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Intuitive Surgical
ISRG

Overview Fund Activity

483 hedge funds and large institutions have $15.2B invested in Intuitive Surgical in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 120 increasing their positions, 209 reducing their positions, and 45 closing their positions.

Holders
483
Holders Change
+15
Holders Change %
+3.21%
% of All Funds
14.02%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
65
Increased
120
Reduced
209
Closed
45
Calls
$531M
Puts
$781M
Net Calls
-$250M
Net Calls Change
-$315M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.6B
2
Millennium Management
2
Millennium Management
New York
$125M
3
TCIM
3
TIAA CREF Investment Management
New York
$143M
4
WRF
4
Waddell & Reed Financial
Kansas
$210M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$78.9M

Top Sellers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$99.8M
3
Norges Bank
3
Norges Bank
Norway
$130M
4
Capital World Investors
4
Capital World Investors
California
$139M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
HRIA
451
Haberer Registered Investment Advisor
Ohio
$35K 75 -200 -73%
VIA
452
Vantage Investment Advisors
Pennsylvania
$35K 75 – –
HI
453
Hudock Inc
Pennsylvania
$35K 75 – –
WEC
454
Winslow Evans & Crocker
Massachusetts
$32.8K 72 +1 +1%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$30.5K 66 +44 +200%
SSB
456
Sandy Spring Bank
Maryland
$30K 65 – –
KT
457
Kanaly Trust
Texas
$28K 61 – –
GSC
458
Ground Swell Capital
South Carolina
$28K 60 +18 +43%
CFA
459
Carroll Financial Associates
North Carolina
$25K 50 – –
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$23K 50 – –
QAM
461
QCI Asset Management
New York
$23K 50 – –
PFO
462
Pathstone Family Office
New Jersey
$23K 50 +50 New
VFA
463
Virtus Fund Advisers
Connecticut
$19K 42 -342 -89%
TSW
464
Thompson Siegel & Walmsley
Virginia
$18K 40 – –
Manulife (Manufacturers Life Insurance)
465
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.9K 36,683 -2,484 -6%
RFA
466
Reilly Financial Advisors
California
$16K 35 – –
TFO
467
Tarbox Family Office
California
$13K 28 – –
DADC
468
D.A. Davidson & Co
Montana
$12K 27 -30 -53%
FANJ
469
Financial Architects (New Jersey)
New Jersey
$10K 22 – –
CA
470
CapWealth Advisors
Tennessee
$9K 20 – –
FAM
471
Formidable Asset Management
Ohio
$8K 17 – –
CAW
472
Cornerstone Advisors (Washington)
Washington
$7K 15 -2 -12%
GAM
473
Gemmer Asset Management
California
$7K 15 – –
PFSC
474
Peoples Financial Services Corp
Pennsylvania
$7K 15 – –
SA
475
SRH Advisors
Kansas
$7K 15 – –
17 18
19
20 21