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Intuitive Surgical

564 hedge funds and large institutions have $21.4B invested in Intuitive Surgical in 2016 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 40

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 171

8% more funds holding

Funds holding: 522564 (+42)

3% more capital invested

Capital invested by funds: $20.9B → $21.4B (+$531M)

1% more call options, than puts

Call options by funds: $441M | Put options by funds: $439M

Holders
564
Holders Change
+42
Holders Change %
+8.05%
% of All Funds
15.03%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
86
Increased
198
Reduced
171
Closed
40
Calls
$441M
Puts
$439M
Net Calls
+$2.3M
Net Calls Change
+$149M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
376
Geneva Advisors
Illinois
$573K +$5.58K +90 +1%
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$569K -$326K -5,265 -38%
KeyBank National Association
378
KeyBank National Association
Ohio
$568K -$68.6K -1,107 -12%
ABFS
379
Appropriate Balance Financial Services
Washington
$554K +$515K +8,307 New
CC
380
ClearArc Capital
Ohio
$548K -$5.02K -81 -1%
CSS
381
Cubist Systematic Strategies
Connecticut
$546K -$91.5K -1,476 -15%
FRM
382
Fox Run Management
Connecticut
$541K +$502K +8,100 New
CS
383
Candriam SCA
Luxembourg
$533K -$1.34M -21,663 -73%
Walleye Trading
384
Walleye Trading
New York
$527K -$961K -15,507 -66%
ECM
385
Everence Capital Management
Indiana
$518K
Daiwa Securities Group
386
Daiwa Securities Group
Japan
$511K
JIC
387
Johnson Investment Counsel
Ohio
$509K
MSV
388
MN Services Vermogensbeheer
Netherlands
$493K +$521K +8,406 New
FG
389
Fiduciary Group
Georgia
$487K +$33.5K +540 +8%
BOTW
390
Bank of the West
California
$483K +$89.2K +1,440 +25%
WCM
391
Washington Capital Management
Washington
$481K
PAG
392
Private Advisor Group
New Jersey
$481K +$80.9K +1,305 +22%
RCM
393
Reynolds Capital Management
Nevada
$481K +$446K +7,200 New
MFS
394
MSI Financial Services
Massachusetts
$468K +$301K +4,860 +226%
MCM
395
McRae Capital Management
New Jersey
$456K -$27.9K -450 -6%
SO
396
STRS Ohio
Ohio
$454K +$27.3K +441 +7%
PNC
397
Park National Corp
Ohio
$451K -$56.3K -909 -12%
RCAMU
398
Rothschild & Co Asset Management US
Connecticut
$446K +$115K +1,854 +38%
EIM
399
Essex Investment Management
Massachusetts
$440K +$408K +6,588 New
ST
400
Smithfield Trust
Pennsylvania
$427K +$396K +6,390 New