We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

1,152 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, 412 increasing their positions, 368 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 58

36% more funds holding in top 10

Funds holding in top 10: 22 → 30 (+8)

24% more capital invested

Capital invested by funds: $58.6B → $72.9B (+$14.3B)

12% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 368

10% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.38B

10% more funds holding

Funds holding: 1,048 → 1,152 (+104)

1.56% less ownership

Funds ownership: 265.2% → 263.64% (-1.6%)

Holders
1,152
Holders Change
+104
Holders Change %
+9.92%
% of All Funds
23.24%
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
412
Reduced
368
Closed
58
Calls
$1.52B
Puts
$1.38B
Net Calls
+$140M
Net Calls Change
+$147M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$875M
2
Polen Capital Management
Polen Capital Management
Florida
+$663M
3
N
Nuveen
North Carolina
+$225M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$122M
5
UBS AM
UBS AM
Illinois
+$67.8M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$708M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$434M
3
BlackRock
BlackRock
New York
-$248M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$174M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1201
RPG Investment Advisory
California
– -$11K -60 Closed
TWP
1202
TFO Wealth Partners
Ohio
– -$11K -60 Closed
MWA
1203
MFA Wealth Advisors
Pennsylvania
– -$10.3K -54 Closed
EWP
1204
Engrave Wealth Partners
Texas
– -$8K -45 Closed
TI
1205
tru Independence
Oregon
– -$6 -33 Closed
WAS
1206
Winch Advisory Services
Wisconsin
– -$4K -21 Closed
SL
1207
Savior LLC
Massachusetts
– -$2K -9 Closed
SCA
1208
Stonebridge Capital Advisors
Minnesota
– -$2K -9 Closed
PCTC
1209
Perkins Coie Trust Company
Washington
– -$1K -6 Closed
DCM
1210
Davidson Capital Management
Texas
– -$1K -3 Closed
45 46 47 48
49

ISRG Hedge Fund Activity: Q3 2020 in Review

1,152 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2020, worth a combined $72.9B — up 24% from $58.6B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new ISRG positions and 58 closed out — a net gain of 110 holders — while 412 added to existing stakes and 368 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $875M. The largest seller was Capital World Investors, cutting an estimated $708M.

  • 1,152 institutional investors held Intuitive Surgical (ISRG) as of Q3 2020, up from 1,048 in Q2 2020.
  • Funds reported $72.9B of Intuitive Surgical stock for Q3 2020, up 24% quarter-over-quarter.
  • 168 funds opened new Intuitive Surgical positions in Q3 2020 and 58 closed out, a net change of +110 holders.
  • The largest Intuitive Surgical buyer in Q3 2020 was Morgan Stanley, an estimated $875M added.
  • The largest Intuitive Surgical seller in Q3 2020 was Capital World Investors, an estimated $708M sold.

Based on aggregated 13F filings for Q3 2020.