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Intuitive Surgical
ISRG

Overview Fund Activity

511 hedge funds and large institutions have $17.7B invested in Intuitive Surgical in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 162 increasing their positions, 188 reducing their positions, and 40 closing their positions.

Holders
511
Holders Change
+28
Holders Change %
+5.8%
% of All Funds
13.64%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
73
Increased
162
Reduced
188
Closed
40
Calls
$604M
Puts
$795M
Net Calls
-$191M
Net Calls Change
+$58.8M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$312M
2
CCI
2
Columbus Circle Investors
$146M
3
MAM
3
Marketfield Asset Management
New York
$94.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.04B
5
UBS AM
5
UBS AM
Illinois
$286M

Top Sellers

1
SPC
1
Slate Path Capital
New York
$0
2
HM
2
HealthCor Management
New York
$40.5M
3
T
3
TOBAM
France
$17.5M
4
RIM
4
RS Investment Management
California
$52.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
326
Perigon Wealth Management
California
$739K 1,397 +404 +41%
TAM
327
Tocqueville Asset Management
New York
$737K 1,394 – –
MCM
328
MAI Capital Management
Ohio
$720K 1,361 -10 -0.7%
NIM
329
Northeast Investment Management
Massachusetts
$717K 1,355 -395 -23%
BCI
330
Brinker Capital Investments
Pennsylvania
$712K 1,347 -42 -3%
Nordea Investment Management
331
Nordea Investment Management
Sweden
$709K 1,341 -344 -20%
LG
332
LaFleur & Godfrey
Michigan
$706K 1,335 +25 +2%
FCT
333
Family Capital Trust
Massachusetts
$698K 1,320 – –
MERSOM
334
Municipal Employees' Retirement System of Michigan
Michigan
$688K 1,300 – –
KRSITF
335
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$681K 1,288 -60 -4%
LIA
336
LS Investment Advisors
Michigan
$665K 1,258 -85 -6%
KeyBank National Association
337
KeyBank National Association
Ohio
$652K 1,232 -27 -2%
ECM
338
Endurant Capital Management
California
$627K 1,185 +1,185 New
LWCFA
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$602K 1,138 -40 -3%
Teacher Retirement System of Texas
340
Teacher Retirement System of Texas
Texas
$576K 1,089 +1,089 New
MSU
341
Mizuho Securities USA
New York
$573K 1,083 +455 +72%
WDA
342
Wendell David Associates
New Hampshire
$540K 1,020 -10 -1%
PCMI
343
Paradigm Capital Management Inc
New York
$529K 1,000 – –
NSLI
344
Nan Shan Life Insurance
Taiwan
$529K 1,000 +1,000 New
TH
345
Timber Hill
Connecticut
$528K 999 +999 New
ASN
346
Advisory Services Network
Georgia
$518K 992 +137 +16%
HighTower Advisors
347
HighTower Advisors
Illinois
$514K 971 -17 -2%
LTFS
348
Ladenburg Thalmann Financial Services
Florida
$514K 976 +253 +35%
WTC
349
WhitTier Trust Company
Nevada
$509K 962 – –
PNC
350
Park National Corp
Ohio
$506K 957 -109 -10%
12 13
14
15 16