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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 %
NIM
1126
NuWave Investment Management
New Jersey
$6K 8 -24 -75%
CWC
1127
Carolinas Wealth Consulting
North Carolina
$6K 8 – –
RBC
1128
Roble Belko & Company
Pennsylvania
$6K 9 – –
FCM
1129
Firestone Capital Management
Florida
$5K 7 +7 New
BDWM
1130
Brewin Dolphin Wealth Management
Ireland
$4.26K 6 – –
MPWT
1131
MassMutual Private Wealth & Trust
Connecticut
$4K 5 -15 -75%
PFP
1132
Pinnacle Financial Partners
Tennessee
$4K 6 – –
ARMC
1133
American Research & Management Company
Massachusetts
$4K 6 – –
GWMIA
1134
Global Wealth Management Investment Advisory
Florida
$4K 6 – –
JWM
1135
Janiczek Wealth Management
Colorado
$4K 5 +5 New
CSPIA
1136
Cary Street Partners Investment Advisory
Virginia
$4K 6 +6 New
JGIA
1137
Jackson Grant Investment Advisers
Connecticut
$3K 4 – –
KFS
1138
Kelly Financial Services
Massachusetts
$2.13K 3 – –
TFA
1139
Transamerica Financial Advisors
Florida
$2K 2 -665 -100%
DI
1140
Disciplined Investments
Oklahoma
$2K 3 – –
Millennium Management
1141
Millennium Management
New York
$1.04K 1,470 -3,828 -72%
Kayne Anderson Rudnick Investment Management
1142
Kayne Anderson Rudnick Investment Management
California
$1K 2 -15 -88%
HFM
1143
Hartford Financial Management
Connecticut
$1K 2 -9 -82%
PFO
1144
Pathstone Family Office
New Jersey
$1K 1 – –
PCS
1145
Personal CFO Solutions
New Jersey
$1K 1,057 +1,057 New
BHB
1146
Bank Hapoalim BM
Israel
$404 569 -108 -16%
FCA
1147
FinTrust Capital Advisors
South Carolina
$245 347 +327 +1,635%
SGH
1148
Sivik Global Healthcare
Connecticut
– – -400,000 Closed
WP
1149
Woodline Partners
California
– – -52,372 Closed
Capital Fund Management (CFM)
1150
Capital Fund Management (CFM)
France
– – -21,289 Closed
44 45
46
47 48