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Intuitive Surgical
ISRG

Overview Fund Activity

522 hedge funds and large institutions have $20.9B invested in Intuitive Surgical in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 48 closing their positions.

Holders
522
Holders Change
+16
Holders Change %
+3.16%
% of All Funds
13.71%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
70
Increased
169
Reduced
191
Closed
48
Calls
$433M
Puts
$579M
Net Calls
-$146M
Net Calls Change
+$54.3M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.06B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.48B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$597M
4
Millennium Management
4
Millennium Management
New York
$157M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$112M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$225M
2
Goldman Sachs
2
Goldman Sachs
New York
$79.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$830K
4
Morgan Stanley
4
Morgan Stanley
New York
$772M
5
American Century Companies
5
American Century Companies
Missouri
$257M
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
426
Tiemann Investment Advisors
California
$213K 390 -90 -19%
TTWM
427
TCV Trust & Wealth Management
Virginia
$213K 390 +390 New
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$208K 380 +380 New
CCA
429
Checchi Capital Advisers
California
$205K 375 +375 New
BBNB
430
Baker Boyer National Bank
Washington
$201K 368 +368 New
AW
431
Alpha Windward
Massachusetts
$188K 344 -5 -1%
ARMT
432
Amica Retiree Medical Trust
Rhode Island
$180K 330 – –
LOAMS
433
Lombard Odier Asset Management (Switzerland)
Switzerland
$174K 316 -1,042 -77%
NFG
434
Next Financial Group
Texas
$169K 311 -100 -24%
JIC
435
Joel Isaacson & Co
New York
$164K 300 – –
IA
436
IFP Advisors
Florida
$150K 275 +275 New
GT
437
Glenmede Trust
Pennsylvania
$145K 267 -120 -31%
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$141K 259 -10 -4%
EWM
439
Endurance Wealth Management
Rhode Island
$137K 250 – –
PAM
440
PartnerRe Asset Management
Connecticut
$135K 248 -422 -63%
PAIA
441
Park Avenue Institutional Advisers
New York
$134K 246 – –
FMLI
442
Fukoku Mutual Life Insurance
Japan
$133K 243 – –
AIM
443
Assured Investment Management
New York
$133K 243 +243 New
MFS
444
MSI Financial Services
Massachusetts
$131K 239 +166 +227%
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$129K 237 -65 -22%
HNB
446
Huntington National Bank
Ohio
$120K 220 -6 -3%
MWP
447
MYCIO Wealth Partners
Pennsylvania
$120K 220 – –
BC
448
Bartlett & Co
Ohio
$117K 215 – –
Bessemer Group
449
Bessemer Group
New Jersey
$110K 200 +70 +54%
SF
450
Synovus Financial
Georgia
$105K 193 +37 +24%
16 17
18
19 20