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Intuitive Surgical
ISRG

Overview Fund Activity

1,043 hedge funds and large institutions have $58.6B invested in Intuitive Surgical in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 426 increasing their positions, 301 reducing their positions, and 77 closing their positions.

Holders
1,043
Holders Change
+42
Holders Change %
+4.2%
% of All Funds
21.44%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.45%
New
125
Increased
426
Reduced
301
Closed
77
Calls
$999M
Puts
$1.01B
Net Calls
-$6.78M
Net Calls Change
+$423M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$558M
2
BlackRock
2
BlackRock
New York
$5.32B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$642M
4
JSP
4
Jackson Square Partners
California
$346M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.86B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.56B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$388M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
GQG Partners
4
GQG Partners
Florida
$0
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
1101
Vigilare Wealth Management
Arizona
– – -410 Closed
AIC
1102
Ameritas Investment Company
Nebraska
– – -316 Closed
CAN
1103
Claraphi Advisory Network
United States
– – -244 Closed
AssetMark Inc
1104
AssetMark Inc
California
– – -165 Closed
NFG
1105
Next Financial Group
Texas
– – -152 Closed
QAM
1106
QCI Asset Management
New York
– – -125 Closed
PCM
1107
Pinz Capital Management
New York
– – -100 Closed
OIA
1108
Optimum Investment Advisors
Illinois
– – -79 Closed
H
1109
Hexavest
Quebec, Canada
– – -33 Closed
SL
1110
Salomon & Ludwin
Virginia
– – -25 Closed
AA
1111
Advisory Alpha
Michigan
– – -24 Closed
EWM
1112
EPG Wealth Management
Georgia
– – -23 Closed
SNT
1113
Security National Trust
West Virginia
– – -11 Closed
CBT
1114
Capital Bank & Trust
California
– – -11 Closed
RFM
1115
Royal Fund Management
Florida
– – -10 Closed
SFG
1116
Sowa Financial Group
Rhode Island
– – -9 Closed
SC
1117
Solstein Capital
California
– – -9 Closed
VCS
1118
Vaughan & Co Securities
New Jersey
– – -5 Closed
AC
1119
AlphaCore Capital
California
– – -5 Closed
CMBA
1120
C.M. Bidwell & Associates
Hawaii
– – -4 Closed
LWA
1121
Lowe Wealth Advisors
Maryland
– – -2 Closed
Citadel Advisors
1122
Citadel Advisors
Florida
– – – –
HT
1123
HAP Trading
New York
– – – –
Walleye Capital
1124
Walleye Capital
New York
– – – –
HI
1125
HBK Investments
Texas
– – – –
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