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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
22.11%
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 %
NIM
1101
NuWave Investment Management
New Jersey
– – -182 Closed
OSNBOA
1102
Old Second National Bank of Aurora
Illinois
– – -180 Closed
AA
1103
Argent Advisors
Louisiana
– – -165 Closed
AIM
1104
Aigen Investment Management
New York
– – -123 Closed
Walleye Capital
1105
Walleye Capital
New York
– – -122 Closed
AFS
1106
Aft Forsyth & Sober
Florida
– – -100 Closed
THWM
1107
Taylor Hoffman Wealth Management
Virginia
– – -79 Closed
GCM
1108
Gladius Capital Management
Illinois
– – -44 Closed
TA
1109
TFG Advisers
Michigan
– – -43 Closed
TCWM
1110
Total Clarity Wealth Management
Illinois
– – -40 Closed
SIC
1111
Samalin Investment Counsel
New York
– – -35 Closed
PCIA
1112
Prime Capital Investment Advisors
Kansas
– – -28 Closed
PA
1113
PSI Advisors
Florida
– – -20 Closed
PWP
1114
Personal Wealth Partners
Minnesota
– – -20 Closed
IUHSA
1115
Itau Unibanco Holding S.A.
Brazil
– – -19 Closed
HWM
1116
HighMark Wealth Management
Minnesota
– – -18 Closed
HWM
1117
Howard Wealth Management
Connecticut
– – -15 Closed
ACM
1118
Allred Capital Management
Texas
– – -11 Closed
WCM
1119
Wealthcare Capital Management
Virginia
– – -10 Closed
FPS
1120
Fieldpoint Private Securities
Connecticut
– – -10 Closed
LWM
1121
Lionsbridge Wealth Management
Florida
– – -6 Closed
WWM
1122
Willingdon Wealth Management
North Carolina
– – -5 Closed
CWA
1123
Capital Wealth Alliance
Arizona
– – -5 Closed
LFG
1124
Larson Financial Group
Missouri
– – -3 Closed
TFA
1125
Transamerica Financial Advisors
Florida
– – -1 Closed
42 43 44
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