ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

493 hedge funds and large institutions have $13.5B invested in Intuitive Surgical in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 140 increasing their positions, 192 reducing their positions, and 56 closing their positions.

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
14.32%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
84
Increased
140
Reduced
192
Closed
56
Calls
$569M
Puts
$829M
Net Calls
-$260M
Net Calls Change
+$17.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$660M
2
O
2
OppenheimerFunds
New York
$211M
3
Sands Capital Management
3
Sands Capital Management
Virginia
$821M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$258M
5
BA
5
BlackRock Advisors
Delaware
$188M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$118M
2
Coatue Management
2
Coatue Management
New York
$0
3
SCA
3
SAC Capital Advisors
Connecticut
$615K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$80.2M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BOTW
376
Bank of the West
California
$310K 807 -408 -34%
LIC
377
Lodestar Investment Counsel
Illinois
$307K 800 -150 -16%
CG
378
Colony Group
Massachusetts
$307K 800 +800 New
IIM
379
Ipswich Investment Management
Massachusetts
$303K 790 – –
SACTSONJ
380
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$300K 782 – –
AAM
381
Advisors Asset Management
Colorado
$300K 780 +102 +15%
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$289K 752 +50 +7%
AI
383
Atria Investments
North Carolina
$288K 749 +135 +22%
LIA
384
LS Investment Advisors
Michigan
$285K 741 +435 +142%
CNBT
385
Canandaigua National Bank & Trust
New York
$283K 738 +202 +38%
YP
386
Yellowstone Partners
Idaho
$282K 735 +735 New
DADC
387
D.A. Davidson & Co
Montana
$278K 731 +605 +480%
CC
388
ClearArc Capital
Ohio
$277K 722 -61 -8%
ST
389
Spot Trading
Illinois
$275K 715 +321 +81%
Rafferty Asset Management
390
Rafferty Asset Management
New York
$271K 706 +706 New
TFA
391
Transamerica Financial Advisors
Florida
$269K 699 +699 New
DAS
392
Dynamic Advisor Solutions
Arizona
$269K 701 +701 New
WTIM
393
Wilmington Trust Investment Management
Delaware
$268K 699 – –
Cambridge Investment Research Advisors
394
Cambridge Investment Research Advisors
Iowa
$258K 671 -78 -10%
RW
395
Rand Wealth
Maryland
$257K 670 -175 -21%
QBFM
396
QS Batterymarch Financial Management
New York
$256K 664 -59 -8%
SHGA
397
Sand Hill Global Advisors
California
$250K 650 – –
GT
398
Glenmede Trust
Pennsylvania
$250K 654 – –
FTIOP
399
Fiduciary Trust International of Pennsylvania
Pennsylvania
$246K 640 – –
WA
400
WFG Advisors
Texas
$244K 636 +128 +25%
14 15
16
17 18