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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 %
Toronto Dominion Bank
351
Toronto Dominion Bank
Ontario, Canada
$299K 725 +116 +19%
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$288K 700 -300 -30%
QC
353
QCM Cayman
Texas
$279K 677 +48 +8%
Bank of Nova Scotia
354
Bank of Nova Scotia
Ontario, Canada
$275K 667 +100 +18%
WSTAM
355
Wilbanks Smith & Thomas Asset Management
Virginia
$268K 652 -110 -14%
SHGA
356
Sand Hill Global Advisors
California
$268K 650 – –
GG
357
Gofen & Glossberg
Illinois
$268K 650 +50 +8%
FTIOP
358
Fiduciary Trust International of Pennsylvania
Pennsylvania
$264K 640 – –
GT
359
Glenmede Trust
Pennsylvania
$264K 644 +430 +201%
WA
360
WFG Advisors
Texas
$257K 623 -50 -7%
SWM
361
SVA Wealth Management
Wisconsin
$251K 609 +109 +22%
TH
362
Timber Hill
Connecticut
$250K 607 +607 New
FHC
363
First Heartland Consultants
Missouri
$245K 595 – –
GD
364
Grandfield & Dodd
New York
$239K 581 – –
SO
365
STRS Ohio
Ohio
$238K 577 -36,227 -98%
WT
366
Whittier Trust
California
$238K 579 -100 -15%
SIC
367
SFE Investment Counsel
California
$226K 550 – –
FAAS
368
First Allied Advisory Services
California
$221K 545 -95 -15%
ASN
369
Advisory Services Network
Georgia
$217K 527 +527 New
GT
370
Greenleaf Trust
Michigan
$215K 521 – –
FT
371
Fiduciary Trust
Massachusetts
$212K 515 -1,705 -77%
ECM
372
Everence Capital Management
Indiana
$210K 511 – –
PWM
373
Perigon Wealth Management
California
$209K 508 +508 New
RHBC
374
R.H. Bluestein & Co
Michigan
$206K 500 -50 -9%
BA
375
Birinyi Associates
Connecticut
$206K 500 +500 New
13 14
15
16 17