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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 %
FA
1151
Financial Avengers
California
$41K 50 +50 New
CDIA
1152
Capital Directions Investment Advisors
Georgia
$38K 47 – –
BDWM
1153
Brewin Dolphin Wealth Management
Ireland
$37.6K 46 +40 +667%
SA
1154
SRH Advisors
Kansas
$37K 45 – –
PWMG
1155
Prestige Wealth Management Group
New Jersey
$37K 45 +26 +137%
CWA
1156
Carolina Wealth Advisors
South Carolina
$37K 45 +45 New
AIG
1157
American International Group
New York
$36.4K 44,471 +335 +0.8%
CFA
1158
Carroll Financial Associates
North Carolina
$35K 43 – –
BBHC
1159
Brown Brothers Harriman & Co
New York
$35K 43 +11 +34%
FCB
1160
First Command Bank
Texas
$34K 42 – –
CHC
1161
City Holding Co
West Virginia
$34K 42 – –
FCFS
1162
First Command Financial Services
Texas
$34K 42 – –
LWANC
1163
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K 40 -26 -39%
TCWA
1164
Ten Capital Wealth Advisors
Washington
$33K 40 +40 New
HI
1165
Hudock Inc
Pennsylvania
$32K 40 – –
EW
1166
Evoke Wealth
California
$31K 38 – –
CCM
1167
Cribstone Capital Management
Maine
$31K 38 +6 +19%
APP
1168
Alpha Paradigm Partners
Illinois
$31K 38 +38 New
HI
1169
Human Investing
Oregon
$29K 36 – –
EWA
1170
Evolution Wealth Advisors
Florida
$27K 33 -4 -11%
AF
1171
Allworth Financial
California
$25K 30 – –
VRM
1172
Vectors Research Management
New York
$25K 30 – –
BCM
1173
Blume Capital Management
California
$25K 30 – –
VCG
1174
Vantage Consulting Group
Virginia
$25K 31 +31 New
CAL
1175
Capital Analysts LLC
Pennsylvania
$23K 28 -25 -47%
45 46
47
48 49