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Intuitive Surgical
ISRG

Overview Fund Activity

493 hedge funds and large institutions have $13.5B invested in Intuitive Surgical in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 140 increasing their positions, 192 reducing their positions, and 56 closing their positions.

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
14.32%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
84
Increased
140
Reduced
192
Closed
56
Calls
$569M
Puts
$829M
Net Calls
-$260M
Net Calls Change
+$17.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$660M
2
O
2
OppenheimerFunds
New York
$211M
3
Sands Capital Management
3
Sands Capital Management
Virginia
$821M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$258M
5
BA
5
BlackRock Advisors
Delaware
$188M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$118M
2
Coatue Management
2
Coatue Management
New York
$0
3
SCA
3
SAC Capital Advisors
Connecticut
$615K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$80.2M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFBTD
451
MB Financial Bank - Trust Department
Illinois
$42K 110 – –
BPBT
452
Boston Private Bank & Trust
Massachusetts
$38K 100 -7 -7%
PSUF
453
People's United Financial
Connecticut
$38K 100 – –
AII
454
AGF Investments Inc
Ontario, Canada
$38K 100 +100 New
SMG
455
Spectrum Management Group
Indiana
$38K 100 +100 New
AA
456
AlphaMark Advisors
Kentucky
$35K 90 – –
SHWM
457
Smith & Howard Wealth Management
Georgia
$35K 91 – –
MAM
458
Mizuho Asset Management
Japan
$28K 74 – –
FHA
459
First Horizon Advisors
Tennessee
$25K 64 +60 +1,500%
CFG
460
CKW Financial Group
Hawaii
$20K 52 +52 New
ITIM
461
Indiana Trust & Investment Management
Indiana
$19K 50 -95 -66%
QAM
462
QCI Asset Management
New York
$19K 50 – –
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$19K 50 – –
CFA
464
Carroll Financial Associates
North Carolina
$19K 50 – –
HI
465
Hudock Inc
Pennsylvania
$19K 50 +25 +100%
VIA
466
Vantage Investment Advisors
Pennsylvania
$19K 50 +50 New
PAS
467
Partnervest Advisory Services
California
$17K 44 – –
PWAG
468
Polaris Wealth Advisory Group
California
$15K 38 +38 New
Manulife (Manufacturers Life Insurance)
469
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.3K 37,127 -6,205 -14%
RFA
470
Reilly Financial Advisors
California
$13K 35 – –
WEC
471
Winslow Evans & Crocker
Massachusetts
$12K 30 +30 New
TFO
472
Tarbox Family Office
California
$11K 28 +28 New
ASN
473
Advisory Services Network
Georgia
$10K 25 +25 New
CA
474
CapWealth Advisors
Tennessee
$8K 20 -3,784 -99%
MCM
475
Manchester Capital Management
Vermont
$8K 20 -43 -68%
17 18
19
20 21