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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 %
DAS
401
Dynamic Advisor Solutions
Arizona
$694K +$3.83K +45 +0.6%
CC
402
ClearArc Capital
Ohio
$690K -$36K -423 -5%
CPIM
403
Columbia Partners Investment Management
Virginia
$688K -$521K -6,120 -43%
ECM
404
Everence Capital Management
Indiana
$680K – – –
Bank of Nova Scotia
405
Bank of Nova Scotia
Ontario, Canada
$673K +$16.9K +198 +3%
LWCFA
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$657K -$69K -810 -10%
FO
407
FT Options
Illinois
$656K +$656K +7,704 New
FBT
408
First Bank & Trust
South Dakota
$645K -$10.7K -126 -2%
II
409
IFM Investors
Australia
$622K +$234K +2,745 +60%
Federated Hermes
410
Federated Hermes
Pennsylvania
$621K -$337K -3,951 -35%
BOTW
411
Bank of the West
California
$615K – – –
FG
412
Fiduciary Group
Georgia
$610K – – –
SI
413
Shaker Investments
Ohio
$583K – – –
ZIC
414
ZWJ Investment Counsel
Georgia
$583K +$583K +6,840 New
PNC
415
Park National Corp
Ohio
$575K – – –
SSWM
416
Smith Salley Wealth Management
North Carolina
$570K -$43.7K -513 -7%
SIC
417
Salem Investment Counselors
North Carolina
$566K +$76.5K +900 +16%
LS
418
Livforsakringsbolaget Skandia
Sweden
$543K -$996K -11,700 -65%
PIA
419
Piedmont Investment Advisors
North Carolina
$540K -$4.6K -54 -0.8%
RCAMU
420
Rothschild & Co Asset Management US
Connecticut
$536K -$244K -2,862 -31%
Truist Financial
421
Truist Financial
North Carolina
$527K +$527K +6,192 New
CI
422
Cavalier Investments
Georgia
$525K – – –
KI
423
Koch Industries
Kansas
$524K +$277K +3,249 +112%
SAMC
424
Spectrum Asset Management (California)
California
$511K – – –
MCM
425
McRae Capital Management
New Jersey
$506K -$36.8K -432 -7%
15 16
17
18 19