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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 %
CA
1226
Crewe Advisors
Utah
$4K 5 -5 -50%
PFP
1227
Pinnacle Financial Partners
Tennessee
$4K 6 – –
SFO
1228
Standard Family Office
South Dakota
$4K 5 +5 New
AFS
1229
Annapolis Financial Services
Maryland
$4K 5 +5 New
CWA
1230
Clearview Wealth Advisors
Oregon
$4K 5 +5 New
JGIA
1231
Jackson Grant Investment Advisers
Connecticut
$3K 4 – –
WWM
1232
Wolff Wiese Magana
California
$3K 4 +4 New
CWC
1233
Carolinas Wealth Consulting
North Carolina
$2K 3 -5 -63%
HFM
1234
Hartford Financial Management
Connecticut
$2K 2 – –
Kayne Anderson Rudnick Investment Management
1235
Kayne Anderson Rudnick Investment Management
California
$2K 2 – –
LIM
1236
Longfellow Investment Management
Massachusetts
$2K 2 +2 New
Jones Financial Companies
1237
Jones Financial Companies
Missouri
$2K 2 +2 New
RA
1238
Resolute Advisors
California
$2K 3 +3 New
MA
1239
MUFG Americas
New York
$2K 3 +3 New
KCM
1240
Kathmere Capital Management
Pennsylvania
$2K 3 +3 New
CCA
1241
Column Capital Advisors
Indiana
$1K 1 -17 -94%
TFA
1242
Transamerica Financial Advisors
Florida
$1K 1 -1 -50%
BSSFA
1243
Baron Silver Stevens Financial Advisors
Florida
$1K 2 +2 New
WOSD
1244
WFA of San Diego
California
$818 550 – –
MGIM
1245
M&G Investment Management
United Kingdom
$343 419 – –
TI
1246
tru Independence
Oregon
$2 3 +3 New
TG
1247
TCW Group
California
– – -18,125 Closed
LCM
1248
Laurion Capital Management
New York
– – -16,355 Closed
LOAMS
1249
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -13,399 Closed
ZDA
1250
Zweig-DiMenna Associates
New York
– – -11,400 Closed
48 49
50
51 52