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Intuitive Surgical
ISRG

Overview Fund Activity

610 hedge funds and large institutions have $25.3B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 214 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+33
Holders Change %
+5.72%
% of All Funds
16.3%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
71
Increased
214
Reduced
189
Closed
33
Calls
$581M
Puts
$708M
Net Calls
-$127M
Net Calls Change
+$6.65M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.05B
2
JHIU
Janus Henderson Investors US
Colorado
$112M
3
Goldman Sachs
Goldman Sachs
New York
$177M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$521M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B

Top Sellers

1
TAM
Tiverton Asset Management
Delaware
$13.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.61B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$208M
4
Morgan Stanley
Morgan Stanley
New York
$724M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
MAI Capital Management
Ohio
$705K -$31.9K -396 -4%
Federated Hermes
402
Federated Hermes
Pennsylvania
$695K -$265K -3,285 -28%
CC
403
ClearArc Capital
Ohio
$691K +$26.1K +324 +4%
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$686K – – –
KeyBank National Association
405
KeyBank National Association
Ohio
$680K -$7.97K -99 -1%
LTFS
406
Ladenburg Thalmann Financial Services
Florida
$677K +$36.2K +450 +6%
FMT
407
First Mercantile Trust
Tennessee
$674K -$72.5K -900 -10%
Neuberger Berman Group
408
Neuberger Berman Group
New York
$661K +$209K +2,601 +46%
JGC
409
J. Goldman & Co
New York
$652K +$652K +8,100 New
NIT
410
NumerixS Investment Technologies
British Columbia, Canada
$652K +$652K +8,100 New
DAS
411
Dynamic Advisor Solutions
Arizona
$651K -$36.2K -450 -5%
ABFS
412
Appropriate Balance Financial Services
Washington
$635K -$27.5K -342 -4%
BCM
413
Bayesian Capital Management
New York
$631K +$631K +7,830 New
RCAMU
414
Rothschild & Co Asset Management US
Connecticut
$614K +$6.52K +81 +1%
BOTW
415
Bank of the West
California
$582K – – –
SSWM
416
Smith Salley Wealth Management
North Carolina
$581K -$13.8K -171 -2%
CA
417
Continental Advisors
Utah
$580K -$747K -9,270 -56%
WCM
418
Washington Capital Management
Washington
$580K – – –
CEP
419
Chicago Equity Partners
Illinois
$580K +$580K +7,200 New
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$580K +$72.5K +900 +14%
FG
421
Fiduciary Group
Georgia
$577K – – –
JIC
422
Johnson Investment Counsel
Ohio
$574K -$18.1K -225 -3%
CWM
423
CIBC World Markets
New York
$570K -$1.29M -16,002 -69%
Bank of Nova Scotia
424
Bank of Nova Scotia
Ontario, Canada
$569K +$21.7K +270 +4%
SI
425
Shaker Investments
Ohio
$551K – – –
15 16
17
18 19