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Intuitive Surgical
ISRG

Overview Fund Activity

481 hedge funds and large institutions have $15.3B invested in Intuitive Surgical in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 188 reducing their positions, and 65 closing their positions.

Holders
481
Holders Change
-12
Holders Change %
-2.43%
% of All Funds
13.9%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
59
Increased
153
Reduced
188
Closed
65
Calls
$888M
Puts
$839M
Net Calls
+$49M
Net Calls Change
+$309M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$968M
2
PRCM
2
Pine River Capital Management
Minnesota
$116M
3
O
3
OrbiMed
New York
$147M
4
Morgan Stanley
4
Morgan Stanley
New York
$846M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$194M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$730M
2
BA
2
BlackRock Advisors
Delaware
$85M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$15.1M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$1.09B
5
AI
5
Analytic Investors
California
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MYLI
351
Meiji Yasuda Life Insurance
Japan
$420K 960 -63 -6%
AI
352
Atria Investments
North Carolina
$420K 958 +209 +28%
PAM
353
PartnerRe Asset Management
Connecticut
$404K 922 +6 +0.7%
JIP
354
Jaffetilchin Investment Partners
Florida
$402K 918 -37 -4%
LTFS
355
Ladenburg Thalmann Financial Services
Florida
$396K 905 -63 -7%
Thrivent Financial for Lutherans
356
Thrivent Financial for Lutherans
Minnesota
$394K 900 – –
WAM
357
Wolverine Asset Management
Illinois
$384K 879 -6,000 -87%
ZIM
358
Zacks Investment Management
Illinois
$377K 860 +10 +1%
MCM
359
McRae Capital Management
New Jersey
$363K 828 – –
NAM
360
North American Management
Massachusetts
$361K 825 – –
WTNA
361
Wilmington Trust National Association
Delaware
$352K 804 +200 +33%
CG
362
Colony Group
Massachusetts
$350K 800 – –
LIC
363
Lodestar Investment Counsel
Illinois
$350K 800 – –
QI
364
QS Investors
New York
$348K 795 -200 -20%
SACTSONJ
365
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$343K 782 – –
HCM
366
Hollencrest Capital Management
California
$341K 779 -370 -32%
VRS
367
Virginia Retirement Systems
Virginia
$338K 772 +772 New
Rafferty Asset Management
368
Rafferty Asset Management
New York
$336K 768 +62 +9%
WSTAM
369
Wilbanks Smith & Thomas Asset Management
Virginia
$334K 762 +10 +1%
CC
370
ClearArc Capital
Ohio
$333K 761 +39 +5%
CLOS
371
Compagnie Lombard Odier SCmA
Switzerland
$332K 759 +390 +106%
BOTW
372
Bank of the West
California
$327K 746 -61 -8%
IIM
373
Ipswich Investment Management
Massachusetts
$324K 740 -50 -6%
RCM
374
Rotella Capital Management
Washington
$307K 700 +700 New
WT
375
Whittier Trust
California
$297K 679 -332 -33%
13 14
15
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