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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 %
MF
1176
Manchester Financial
California
$23K 28 +4 +17%
SFP
1177
Sterling Financial Planning
New Jersey
$23K 28 +28 New
BWA
1178
Burt Wealth Advisors
Maryland
$22K 27 – –
PA
1179
Perennial Advisors
New York
$22K 27 +27 New
SBL
1180
Sargent Bickham Lagudis
Colorado
$21K 26 +5 +24%
ATC
1181
Adirondack Trust Company
New York
$21K 28 +8 +40%
RDFA
1182
Ritter Daniher Financial Advisory
Ohio
$21K 26 +26 New
SWA
1183
Sutton Wealth Advisors
Florida
$20.5K 25 +4 +19%
LFG
1184
Larson Financial Group
Missouri
$20K 24 – –
SWM
1185
Sugarloaf Wealth Management
Georgia
$20K 24 – –
RIM
1186
Rockbridge Investment Management
New York
$20K 25 – –
WOC
1187
West Oak Capital
California
$20K 24 – –
DAM
1188
Delta Asset Management
Tennessee
$20K 25 – –
CWP
1189
Concord Wealth Partners
Virginia
$20K 25 +25 New
CWA
1190
Core Wealth Advisors
Florida
$20K 25 +25 New
HCP
1191
Hexagon Capital Partners
Arkansas
$18K 23 – –
SWA
1192
SOA Wealth Advisors
New York
$18K 24 +24 New
CFFP
1193
Center for Financial Planning
Michigan
$17K 21 – –
AssetMark Inc
1194
AssetMark Inc
California
$17K 21 +21 New
FCA
1195
FinTrust Capital Advisors
South Carolina
$16K 20 -327 -94%
BWA
1196
BDO Wealth Advisors
Florida
$16K 19 -28 -60%
EFSCE
1197
Enterprise Financial Services Corp (EFSC)
Missouri
$16K 19 -6 -24%
GI
1198
Gradient Investments
Minnesota
$16K 23 – –
SWM
1199
Selective Wealth Management
Virginia
$16K 19 – –
AWG
1200
Altus Wealth Group
Colorado
$16K 19 +19 New
46 47
48
49 50