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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 %
RA
451
Rational Advisors
New York
$8K 22 – –
PFS
452
Penseco Financial Services
Pennsylvania
$6K 15 -15 -50%
ECM
453
ETrade Capital Management
Virginia
$6K 15 -3 -17%
FAM
454
Formidable Asset Management
Ohio
$6K 17 +17 New
NCM
455
Nelson Capital Management
California
$5K 14 -7,659 -100%
FNBT
456
FineMark National Bank & Trust
Florida
$5K 14 -83 -86%
PSI
457
Pinnacle Summer Investments
Virginia
$5K 12 -12 -50%
EFSCE
458
Enterprise Financial Services Corp (EFSC)
Missouri
$5K 14 -5 -26%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$5K 12 – –
PTC
460
Private Trust Company
Ohio
$5K 12 – –
FAM
461
Fred Alger Management
New York
$5K 14 +14 New
NHFG
462
New Harbor Financial Group
Massachusetts
$4K 10 -10 -50%
TWA
463
TCI Wealth Advisors
Arizona
$3K 8 – –
NES
464
New England Securities
New York
$3K 7 +3 +75%
PFO
465
Pathstone Family Office
New Jersey
$3K 7 +7 New
KIG
466
Kessler Investment Group
Indiana
$3K 8 +8 New
FHA
467
First Horizon Advisors
Tennessee
$2K 4 – –
SNT
468
Security National Trust
West Virginia
$2K 4 +4 New
CCM
469
Chilton Capital Management
Texas
$1.51K 4 – –
LPC
470
Lone Pine Capital
Connecticut
– – -1,161,068 Closed
Jennison Associates
471
Jennison Associates
New York
– – -989,410 Closed
Winslow Capital Management
472
Winslow Capital Management
Minnesota
– – -794,020 Closed
Polen Capital Management
473
Polen Capital Management
Florida
– – -311,340 Closed
SGA
474
Sustainable Growth Advisers
Connecticut
– – -270,345 Closed
HCM
475
Hoplite Capital Management
New York
– – -169,809 Closed
17 18
19
20 21