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Intuitive Surgical
ISRG

Overview Fund Activity

612 hedge funds and large institutions have $27.7B invested in Intuitive Surgical in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 173 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-19
Holders Change %
-3.01%
% of All Funds
15.26%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
65
Increased
173
Reduced
259
Closed
73
Calls
$547M
Puts
$880M
Net Calls
-$333M
Net Calls Change
+$34.2M

Top Buyers

1
BlackRock
BlackRock
New York
$2.18B
2
Goldman Sachs
Goldman Sachs
New York
$1.03B
3
Edgewood Management
Edgewood Management
Connecticut
$705M
4
Capital World Investors
Capital World Investors
California
$737M
5
WRF
Waddell & Reed Financial
Kansas
$320M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$33K
2
AllianceBernstein
AllianceBernstein
Tennessee
$513M
3
MNA
Manning & Napier Advisors
New York
$39.1M
4
Brown Advisory
Brown Advisory
Maryland
$494M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
376
River Wealth Advisors
Pennsylvania
$866K +$866K +10,170 New
VIA
377
Virtus Investment Advisers
Connecticut
$848K -$56.7K -666 -6%
NIT
378
NumerixS Investment Technologies
British Columbia, Canada
$843K -$996K -11,700 -54%
NAM
379
North American Management
Massachusetts
$843K – – –
AG
380
Advisor Group
Arizona
$832K +$120K +1,413 +17%
BCP
381
Berkeley Capital Partners
Georgia
$828K +$79.7K +936 +11%
TNAM
382
Terra Nova Asset Management
New York
$821K +$821K +9,639 New
WAS
383
WESPAC Advisors SoCal
California
$820K +$84.3K +990 +11%
CA
384
Cetera Advisors
Colorado
$811K -$2.29K -27 -0.3%
KeyBank National Association
385
KeyBank National Association
Ohio
$799K -$12.3K -144 -2%
OC
386
Oppenheimer & Co
New York
$793K +$287K +3,375 +57%
1GA
387
1st Global Advisors
Texas
$788K +$254K +2,988 +48%
EOJOAM
388
E. Ohman J:or Asset Management
Sweden
$766K – – –
QI
389
Quotient Investors
New York
$766K -$76.6K -900 -9%
PCMI
390
Paradigm Capital Management Inc
New York
$766K – – –
KRSITF
391
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$761K -$201K -2,358 -21%
LFAS
392
Level Four Advisory Services
Texas
$745K +$45.1K +531 +6%
JIC
393
Johnson Investment Counsel
Ohio
$744K +$3.07K +36 +0.4%
NBC
394
Neuberger Berman Canada
Ontario, Canada
$743K +$442K +5,184 +147%
WDA
395
Wendell David Associates
New Hampshire
$740K – – –
MSV
396
MN Services Vermogensbeheer
Netherlands
$740K +$26.5K +333 +4%
WTC
397
WhitTier Trust Company
Nevada
$733K – – –
CB
398
Commerce Bank
Missouri
$725K +$110K +1,296 +18%
DSI
399
Daiwa SB Investments
Japan
$697K -$130K -1,530 -16%
CIP
400
Chartwell Investment Partners
Pennsylvania
$695K -$2.91M -34,137 -81%
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