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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 %
SBSB
1176
Sullivan, Bruyette, Speros & Blaney
Virginia
– – -330 Closed
FSC
1177
Full Sail Capital
Oklahoma
– – -301 Closed
OHS
1178
Odey Holdings (Switzerland)
Switzerland
– – -200 Closed
WFMPM
1179
Woodley Farra Manion Portfolio Management
Indiana
– – -175 Closed
CFG
1180
Citizens Financial Group
Rhode Island
– – -102 Closed
KPW
1181
Kore Private Wealth
New York
– – -97 Closed
THWM
1182
Taylor Hoffman Wealth Management
Virginia
– – -79 Closed
PWP
1183
Principle Wealth Partners
Connecticut
– – -78 Closed
CWP
1184
CFM Wealth Partners
Texas
– – -75 Closed
RDWM
1185
Red Door Wealth Management
Tennessee
– – -67 Closed
VEA
1186
Virtus ETF Advisers
New York
– – -61 Closed
BL
1187
Balentine LLC
Georgia
– – -61 Closed
PGAM
1188
Princeton Global Asset Management
New Jersey
– – -61 Closed
AIL
1189
AGF Investments LLC
Ontario, Canada
– – -55 Closed
1W
1190
1776 Wealth
Georgia
– – -44 Closed
CA
1191
Centerpoint Advisors
Massachusetts
– – -32 Closed
PA
1192
Perennial Advisors
New York
– – -30 Closed
FANJ
1193
Financial Architects (New Jersey)
New Jersey
– – -28 Closed
PA
1194
Procyon Advisors
Connecticut
– – -25 Closed
TWP
1195
TFO Wealth Partners
Ohio
– – -20 Closed
RIA
1196
RPG Investment Advisory
California
– – -20 Closed
BBA
1197
Braun-Bostich & Associates
Pennsylvania
– – -20 Closed
MWA
1198
MFA Wealth Advisors
Pennsylvania
– – -18 Closed
EWP
1199
Engrave Wealth Partners
Texas
– – -15 Closed
TI
1200
tru Independence
Oregon
– – -11 Closed
45 46 47
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