ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

468 hedge funds and large institutions have $14.1B invested in Intuitive Surgical in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 184 reducing their positions, and 65 closing their positions.

Holders
468
Holders Change
-13
Holders Change %
-2.7%
% of All Funds
13.46%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
55
Increased
145
Reduced
184
Closed
65
Calls
$724M
Puts
$659M
Net Calls
+$65.2M
Net Calls Change
+$16.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.76B
2
Goldman Sachs
2
Goldman Sachs
New York
$282M
3
SPC
3
Slate Path Capital
New York
$129M
4
Norges Bank
4
Norges Bank
Norway
$230M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$183M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$224M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$249M
3
Edgewood Management
3
Edgewood Management
Connecticut
$206M
4
O
4
OppenheimerFunds
New York
$66.5M
5
DCP
5
DSM Capital Partners
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
326
Private Advisor Group
New Jersey
$409K 994 +391 +65%
Verition Fund Management
327
Verition Fund Management
Connecticut
$407K 988 +988 New
BAS
328
Brown Advisory Securities
Maryland
$401K 979 -63 -6%
WTC
329
WhitTier Trust Company
Nevada
$397K 962 – –
SCM
330
Stonebridge Capital Management
California
$392K 952 +952 New
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$371K 900 – –
LTFS
332
Ladenburg Thalmann Financial Services
Florida
$370K 898 -7 -0.8%
Jane Street
333
Jane Street
New York
$364K 884 +884 New
Fayez Sarofim & Co
334
Fayez Sarofim & Co
Texas
$362K 885 -717 -45%
ZIM
335
Zacks Investment Management
Illinois
$350K 850 -10 -1%
MCM
336
McRae Capital Management
New Jersey
$341K 828 – –
NAM
337
North American Management
Massachusetts
$340K 825 – –
PAM
338
PartnerRe Asset Management
Connecticut
$336K 817 -105 -11%
LIC
339
Lodestar Investment Counsel
Illinois
$329K 800 – –
OAC
340
OMERS Administration Corp
Ontario, Canada
$329K 800 +800 New
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$325K 790 -1,201 -60%
SACTSONJ
342
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$322K 782 – –
VRS
343
Virginia Retirement Systems
Virginia
$320K 778 +6 +0.8%
FSC
344
Fiduciary Services Corp
Georgia
$318K 772 +772 New
CC
345
ClearArc Capital
Ohio
$317K 771 +10 +1%
DAS
346
Dynamic Advisor Solutions
Arizona
$316K 768 -605 -44%
Envestnet Asset Management
347
Envestnet Asset Management
Illinois
$313K 761 -235 -24%
HCM
348
Hollencrest Capital Management
California
$312K 756 -23 -3%
IIM
349
Ipswich Investment Management
Massachusetts
$305K 740 – –
BOTW
350
Bank of the West
California
$299K 726 -20 -3%
12 13
14
15 16