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Intuitive Surgical
ISRG

Overview Fund Activity

522 hedge funds and large institutions have $20.9B invested in Intuitive Surgical in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 48 closing their positions.

Holders
522
Holders Change
+16
Holders Change %
+3.16%
% of All Funds
13.71%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
70
Increased
169
Reduced
191
Closed
48
Calls
$433M
Puts
$579M
Net Calls
-$146M
Net Calls Change
+$54.3M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.06B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.48B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$597M
4
Millennium Management
4
Millennium Management
New York
$157M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$112M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$1.92B
2
WRF
2
Waddell & Reed Financial
Kansas
$225M
3
Goldman Sachs
3
Goldman Sachs
New York
$79.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$830K
5
Morgan Stanley
5
Morgan Stanley
New York
$772M
Name Market Value Shares Shares
Change 		Shares
Change %
GD
376
Grandfield & Dodd
New York
$370K 678 – –
Janney Montgomery Scott
377
Janney Montgomery Scott
Pennsylvania
$360K 659 -1,474 -69%
PAG
378
Private Advisor Group
New Jersey
$358K 656 +36 +6%
ACI
379
Alpha Cubed Investments
California
$357K 653 – –
GG
380
Gofen & Glossberg
Illinois
$355K 650 – –
BOTW
381
Bank of the West
California
$351K 643 – –
CEP
382
Chicago Equity Partners
Illinois
$350K 640 +120 +23%
RHBC
383
R.H. Bluestein & Co
Michigan
$344K 630 +130 +26%
CA
384
Cetera Advisors
Colorado
$338K 620 -10 -2%
IIC
385
Ironwood Investment Counsel
Arizona
$328K 600 -50 -8%
SRAM
386
Stone Ridge Asset Management
New York
$328K 600 +100 +20%
CC
387
Capital Counsel
New York
$328K 600 +600 New
IIM
388
Ipswich Investment Management
Massachusetts
$322K 590 – –
LG
389
LaFleur & Godfrey
Michigan
$322K 590 +25 +4%
Federated Hermes
390
Federated Hermes
Pennsylvania
$318K 583 -24 -4%
AT
391
Arden Trust
Delaware
$317K 581 +4 +0.7%
SHGA
392
Sand Hill Global Advisors
California
$314K 575 – –
HCM
393
Hollencrest Capital Management
California
$314K 575 – –
AI
394
Atria Investments
North Carolina
$304K 566 -52 -8%
ID
395
Integral Derivatives
New York
$304K 556 +556 New
QSS
396
Quantitative Systematic Strategies
Florida
$301K 545 +545 New
RCAMU
397
Rothschild & Co Asset Management US
Connecticut
$293K 536 +536 New
Baird Financial Group
398
Baird Financial Group
Wisconsin
$291K 533 -25 -4%
GT
399
Greenleaf Trust
Michigan
$285K 521 – –
WSTAM
400
Wilbanks Smith & Thomas Asset Management
Virginia
$279K 510 -100 -16%
14 15
16
17 18