We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 56

5% more capital invested

Capital invested by funds: $12.9B → $13.5B (+$662M)

5% more funds holding

Funds holding: 470 → 493 (+23)

27% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 192

31% less call options, than puts

Call options by funds: $569M | Put options by funds: $829M

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
14.31%
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
Fidelity Investments
Massachusetts
+$250M
2
O
OppenheimerFunds
New York
+$208M
3
Sands Capital Management
Sands Capital Management
Virginia
+$189M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$159M
5
BA
BlackRock Advisors
Delaware
+$140M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$260M
2
Coatue Management
Coatue Management
New York
-$159M
3
SCA
SAC Capital Advisors
Connecticut
-$139M
4
Renaissance Technologies
Renaissance Technologies
New York
-$93.5M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$79.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
476
Rational Advisors
New York
$8K -$379 -9 -5%
FAM
477
Formidable Asset Management
Ohio
$7K – – –
PFSC
478
Peoples Financial Services Corp
Pennsylvania
$6K +$5.68K +135 New
SA
479
SRH Advisors
Kansas
$6K +$5.68K +135 New
ECM
480
ETrade Capital Management
Virginia
$5K -$1.14K -27 -20%
EFSCE
481
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$757 -18 -14%
FAM
482
Fred Alger Management
New York
$5K – – –
NCM
483
Nelson Capital Management
California
$5K – – –
PSI
484
Pinnacle Summer Investments
Virginia
$5K – – –
PTC
485
Private Trust Company
Ohio
$5K – – –
S
486
SignatureFD
Georgia
$5K +$5.3K +126 New
NHFG
487
New Harbor Financial Group
Massachusetts
$4K – – –
BCM
488
Blume Capital Management
California
$4K +$3.79K +90 New
WOC
489
West Oak Capital
California
$3.84K -$220K -5,220 -98%
FNBT
490
FineMark National Bank & Trust
Florida
$3K -$2.65K -63 -50%
TWA
491
TCI Wealth Advisors
Arizona
$3K – – –
TCM
492
Tradewinds Capital Management
Washington
$2K +$2.27K +54 New
CCM
493
Chilton Capital Management
Texas
$1.54K – – –
NES
494
New England Securities
New York
$1K -$1.89K -45 -71%
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.14K +27 New
Coatue Management
496
Coatue Management
New York
– -$159M -3,796,758 Closed
Viking Global Investors
497
Viking Global Investors
Connecticut
– -$79.2M -1,893,834 Closed
Capital Research Global Investors
498
Capital Research Global Investors
California
– -$56.4M -1,350,000 Closed
CII
499
CR Intrinsic Investors
Connecticut
– -$48.9M -1,170,000 Closed
Massachusetts Financial Services
500
Massachusetts Financial Services
Massachusetts
– -$31.4M -749,961 Closed
18 19
20
21 22