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Intuitive Surgical
ISRG

Overview Fund Activity

470 hedge funds and large institutions have $12.9B invested in Intuitive Surgical in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 178 reducing their positions, and 88 closing their positions.

Holders
470
Holders Change
-35
Holders Change %
-6.93%
% of All Funds
15.24%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.26%
New
58
Increased
164
Reduced
178
Closed
88
Calls
$564M
Puts
$842M
Net Calls
-$278M
Net Calls Change
+$27.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$616M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$398M
3
Morgan Stanley
3
Morgan Stanley
New York
$636M
4
Brown Advisory
4
Brown Advisory
Maryland
$595M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$617M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$812M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$79.2M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
351
Envestnet Asset Management
Illinois
$346K -$9.41K -225 -3%
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$339K -$151K -3,600 -31%
ECM
353
Everence Capital Management
Indiana
$335K – – –
RW
354
Rand Wealth
Maryland
$318K – – –
G
355
GlobalBridge
Minnesota
$314K +$31.2K +747 +11%
FDCC
356
Foster Dykema Cabot & Co
Massachusetts
$314K +$314K +7,515 New
NAM
357
North American Management
Massachusetts
$310K – – –
OI
358
Oakbrook Investments
Illinois
$301K +$113K +2,700 +60%
IIM
359
Ipswich Investment Management
Massachusetts
$297K – – –
CC
360
ClearArc Capital
Ohio
$295K +$754 +18 +0.3%
SACTSONJ
361
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$294K – – –
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$282K -$53.8K -1,287 -16%
AWA
363
AmeriServ Wealth Advisors
Pennsylvania
$278K -$30.8K -738 -10%
QBFM
364
QS Batterymarch Financial Management
New York
$273K -$9.82K -234 -3%
FA
365
FDx Advisors
Illinois
$267K +$50.4K +1,206 +23%
WSTAM
366
Wilbanks Smith & Thomas Asset Management
Virginia
$264K +$75.2K +1,800 +40%
WTIM
367
Wilmington Trust Investment Management
Delaware
$263K – – –
JIP
368
Jaffetilchin Investment Partners
Florida
$262K +$68.4K +1,638 +35%
AAM
369
Advisors Asset Management
Colorado
$255K -$116K -2,781 -31%
HHGA
370
Halbert Hargrove Global Advisors
California
$254K -$96K -2,295 -27%
FAAS
371
First Allied Advisory Services
California
$254K +$36.6K +873 +17%
Jane Street
372
Jane Street
New York
$252K -$686K -16,425 -73%
AA
373
ALPS Advisors
Colorado
$251K +$251K +6,012 New
Teacher Retirement System of Texas
374
Teacher Retirement System of Texas
Texas
$247K +$72.3K +1,728 +41%
GT
375
Glenmede Trust
Pennsylvania
$245K -$968K -23,265 -80%
13 14
15
16 17