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Intuitive Surgical
ISRG

Overview Fund Activity

577 hedge funds and large institutions have $23.6B invested in Intuitive Surgical in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 218 increasing their positions, 193 reducing their positions, and 36 closing their positions.

Holders
577
Holders Change
+14
Holders Change %
+2.49%
% of All Funds
15.42%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.56%
New
57
Increased
218
Reduced
193
Closed
36
Calls
$392M
Puts
$526M
Net Calls
-$134M
Net Calls Change
-$136M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$410M
3
BFA
3
BlackRock Fund Advisors
California
$550M
4
EVM
4
Eaton Vance Management
Massachusetts
$96.7M
5
TAM
5
Tiverton Asset Management
Delaware
$60.4M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$8.25M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$318M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$464M
4
DCP
4
DSM Capital Partners
Florida
$27.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FMBTD
451
First Midwest Bank Trust Division
Illinois
$289K 436 -70 -14%
WF
452
Welch & Forbes
Massachusetts
$281K 425 – –
CBU
453
CIBC Bank USA
Illinois
$281K 426 – –
GT
454
Greenleaf Trust
Michigan
$278K 421 – –
Mirae Asset Global Investments
455
Mirae Asset Global Investments
South Korea
$269K 406 -72 -15%
RIL
456
Rothschild Investment LLC
Illinois
$265K 400 -15 -4%
IFAM
457
Institutional & Family Asset Management
Colorado
$265K 400 – –
WAS
458
WESPAC Advisors SoCal
California
$261K 395 +100 +34%
TCOV
459
Trust Company of Vermont
Vermont
$261K 395 – –
CCA
460
Checchi Capital Advisers
California
$259K 392 +17 +5%
TIA
461
Tiemann Investment Advisors
California
$258K 390 – –
OC
462
Oppenheimer & Co
New York
$251K 379 +379 New
BBNB
463
Baker Boyer National Bank
Washington
$243K 368 – –
TTWM
464
TCV Trust & Wealth Management
Virginia
$241K 365 -25 -6%
PAM
465
Princeton Alpha Management
New Jersey
$239K 362 +362 New
WSTAM
466
Wilbanks Smith & Thomas Asset Management
Virginia
$238K 360 – –
CC
467
Courier Capital
New York
$238K 360 – –
WB
468
WesBanco Bank
West Virginia
$235K 355 -65 -15%
1SB
469
1ST Source Bank
Indiana
$231K 349 -8 -2%
CSIC
470
Clifford Swan Investment Counsel
California
$228K 345 – –
CLOS
471
Compagnie Lombard Odier SCmA
Switzerland
$228K 345 – –
PGFC
472
Peapack-Gladstone Financial Corp
New Jersey
$218K 330 -50 -13%
ARMT
473
Amica Retiree Medical Trust
Rhode Island
$218K 330 – –
TDC
474
Thompson Davis & Co
Virginia
$216K 327 +34 +12%
MTC
475
McDaniel Terry & Co
Texas
$215K 325 +325 New
17 18
19
20 21