ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

577 hedge funds and large institutions have $23.6B invested in Intuitive Surgical in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 218 increasing their positions, 193 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+14
Holders Change %
+2.49%
% of All Funds
15.42%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.56%
New
57
Increased
218
Reduced
193
Closed
36
Calls
$392M
Puts
$526M
Net Calls
-$134M
Net Calls Change
-$136M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$410M
3
BFA
3
BlackRock Fund Advisors
California
$550M
4
EVM
4
Eaton Vance Management
Massachusetts
$96.7M
5
TAM
5
Tiverton Asset Management
Delaware
$60.4M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$8.25M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$318M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$464M
4
DCP
4
DSM Capital Partners
Florida
$27.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
376
QS Investors
New York
$734K +$662 +9 +0.1%
BCP
377
Berkeley Capital Partners
Georgia
$710K -$82K -1,116 -10%
AIM
378
Assured Investment Management
New York
$700K +$700K +9,522 New
FMT
379
First Mercantile Trust
Tennessee
$681K -$99.2K -1,350 -13%
EDRS
380
Edmond de Rothschild (Suisse)
Switzerland
$681K – – –
EDRH
381
Edmond de Rothschild Holding
Switzerland
$681K – – –
TNBTD
382
Trustmark National Bank Trust Department
Mississippi
$681K +$681K +9,270 New
WDA
383
Wendell David Associates
New Hampshire
$674K – – –
MCM
384
MAI Capital Management
Ohio
$672K -$37.7K -513 -5%
PCMI
385
Paradigm Capital Management Inc
New York
$661K – – –
GS
386
GAM Systematic
United Kingdom
$655K +$265K +3,609 +68%
WTC
387
WhitTier Trust Company
Nevada
$650K – – –
KeyBank National Association
388
KeyBank National Association
Ohio
$628K +$2.65K +36 +0.4%
DAS
389
Dynamic Advisor Solutions
Arizona
$627K -$3.31K -45 -0.5%
LWCFA
390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$626K – – –
CC
391
ClearArc Capital
Ohio
$607K +$3.97K +54 +0.7%
Rafferty Asset Management
392
Rafferty Asset Management
New York
$606K -$278K -3,780 -31%
ABFS
393
Appropriate Balance Financial Services
Washington
$605K -$5.29K -72 -0.9%
ST
394
Spot Trading
Illinois
$603K -$66.1K -900 -10%
TW
395
Transform Wealth
Colorado
$592K +$592K +8,055 New
PAG
396
Private Advisor Group
New Jersey
$587K +$50.3K +675 +9%
LTFS
397
Ladenburg Thalmann Financial Services
Florida
$587K +$148K +2,016 +34%
FCI
398
Financial Counselors Inc
Kansas
$584K +$584K +7,947 New
MAM
399
Mizuho Asset Management
Japan
$571K +$406K +5,526 +247%
ECM
400
Everence Capital Management
Indiana
$569K – – –
14 15
16
17 18