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Intuitive Surgical
ISRG

Overview Fund Activity

483 hedge funds and large institutions have $15.2B invested in Intuitive Surgical in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 120 increasing their positions, 209 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+15
Holders Change %
+3.21%
% of All Funds
14.02%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
65
Increased
120
Reduced
209
Closed
45
Calls
$531M
Puts
$781M
Net Calls
-$250M
Net Calls Change
-$315M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.6B
2
Millennium Management
2
Millennium Management
New York
$125M
3
TCIM
3
TIAA CREF Investment Management
New York
$143M
4
WRF
4
Waddell & Reed Financial
Kansas
$210M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$78.9M

Top Sellers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$99.8M
3
Norges Bank
3
Norges Bank
Norway
$130M
4
Capital World Investors
4
Capital World Investors
California
$139M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Pinnacle Associates
New York
$580K +$67K +1,305 +13%
PC
327
Passport Capital
California
$563K +$563K +10,971 New
GA
328
Geneva Advisors
Illinois
$556K -$59.1K -1,152 -10%
Connor, Clark & Lunn Investment Management (CC&L)
329
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$554K +$554K +10,800 New
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$544K -$743K -14,490 -58%
TRCT
331
Tower Research Capital (TRC)
New York
$525K +$385K +7,506 +276%
KRSITF
332
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K -$1.54K -36 -0.3%
Federated Hermes
333
Federated Hermes
Pennsylvania
$508K -$88.2K -1,719 -15%
AB
334
Amalgamated Bank
New York
$508K -$2.31K -45 -0.5%
RFS
335
Rockefeller Financial Services
New York
$501K -$212K -4,140 -30%
DILH
336
Dai-ichi Life Holdings
Japan
$496K – – –
PNC
337
Park National Corp
Ohio
$492K +$492K +9,594 New
WDA
338
Wendell David Associates
New Hampshire
$476K – – –
Daiwa Securities Group
339
Daiwa Securities Group
Japan
$462K – – –
PCMI
340
Paradigm Capital Management Inc
New York
$462K – – –
PWM
341
Perigon Wealth Management
California
$459K +$224K +4,365 +95%
HighTower Advisors
342
HighTower Advisors
Illinois
$456K -$27.7K -540 -6%
Jane Street
343
Jane Street
New York
$456K +$48K +936 +12%
Robeco Institutional Asset Management
344
Robeco Institutional Asset Management
Netherlands
$450K +$228K +4,437 +103%
WTC
345
WhitTier Trust Company
Nevada
$445K – – –
BJL
346
Brighton Jones LLC
Washington
$444K +$444K +8,658 New
VKH
347
Virtu KCG Holdings
New York
$429K -$1.96M -38,241 -82%
SB
348
Suntrust Banks
Georgia
$422K -$1.5M -29,268 -78%
Verition Fund Management
349
Verition Fund Management
Connecticut
$420K -$36.5K -711 -8%
Fuller & Thaler Asset Management
350
Fuller & Thaler Asset Management
California
$416K +$416K +8,100 New
12 13
14
15 16