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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 %
LFG
1101
Larson Financial Group
Missouri
$17K 24 +13 +118%
GWM
1102
Geneos Wealth Management
Colorado
$16K 24 -1,337 -98%
GI
1103
Gradient Investments
Minnesota
$16K 23 – –
SBL
1104
Sargent Bickham Lagudis
Colorado
$15K 21 – –
CFFP
1105
Center for Financial Planning
Michigan
$15K 21 – –
O
1106
Ossiam
France
$15K 21 +21 New
HCP
1107
Hexagon Capital Partners
Arkansas
$15K 23 +23 New
SWA
1108
Sutton Wealth Advisors
Florida
$14.9K 21 +4 +24%
PWMG
1109
Prestige Wealth Management Group
New Jersey
$14K 19 -137 -88%
AA
1110
AlphaMark Advisors
Kentucky
$14K 20 -9 -31%
ATC
1111
Adirondack Trust Company
New York
$14K 20 – –
AA
1112
Advisory Alpha
Michigan
$14K 20 +20 New
CCA
1113
Column Capital Advisors
Indiana
$13K 18 -13 -42%
TCM
1114
Tradewinds Capital Management
Washington
$13K 18 – –
SWM
1115
Selective Wealth Management
Virginia
$13K 19 – –
NFSG
1116
Newbridge Financial Services Group
Florida
$11K 15 +15 New
VNA
1117
Valley National Advisers
Pennsylvania
$10K 14 – –
Fidelity International
1118
Fidelity International
Bermuda
$9K 13 -12 -48%
M
1119
MOTCO
Texas
$9K 13 – –
FFC
1120
First Financial Corp
Indiana
$9K 13 – –
NIC
1121
Northwest Investment Counselors
Oregon
$9K 12 +12 New
TJHA
1122
Thomas J. Herzfeld Advisors
Florida
$7K 11 – –
AWM
1123
Atticus Wealth Management
Florida
$7K 10 – –
CA
1124
Crewe Advisors
Utah
$7K 10 +10 New
RA
1125
Rational Advisors
New York
$6K 8 -24 -75%
43 44
45
46 47