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Intuitive Surgical
ISRG

Overview Fund Activity

511 hedge funds and large institutions have $17.7B invested in Intuitive Surgical in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 162 increasing their positions, 188 reducing their positions, and 40 closing their positions.

Holders
511
Holders Change
+28
Holders Change %
+5.8%
% of All Funds
13.64%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
73
Increased
162
Reduced
188
Closed
40
Calls
$604M
Puts
$795M
Net Calls
-$191M
Net Calls Change
+$58.8M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$312M
2
CCI
2
Columbus Circle Investors
$146M
3
MAM
3
Marketfield Asset Management
New York
$94.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.04B
5
UBS AM
5
UBS AM
Illinois
$286M

Top Sellers

1
SPC
1
Slate Path Capital
New York
$0
2
HM
2
HealthCor Management
New York
$40.5M
3
T
3
TOBAM
France
$17.5M
4
RIM
4
RS Investment Management
California
$52.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
FTIOP
376
Fiduciary Trust International of Pennsylvania
Pennsylvania
$405K 765 – –
TRCT
377
Tower Research Capital (TRC)
New York
$397K 751 -385 -34%
FSC
378
Fiduciary Services Corp
Georgia
$397K 751 -40 -5%
AGM
379
Alpine Global Management
New York
$389K 736 +736 New
BOTW
380
Bank of the West
California
$384K 726 -20 -3%
GT
381
Glenmede Trust
Pennsylvania
$370K 702 +73 +12%
EOJOAM
382
E. Ohman J:or Asset Management
Sweden
$368K 700 – –
WSTAM
383
Wilbanks Smith & Thomas Asset Management
Virginia
$349K 660 +10 +2%
GG
384
Gofen & Glossberg
Illinois
$344K 650 – –
SHGA
385
Sand Hill Global Advisors
California
$344K 650 – –
AI
386
Atria Investments
North Carolina
$341K 644 -145 -18%
IIM
387
Ipswich Investment Management
Massachusetts
$339K 640 – –
Bank of Nova Scotia
388
Bank of Nova Scotia
Ontario, Canada
$337K 637 +53 +9%
PAG
389
Private Advisor Group
New Jersey
$336K 635 -14 -2%
QI
390
QS Investors
New York
$335K 633 -200 -24%
CA
391
Cetera Advisors
Colorado
$334K 632 +632 New
WAM
392
Wolverine Asset Management
Illinois
$332K 629 -200 -24%
WT
393
Whittier Trust
California
$319K 604 +25 +4%
Connor, Clark & Lunn Investment Management (CC&L)
394
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$317K 600 -600 -50%
GD
395
Grandfield & Dodd
New York
$307K 581 -13 -2%
SO
396
STRS Ohio
Ohio
$305K 577 – –
BAS
397
Brown Advisory Securities
Maryland
$294K 557 -120 -18%
SIC
398
SFE Investment Counsel
California
$286K 540 -10 -2%
RW
399
Rand Wealth
Maryland
$284K 545 -25 -4%
GT
400
Greenleaf Trust
Michigan
$276K 521 – –
14 15
16
17 18