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Intuitive Surgical
ISRG

Overview Fund Activity

506 hedge funds and large institutions have $17.4B invested in Intuitive Surgical in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 163 reducing their positions, and 40 closing their positions.

Holders
506
Holders Change
+19
Holders Change %
+3.9%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
62
Increased
182
Reduced
163
Closed
40
Calls
$313M
Puts
$514M
Net Calls
-$201M
Net Calls Change
-$116M

Top Buyers

1
MNA
1
Manning & Napier Advisors
New York
$274M
2
DCP
2
DSM Capital Partners
Florida
$91.9M
3
Capital World Investors
3
Capital World Investors
California
$220M
4
Citadel Advisors
4
Citadel Advisors
Florida
$81.8M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$82.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$411M
2
Morgan Stanley
2
Morgan Stanley
New York
$711M
3
CNB
3
City National Bank
California
$6.41M
4
SP
4
Sarasin & Partners
United Kingdom
$26.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$535M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
401
Federated Hermes
Pennsylvania
$279K 607 -442 -42%
IIM
402
Ipswich Investment Management
Massachusetts
$271K 590 – –
AT
403
Arden Trust
Delaware
$265K 577 +111 +24%
HCM
404
Hollencrest Capital Management
California
$264K 575 -173 -23%
SHGA
405
Sand Hill Global Advisors
California
$264K 575 -75 -12%
LG
406
LaFleur & Godfrey
Michigan
$260K 565 -775 -58%
Baird Financial Group
407
Baird Financial Group
Wisconsin
$256K 558 +116 +26%
WA
408
WFG Advisors
Texas
$252K 548 +140 +34%
GS
409
GAM Systematic
United Kingdom
$246K 536 +536 New
GT
410
Greenleaf Trust
Michigan
$239K 521 – –
CEP
411
Chicago Equity Partners
Illinois
$239K 520 +520 New
HCM
412
Highbridge Capital Management
New York
$233K 507 +507 New
SRAM
413
Stone Ridge Asset Management
New York
$230K 500 – –
RHBC
414
R.H. Bluestein & Co
Michigan
$230K 500 – –
JG
415
Jefferies Group
New York
$222K 483 -1,242 -72%
TIA
416
Tiemann Investment Advisors
California
$221K 480 -125 -21%
FWM
417
Frontier Wealth Management
Missouri
$221K 480 -22 -4%
DWA
418
Douglass Winthrop Advisors
New York
$207K 450 – –
BA
419
BKS Advisors
Michigan
$204K 444 – –
QI
420
QS Investors
New York
$201K 438 – –
HCC
421
Hirtle Callaghan & Co
Pennsylvania
$200K 435 – –
TCOV
422
Trust Company of Vermont
Vermont
$191K 415 – –
NFG
423
Next Financial Group
Texas
$188K 411 -100 -20%
MAM
424
Mizuho Asset Management
Japan
$186K 404 +99 +32%
GT
425
Glenmede Trust
Pennsylvania
$177K 387 +14 +4%
15 16
17
18 19