arcadia Investment Management
Michigan
$32K 45 – –
SA
1074
SRH Advisors
Kansas
$32K 45 – –
MLFP
1075
MPS Loria Financial Planners
Illinois
$32K 45 – –
41 42
43
44 45