ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,001 hedge funds and large institutions have $50.5B invested in Intuitive Surgical in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 382 increasing their positions, 353 reducing their positions, and 125 closing their positions.

Holders
1,001
Holders Change
-18
Holders Change %
-1.77%
% of All Funds
22.12%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.6%
New
120
Increased
382
Reduced
353
Closed
125
Calls
$836M
Puts
$1.27B
Net Calls
-$430M
Net Calls Change
+$991M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$710M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$350M
3
Capital World Investors
3
Capital World Investors
California
$2.46B
4
SGA
4
Sustainable Growth Advisers
Connecticut
$237M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$466M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$466M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$473M
3
JFA
3
Johanson Financial Advisors
California
$320K
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$480M
5
Coatue Management
5
Coatue Management
New York
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
1076
Trillium Asset Management
Massachusetts
– – -435 Closed
Nomura Holdings
1077
Nomura Holdings
Japan
– – -413 Closed
PAS
1078
Partnervest Advisory Services
California
– – -404 Closed
SAM
1079
Silphium Asset Management
United Kingdom
– – -400 Closed
TSWM
1080
Triangle Securities Wealth Management
North Carolina
– – -400 Closed
DWM
1081
Dakota Wealth Management
Florida
– – -399 Closed
PWAC
1082
Private Wealth Advisors (California)
California
– – -390 Closed
AWA
1083
Arete Wealth Advisors
Illinois
– – -386 Closed
WIC
1084
Whitegate Investment Counselors
New Hampshire
– – -384 Closed
GKWIM
1085
Gerber Kawasaki Wealth & Investment Management
California
– – -375 Closed
WPW
1086
Waldron Private Wealth
Pennsylvania
– – -372 Closed
CFG
1087
Cooper Financial Group
California
– – -370 Closed
UCMOK
1088
United Capital Management of KS
Kansas
– – -361 Closed
CIC
1089
Crawford Investment Counsel
Georgia
– – -360 Closed
HH
1090
Hilltop Holdings
Texas
– – -355 Closed
FWIA
1091
Fort Washington Investment Advisors
Ohio
– – -350 Closed
FVWA
1092
Foster Victor Wealth Advisors
South Carolina
– – -350 Closed
FWCM
1093
Ferguson Wellman Capital Management
Oregon
– – -345 Closed
CWM
1094
Chesapeake Wealth Management
Virginia
– – -344 Closed
PAM
1095
Palisade Asset Management
Minnesota
– – -340 Closed
DWT
1096
Dorsey & Whitney Trust
South Dakota
– – -340 Closed
GLI
1097
Guardian Life Insurance
New York
– – -336 Closed
BSPF
1098
British Steel Pension Fund
United Kingdom
– – -310 Closed
KWM
1099
Keebeck Wealth Management
Illinois
– – -222 Closed
RIA
1100
Realta Investment Advisors
Delaware
– – -197 Closed
42 43
44
45 46