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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 %
CFA
1076
Carroll Financial Associates
North Carolina
$30K 43 -72 -63%
FCFS
1077
First Command Financial Services
Texas
$30K 42 – –
FCB
1078
First Command Bank
Texas
$30K 42 – –
CHC
1079
City Holding Co
West Virginia
$30K 42 – –
HI
1080
Hudock Inc
Pennsylvania
$28K 40 – –
EW
1081
Evoke Wealth
California
$27K 38 – –
EWA
1082
Evolution Wealth Advisors
Florida
$26K 37 – –
HI
1083
Human Investing
Oregon
$26K 36 – –
SIM
1084
Sonora Investment Management
Arizona
$26K 36 +13 +57%
MAM
1085
Magellan Asset Management
Australia
$24K 34 +34 New
CCM
1086
Cribstone Capital Management
Maine
$23K 32 -1 -3%
BBHC
1087
Brown Brothers Harriman & Co
New York
$23K 32 – –
BCM
1088
Blume Capital Management
California
$21K 30 – –
VRM
1089
Vectors Research Management
New York
$21K 30 – –
AF
1090
Allworth Financial
California
$21K 30 – –
BWA
1091
Burt Wealth Advisors
Maryland
$19K 27 -14 -34%
WCG
1092
Weaver Consulting Group
California
$19K 27 – –
EFSCE
1093
Enterprise Financial Services Corp (EFSC)
Missouri
$18K 25 -7 -22%
RIM
1094
Rockbridge Investment Management
New York
$18K 25 – –
DAM
1095
Delta Asset Management
Tennessee
$18K 25 – –
FFA
1096
Founders Financial Alliance
North Carolina
$18K 26 +26 New
HMS
1097
Hanseatic Management Services
New Mexico
$18K 26 +26 New
WOC
1098
West Oak Capital
California
$17K 24 -30 -56%
MF
1099
Manchester Financial
California
$17K 24 – –
SWM
1100
Sugarloaf Wealth Management
Georgia
$17K 24 – –
42 43
44
45 46