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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 %
SHGA
376
Sand Hill Global Advisors
California
$245K – – –
FTIOP
377
Fiduciary Trust International of Pennsylvania
Pennsylvania
$241K – – –
AI
378
Atria Investments
North Carolina
$231K +$10.5K +252 +5%
RCM
379
Rotella Capital Management
Washington
$228K +$228K +5,445 New
HCC
380
Hirtle Callaghan & Co
Pennsylvania
$228K +$228K +5,445 New
GT
381
Greenleaf Trust
Michigan
$226K – – –
GG
382
Gofen & Glossberg
Illinois
$226K – – –
HTC
383
Haverford Trust Company
Pennsylvania
$226K +$226K +5,400 New
FHC
384
First Heartland Consultants
Missouri
$222K +$222K +5,355 New
WOC
385
West Oak Capital
California
$222K -$465K -11,124 -68%
AAM
386
Azzad Asset Management
Virginia
$218K – – –
SNC
387
Stifel Nicolaus & Co
Missouri
$215K -$315K -7,542 -59%
WT
388
Wilmington Trust
Delaware
$208K -$38.1K -909 -15%
IMS
389
Index Management Solutions
Pennsylvania
$206K +$206K +4,932 New
CNBT
390
Canandaigua National Bank & Trust
New York
$202K +$202K +4,824 New
Truist Financial
391
Truist Financial
North Carolina
$200K -$27K -648 -12%
Bank of Nova Scotia
392
Bank of Nova Scotia
Ontario, Canada
$200K -$5.64K -135 -3%
WA
393
WFG Advisors
Texas
$191K +$3.76K +90 +2%
FMLI
394
Fukoku Mutual Life Insurance
Japan
$188K +$75.2K +1,800 +67%
GLI
395
Guardian Life Insurance
New York
$181K – – –
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$172K +$33.5K +801 +24%
HNB
397
Huntington National Bank
Ohio
$157K +$1.5K +36 +1%
HHMI
398
Howard Hughes Medical Institute
Maryland
$157K +$40.6K +972 +35%
1IC
399
1919 Investment Counsel
Maryland
$154K -$3.78K -90 -2%
MFS
400
MSI Financial Services
Massachusetts
$154K +$73.2K +1,746 +91%
14 15
16
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