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Intuitive Surgical

564 hedge funds and large institutions have $21.4B invested in Intuitive Surgical in 2016 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 40

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 171

8% more funds holding

Funds holding: 522564 (+42)

3% more capital invested

Capital invested by funds: $20.9B → $21.4B (+$531M)

1% more call options, than puts

Call options by funds: $441M | Put options by funds: $439M

Holders
564
Holders Change
+42
Holders Change %
+8.05%
% of All Funds
15.03%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
86
Increased
198
Reduced
171
Closed
40
Calls
$441M
Puts
$439M
Net Calls
+$2.3M
Net Calls Change
+$149M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
426
Capstone Investment Advisors
New York
$300K +$279K +4,500 New
NI
427
Numeric Investors
Massachusetts
$289K -$11.2K -180 -4%
AP
428
Advisor Partners
California
$287K +$24.5K +396 +10%
Mirae Asset Global Investments
429
Mirae Asset Global Investments
South Korea
$287K +$267K +4,302 New
Balyasny Asset Management
430
Balyasny Asset Management
Illinois
$282K -$586K -9,450 -69%
DWA
431
Douglass Winthrop Advisors
New York
$270K
SCM
432
Stonebridge Capital Management
California
$270K
BA
433
BKS Advisors
Michigan
$267K
TH
434
Timber Hill
Connecticut
$260K +$241K +3,888 New
W
435
Wealthfront
California
$258K -$10.6K -171 -4%
CBU
436
CIBC Bank USA
Illinois
$256K -$624K -10,062 -72%
WF
437
Welch & Forbes
Massachusetts
$255K
GT
438
Greenleaf Trust
Michigan
$253K -$55.8K -900 -19%
WB
439
WesBanco Bank
West Virginia
$252K
RIL
440
Rothschild Investment LLC
Illinois
$249K -$8.37K -135 -3%
TSWM
441
Triangle Securities Wealth Management
North Carolina
$246K
Connor, Clark & Lunn Investment Management (CC&L)
442
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$240K +$223K +3,600 New
PCM
443
Prelude Capital Management
New York
$238K +$221K +3,564 New
TCOV
444
Trust Company of Vermont
Vermont
$237K
FIM
445
Freedom Investment Management
Connecticut
$235K +$218K +3,519 New
TTWM
446
TCV Trust & Wealth Management
Virginia
$234K
TIA
447
Tiemann Investment Advisors
California
$234K
CB
448
Commerce Bank
Missouri
$233K +$216K +3,492 New
HCC
449
Hirtle Callaghan & Co
Pennsylvania
$229K -$18.4K -297 -8%
PGFC
450
Peapack-Gladstone Financial Corp
New Jersey
$228K