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Intuitive Surgical
ISRG

Overview Fund Activity

612 hedge funds and large institutions have $27.7B invested in Intuitive Surgical in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 173 increasing their positions, 259 reducing their positions, and 73 closing their positions.

Holders
612
Holders Change
-19
Holders Change %
-3.01%
% of All Funds
15.26%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
65
Increased
173
Reduced
259
Closed
73
Calls
$547M
Puts
$880M
Net Calls
-$333M
Net Calls Change
+$34.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.18B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.03B
3
Edgewood Management
3
Edgewood Management
Connecticut
$705M
4
Capital World Investors
4
Capital World Investors
California
$737M
5
WRF
5
Waddell & Reed Financial
Kansas
$320M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$33K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$513M
3
MNA
3
Manning & Napier Advisors
New York
$39.1M
4
Brown Advisory
4
Brown Advisory
Maryland
$494M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
476
Tiemann Investment Advisors
California
$287K – – –
HAG
477
HighPoint Advisor Group
Illinois
$287K +$287K +2,772 New
TRCT
478
Tower Research Capital (TRC)
New York
$283K -$206K -2,421 -42%
WSTAM
479
Wilbanks Smith & Thomas Asset Management
Virginia
$282K – – –
BBNB
480
Baker Boyer National Bank
Washington
$282K – – –
AFP
481
Ausdal Financial Partners
Iowa
$278K -$15.3K -180 -5%
NPF
482
Norris Perne & French
Michigan
$276K -$57.5K -675 -17%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$273K +$273K +3,204 New
Nomura Holdings
484
Nomura Holdings
Japan
$266K -$1.54M -18,135 -85%
CCP
485
Corient Capital Partners
California
$266K -$37.6K -441 -12%
Janney Montgomery Scott
486
Janney Montgomery Scott
Pennsylvania
$265K -$163K -1,917 -38%
CSIC
487
Clifford Swan Investment Counsel
California
$264K – – –
CFA
488
Cahill Financial Advisors
Minnesota
$261K – – –
KFS
489
Kissinger Financial Services
Maryland
$256K +$256K +3,006 New
TTWM
490
TCV Trust & Wealth Management
Virginia
$253K -$26.8K -315 -10%
ARMT
491
Amica Retiree Medical Trust
Rhode Island
$253K – – –
PGFC
492
Peapack-Gladstone Financial Corp
New Jersey
$253K – – –
MTC
493
McDaniel Terry & Co
Texas
$249K – – –
1SB
494
1ST Source Bank
Indiana
$246K -$1.53K -18 -0.6%
PG
495
PEAK6 Group
Illinois
$239K -$8.91M -104,625 -97%
TSWM
496
Triangle Securities Wealth Management
North Carolina
$238K +$238K +2,790 New
EIA
497
Edgemoor Investment Advisors
Maryland
$238K +$238K +2,799 New
CCM
498
CrestPoint Capital Management
Missouri
$230K -$767K -9,000 -77%
JIC
499
Joel Isaacson & Co
New York
$230K – – –
SRC
500
Stone Run Capital
New York
$230K +$230K +2,700 New
18 19
20
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