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Intuitive Surgical
ISRG

Overview Fund Activity

1,247 hedge funds and large institutions have $83.5B invested in Intuitive Surgical in 2020 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 481 increasing their positions, 390 reducing their positions, and 53 closing their positions.

Holders
1,247
Holders Change
+100
Holders Change %
+8.72%
% of All Funds
22.13%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.6%
New
170
Increased
481
Reduced
390
Closed
53
Calls
$1.73B
Puts
$1.42B
Net Calls
+$303M
Net Calls Change
+$163M

Top Buyers

1
HL
1
Harding Loevner
New Jersey
$218M
2
LIP
2
Liontrust Investment Partners
United Kingdom
$143M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$190M
4
FAM
4
Fred Alger Management
New York
$184M
5
ESCM
5
Echo Street Capital Management
New York
$87.8M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$337M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$7.85B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.23B
4
Morgan Stanley
4
Morgan Stanley
New York
$4.59B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$665M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
1126
Glen Eagle Advisors
New Jersey
$73.6K 90 – –
O
1127
Ossiam
France
$73K 89 +68 +324%
WPA
1128
West Paces Advisors
Georgia
$70.4K 86 – –
NSIM
1129
North Star Investment Management
Illinois
$70K 85 -5 -6%
MHR
1130
Matthew Hamilton Rosenberg
$70K 85 – –
AP
1131
Arlington Partners
Alabama
$69K 84 +84 New
CCA
1132
Catalyst Capital Advisors
New York
$68K 83 +83 New
IA
1133
Inspire Advisors
Idaho
$67K 81 +81 New
TIM
1134
Tortoise Investment Management
New York
$66K 81 – –
JCM
1135
Jacobi Capital Management
Pennsylvania
$64K 78 – –
SFSIG
1136
San Francisco Sentry Investment Group
California
$63K 77 -1 -1%
BWM
1137
Baystate Wealth Management
Massachusetts
$63K 77 – –
FA
1138
Financial Advantage
Maryland
$62K 77 – –
GAM
1139
Gemmer Asset Management
California
$61K 74 – –
SLF
1140
Sun Life Financial
Ontario, Canada
$57K 70 – –
WLPWM
1141
Walled Lake Planning & Wealth Management
Illinois
$56K 69 – –
CA
1142
Clearstead Advisors
Ohio
$52K 63 -6 -9%
GFPC
1143
Global Financial Private Client
Florida
$51.5K 63 +3 +5%
APWM
1144
Atlas Private Wealth Management
New York
$50K 61 – –
FHA
1145
First Horizon Advisors
Tennessee
$47K 58 +2 +4%
ME
1146
McIlrath & Eck
Washington
$42K 51 – –
EARNEST Partners
1147
EARNEST Partners
Georgia
$42K 51 – –
MLFP
1148
MPS Loria Financial Planners
Illinois
$42K 52 +7 +16%
RFWA
1149
RPg Family Wealth Advisory
Massachusetts
$41.7K 51 -20 -28%
LWM
1150
Liberty Wealth Management
California
$41K 56 -6 -10%
44 45
46
47 48