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Intuitive Surgical
ISRG

Overview Fund Activity

634 hedge funds and large institutions have $33.2B invested in Intuitive Surgical in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 218 increasing their positions, 223 reducing their positions, and 37 closing their positions.

Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
15.83%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
63
Increased
218
Reduced
223
Closed
37
Calls
$842M
Puts
$1.63B
Net Calls
-$792M
Net Calls Change
-$460M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.55B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$386M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$406M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$287M
5
JIM
5
Jupiter Investment Management
United Kingdom
$90M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$795M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.52B
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.1B
4
BlackRock
4
BlackRock
New York
$2.51B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
476
Level Four Advisory Services
Texas
$397K 521 -453 -47%
WF
477
Welch & Forbes
Massachusetts
$397K 425 – –
CCA
478
Checchi Capital Advisers
California
$396K 423 -32 -7%
CBU
479
CIBC Bank USA
Illinois
$384K 411 -2 -0.5%
GS
480
GAM Systematic
United Kingdom
$384K 411 +411 New
TIM
481
Tortoise Investment Management
New York
$381K 407 +407 New
Teacher Retirement System of Texas
482
Teacher Retirement System of Texas
Texas
$379K 405 -4 -1%
Baird Financial Group
483
Baird Financial Group
Wisconsin
$377K 403 -72,735 -99%
OMCS
484
Old Mutual Customised Solutions
South Africa
$376K 402 – –
IFAM
485
Institutional & Family Asset Management
Colorado
$374K 400 – –
LCM
486
Laurion Capital Management
New York
$374K 400 +400 New
TIA
487
Tiemann Investment Advisors
California
$351K 375 – –
KFS
488
Kissinger Financial Services
Maryland
$347K 371 +37 +11%
WSTAM
489
Wilbanks Smith & Thomas Asset Management
Virginia
$346K 370 +2 +0.5%
BBNB
490
Baker Boyer National Bank
Washington
$344K 368 – –
TSS
491
Two Sigma Securities
New York
$343K 367 -109 -23%
LNWWM
492
Laird Norton Wetherby Wealth Management
California
$338K 361 +5 +1%
CAMG
493
CWA Asset Management Group
Florida
$335K 358 +88 +33%
CCP
494
Corient Capital Partners
California
$333K 356 +9 +3%
CFA
495
Cahill Financial Advisors
Minnesota
$328K 350 +10 +3%
NPF
496
Norris Perne & French
Michigan
$327K 350 -10 -3%
FIM
497
Freedom Investment Management
Connecticut
$326K 348 +348 New
CLOS
498
Compagnie Lombard Odier SCmA
Switzerland
$323K 345 -34 -9%
CSIC
499
Clifford Swan Investment Counsel
California
$323K 345 – –
ZCA
500
Zeke Capital Advisors
Pennsylvania
$313K 335 +335 New
18 19
20
21 22