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Intuitive Surgical
ISRG

Overview Fund Activity

470 hedge funds and large institutions have $12.9B invested in Intuitive Surgical in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 178 reducing their positions, and 88 closing their positions.

Holders
470
Holders Change
-35
Holders Change %
-6.93%
% of All Funds
15.24%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.26%
New
58
Increased
164
Reduced
178
Closed
88
Calls
$564M
Puts
$842M
Net Calls
-$278M
Net Calls Change
+$27.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$616M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$398M
3
Morgan Stanley
3
Morgan Stanley
New York
$636M
4
Brown Advisory
4
Brown Advisory
Maryland
$595M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$617M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$812M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$79.2M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
426
Central Trust Company
Missouri
$65K 173 -1,210 -87%
CCM
427
Cupps Capital Management
Illinois
$57K 154 -799 -84%
HF
428
Hoxton Financial
West Virginia
$57K 151 +13 +9%
ITIM
429
Indiana Trust & Investment Management
Indiana
$55K 145 +145 New
CL
430
CFS LLC
Oklahoma
$46K 124 – –
DADC
431
D.A. Davidson & Co
Montana
$45K 126 -65 -34%
AC
432
Alexandria Capital
Virginia
$42K 111 -104 -48%
MFBTD
433
MB Financial Bank - Trust Department
Illinois
$41K 110 – –
BPBT
434
Boston Private Bank & Trust
Massachusetts
$40K 107 -93 -47%
EWM
435
Evercore Wealth Management
New York
$38K 100 -50 -33%
PSUF
436
People's United Financial
Connecticut
$38K 100 – –
SHWM
437
Smith & Howard Wealth Management
Georgia
$34K 91 – –
AA
438
AlphaMark Advisors
Kentucky
$34K 90 – –
MAM
439
Mizuho Asset Management
Japan
$28K 74 – –
MCM
440
Manchester Capital Management
Vermont
$24K 63 -24 -28%
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$19K 50 – –
QAM
442
QCI Asset Management
New York
$19K 50 – –
CFA
443
Carroll Financial Associates
North Carolina
$18K 50 – –
PAS
444
Partnervest Advisory Services
California
$17K 44 – –
Manulife (Manufacturers Life Insurance)
445
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.3K 43,332 +1,318 +3%
RFA
446
Reilly Financial Advisors
California
$13K 35 – –
EWM
447
Elite Wealth Management
Washington
$11K 29 +29 New
SSB
448
Sandy Spring Bank
Maryland
$9K 25 – –
HI
449
Hudock Inc
Pennsylvania
$9K 25 +25 New
AF
450
Arrow Financial
New York
$8K 20 -10 -33%
16 17
18
19 20