We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

1,252 hedge funds and large institutions have $83.6B invested in Intuitive Surgical in 2020 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 484 increasing their positions, 390 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 54

24% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 390

21% more call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.42B

15% more capital invested

Capital invested by funds: $72.9B → $83.6B (+$10.6B)

13% more funds holding in top 10

Funds holding in top 10: 30 → 34 (+4)

9% more funds holding

Funds holding: 1,152 → 1,252 (+100)

3.67% less ownership

Funds ownership: 263.64% → 259.97% (-3.7%)

Holders
1,252
Holders Change
+100
Holders Change %
+8.68%
% of All Funds
22.16%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.6%
New
171
Increased
484
Reduced
390
Closed
54
Calls
$1.73B
Puts
$1.42B
Net Calls
+$303M
Net Calls Change
+$163M

Top Buyers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
+$198M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$120M
3
FAM
Fred Alger Management
New York
+$117M
4
ESCM
Echo Street Capital Management
New York
+$79.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$70.8M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$427M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$413M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$319M
4
Morgan Stanley
Morgan Stanley
New York
-$187M
5
N
Nuveen
North Carolina
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1251
tru Independence
Oregon
$2 +$2.23K +9 New
TG
1252
TCW Group
California
– -$12.9M -54,375 Closed
LCM
1253
Laurion Capital Management
New York
– -$12.2M -49,065 Closed
LOAMS
1254
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$9.51M -40,197 Closed
ZDA
1255
Zweig-DiMenna Associates
New York
– -$8.09M -34,200 Closed
DA
1256
Duality Advisers
Florida
– -$4.58M -19,380 Closed
GAM
1257
Gotham Asset Management
New York
– -$3M -12,705 Closed
ACM
1258
Atika Capital Management
New York
– -$2.13M -9,000 Closed
CC
1259
Cedar Capital
Illinois
– -$1.42M -6,000 Closed
VR
1260
Viridian RIA
Washington
– -$1.39M -5,871 Closed
CC
1261
Chicago Capital
Illinois
– -$1.28M -5,397 Closed
MIFH
1262
Migdal Insurance & Financial Holdings
Israel
– -$1.18M -4,977 Closed
TYCC
1263
Texas Yale Capital Corp
Florida
– -$1.14M -4,815 Closed
LOAME
1264
Lombard Odier Asset Management (Europe)
United Kingdom
– -$794K -3,357 Closed
CFA
1265
Camarda Financial Advisors
Florida
– -$744K -3,144 Closed
TC
1266
Telemus Capital
Michigan
– -$775K -3,090 Closed
CI
1267
Clal Insurance
Israel
– -$710K -3,000 Closed
EGM
1268
Engineers Gate Manager
New York
– -$663K -2,805 Closed
PWM
1269
Perigon Wealth Management
California
– -$658K -2,784 Closed
HCM
1270
Howard Capital Management
Georgia
– -$621K -2,625 Closed
IC
1271
IEQ Capital
California
– -$578K -2,445 Closed
TC
1272
TwinBeech Capital
New York
– -$551K -2,328 Closed
RIM
1273
Rampart Investment Management
Connecticut
– -$534K -2,256 Closed
PCM
1274
Penserra Capital Management
California
– -$447K -1,890 Closed
HKAM
1275
Horizon Kinetics Asset Management
New York
– -$442K -1,869 Closed
49 50
51
52 53

ISRG Hedge Fund Activity: Q4 2020 in Review

1,252 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2020, worth a combined $83.6B — up 15% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new ISRG positions and 54 closed out — a net gain of 117 holders — while 484 added to existing stakes and 390 trimmed.

The largest buyer was Harding Loevner, opening a new position worth an estimated $198M. The largest seller was Janus Henderson Group, cutting an estimated $427M.

  • 1,252 institutional investors held Intuitive Surgical (ISRG) as of Q4 2020, up from 1,152 in Q3 2020.
  • Funds reported $83.6B of Intuitive Surgical stock for Q4 2020, up 15% quarter-over-quarter.
  • 171 funds opened new Intuitive Surgical positions in Q4 2020 and 54 closed out, a net change of +117 holders.
  • The largest Intuitive Surgical buyer in Q4 2020 was Harding Loevner, an estimated $198M added.
  • The largest Intuitive Surgical seller in Q4 2020 was Janus Henderson Group, an estimated $427M sold.

Based on aggregated 13F filings for Q4 2020.