ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

506 hedge funds and large institutions have $17.4B invested in Intuitive Surgical in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 163 reducing their positions, and 40 closing their positions.

Holders
506
Holders Change
+19
Holders Change %
+3.9%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
62
Increased
182
Reduced
163
Closed
40
Calls
$313M
Puts
$514M
Net Calls
-$201M
Net Calls Change
-$116M

Top Buyers

1
MNA
1
Manning & Napier Advisors
New York
$274M
2
DCP
2
DSM Capital Partners
Florida
$91.9M
3
Capital World Investors
3
Capital World Investors
California
$220M
4
Citadel Advisors
4
Citadel Advisors
Florida
$81.8M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$82.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$411M
2
Morgan Stanley
2
Morgan Stanley
New York
$711M
3
CNB
3
City National Bank
California
$6.41M
4
SP
4
Sarasin & Partners
United Kingdom
$26.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$535M
Name Market Value Shares Shares
Change 		Shares
Change %
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$11K 25 – –
TSU
477
TD Securities (USA)
New York
$10K 21 -14,906 -100%
MA
478
MUFG Americas
New York
$10K 21 -45 -68%
MGIA
479
Moneta Group Investment Advisors
Missouri
$10K 22 +22 New
DADC
480
D.A. Davidson & Co
Montana
$9K 20 – –
First Manhattan
481
First Manhattan
New York
$9K 20 – –
CAW
482
Cornerstone Advisors (Washington)
Washington
$9K 20 +5 +33%
BWA
483
Burt Wealth Advisors
Maryland
$8K 28 – –
PFBT
484
Parkside Financial Bank & Trust
Missouri
$8K 18 +18 New
SA
485
SRH Advisors
Kansas
$7K 15 – –
PFSC
486
Peoples Financial Services Corp
Pennsylvania
$7K 15 – –
FAM
487
Formidable Asset Management
Ohio
$7K 17 – –
LYV
488
Live Your Vision
Pennsylvania
$7K 15 +15 New
GAM
489
Gemmer Asset Management
California
$6K 12 -8 -40%
PSI
490
Pinnacle Summer Investments
Virginia
$6K 12 +12 New
RFA
491
Reilly Financial Advisors
California
$5K 10 -25 -71%
GXMC
492
Global X Management Company
New York
$5K 10 – –
BCM
493
Blume Capital Management
California
$5K 10 – –
S
494
SignatureFD
Georgia
$5K 10 +9 +900%
NHFG
495
New Harbor Financial Group
Massachusetts
$4K 10 – –
TFO
496
Tarbox Family Office
California
$4K 9 – –
TWA
497
TCI Wealth Advisors
Arizona
$4K 8 – –
LWA
498
Lenox Wealth Advisors
New York
$3K 7 – –
IWM
499
Integrated Wealth Management
California
$3K 7 – –
TCM
500
Tradewinds Capital Management
Washington
$3K 6 – –
18 19
20
21 22