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Intuitive Surgical
ISRG

Overview Fund Activity

487 hedge funds and large institutions have $16.4B invested in Intuitive Surgical in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 50 closing their positions.

Holders
487
Holders Change
-9
Holders Change %
-1.81%
% of All Funds
13.13%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
49
Increased
169
Reduced
171
Closed
50
Calls
$401M
Puts
$486M
Net Calls
-$85.2M
Net Calls Change
+$33.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$627M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.93B
3
WRF
3
Waddell & Reed Financial
Kansas
$347M
4
Wells Fargo
4
Wells Fargo
California
$156M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$426M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$848M
2
O
2
OrbiMed
New York
$146M
3
Brown Advisory
3
Brown Advisory
Maryland
$616M
4
Millennium Management
4
Millennium Management
New York
$42.2M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QAM
451
QCI Asset Management
New York
$24K 50 – –
BKA
452
Brick & Kyle Associates
Pennsylvania
$24K 50 – –
Schroder Investment Management Group
453
Schroder Investment Management Group
United Kingdom
$22K 45 -487 -92%
CLOS
454
Compagnie Lombard Odier SCmA
Switzerland
$21K 45 -250 -85%
LOT
455
Lombard Odier Transatlantic
Quebec, Canada
$21K 45 -120 -73%
WP
456
WealthPLAN Partners
Nebraska
$19K 39 -16 -29%
TSW
457
Thompson Siegel & Walmsley
Virginia
$19K 40 – –
Manulife (Manufacturers Life Insurance)
458
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K 37,189 -307 -0.8%
RFA
459
Reilly Financial Advisors
California
$17K 35 – –
BWA
460
Burt Wealth Advisors
Maryland
$13K 28 – –
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$12K 25 – –
MUS
462
Mitsubishi UFJ Securities
Japan
$10K 20 – –
GAM
463
Gemmer Asset Management
California
$10K 20 – –
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$9.06K 22 +7 +47%
DADC
465
D.A. Davidson & Co
Montana
$9K 20 – –
First Manhattan
466
First Manhattan
New York
$9K 20 +20 New
FAM
467
Formidable Asset Management
Ohio
$8K 17 – –
CAW
468
Cornerstone Advisors (Washington)
Washington
$7K 15 – –
PFSC
469
Peoples Financial Services Corp
Pennsylvania
$7K 15 – –
SA
470
SRH Advisors
Kansas
$7K 15 – –
GWA
471
Genesis Wealth Advisors
Massachusetts
$5.33K 11 +11 New
BCM
472
Blume Capital Management
California
$5K 10 – –
GXMC
473
Global X Management Company
New York
$5K 10 +10 New
TFO
474
Tarbox Family Office
California
$4K 9 – –
NHFG
475
New Harbor Financial Group
Massachusetts
$4K 10 – –
17 18
19
20 21