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Intuitive Surgical
ISRG

Overview Fund Activity

522 hedge funds and large institutions have $20.9B invested in Intuitive Surgical in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 169 increasing their positions, 191 reducing their positions, and 48 closing their positions.

Holders
522
Holders Change
+16
Holders Change %
+3.16%
% of All Funds
13.71%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
70
Increased
169
Reduced
191
Closed
48
Calls
$433M
Puts
$579M
Net Calls
-$146M
Net Calls Change
+$54.3M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.06B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.48B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$597M
4
Millennium Management
4
Millennium Management
New York
$157M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$112M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$225M
2
Goldman Sachs
2
Goldman Sachs
New York
$79.7M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$830K
4
Morgan Stanley
4
Morgan Stanley
New York
$772M
5
American Century Companies
5
American Century Companies
Missouri
$257M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
476
First Horizon Advisors
Tennessee
$29K 53 +9 +20%
QAM
477
QCI Asset Management
New York
$27K 50 – –
BKA
478
Brick & Kyle Associates
Pennsylvania
$27K 50 – –
AWM
479
Avior Wealth Management
Nebraska
$27K 50 +50 New
VCM
480
Versant Capital Management
Arizona
$27K 51 +51 New
WP
481
WealthPLAN Partners
Nebraska
$24.6K 135 +135 New
CLOS
482
Compagnie Lombard Odier SCmA
Switzerland
$24K 45 – –
LOT
483
Lombard Odier Transatlantic
Quebec, Canada
$24K 45 – –
TSW
484
Thompson Siegel & Walmsley
Virginia
$22K 40 – –
HIIFS
485
Harel Insurance Investments & Financial Services
Israel
$22K 40 +40 New
Manulife (Manufacturers Life Insurance)
486
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.2K 36,929 -1,785 -5%
FPFS
487
First Personal Financial Services
North Carolina
$20K 36 -100 -74%
ZB
488
Zions Bancorporation
Utah
$17K 31 – –
BWA
489
Burt Wealth Advisors
Maryland
$15K 28 – –
PCP
490
Proficio Capital Partners
Massachusetts
$15K 27 +27 New
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$14K 25 – –
GBBWRPM
492
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K 25 +25 New
CAW
493
Cornerstone Advisors (Washington)
Washington
$11K 20 – –
FNBT
494
FineMark National Bank & Trust
Florida
$11K 20 +15 +300%
DADC
495
D.A. Davidson & Co
Montana
$10K 20 – –
First Manhattan
496
First Manhattan
New York
$10K 20 – –
FAM
497
Formidable Asset Management
Ohio
$9K 17 – –
GAM
498
Gemmer Asset Management
California
$9K 16 +4 +33%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$8.19K 15 -51 -77%
PFSC
500
Peoples Financial Services Corp
Pennsylvania
$8K 15 – –
18 19
20
21 22