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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 %
DA
1051
DCM Advisors
New York
$221K +$221K +810 New
FUBT
1052
First United Bank & Trust
Maryland
$221K +$221K +810 New
SICM
1053
Sustainable Insight Capital Management
New York
$219K +$219K +804 New
PMG
1054
ProVise Management Group
Florida
$218K +$218K +801 New
FSC
1055
Full Sail Capital
Oklahoma
$218K +$218K +852 New
PWLP
1056
Prio Wealth Limited Partnership
Massachusetts
$217K +$217K +795 New
EFS
1057
Essex Financial Services
Connecticut
$216K +$216K +792 New
CPC
1058
Cookson Peirce & Co
Pennsylvania
$214K +$214K +783 New
HIC
1059
Holderness Investments Company
North Carolina
$213K +$213K +780 New
CA
1060
Calton & Associates
Florida
$212K -$33.7K -123 -14%
RWP
1061
RWA Wealth Partners
Massachusetts
$212K +$212K +777 New
GP
1062
Greenline Partners
New York
$211K +$211K +774 New
CWM
1063
Chesapeake Wealth Management
Virginia
$211K +$211K +777 New
MA
1064
MONECO Advisors
Connecticut
$211K +$211K +780 New
FFS
1065
Founders Financial Securities
Maryland
$210K -$67K -246 -24%
BC
1066
BIT Capital
Germany
$209K -$3.62M -13,275 -95%
AWA
1067
Aaron Wealth Advisors
Illinois
$206K +$206K +756 New
AWM
1068
Aries Wealth Management
Maine
$205K +$205K +750 New
FA
1069
Fiducient Advisors
Illinois
$205K +$205K +750 New
HFS
1070
Howard Financial Services
Texas
$205K +$205K +750 New
MS
1071
Mizuho Securities
Japan
$203K -$107K -393 -34%
TPCW
1072
TD Private Client Wealth
New York
$183K +$23.7K +87 +15%
BWM
1073
BerganKDV Wealth Management
Minnesota
$175K +$20.4K +75 +13%
ST
1074
Smithfield Trust
Pennsylvania
$170K +$14.7K +54 +9%
MAM
1075
Magellan Asset Management
Australia
$169K +$141K +516 +506%
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