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Intuitive Surgical
ISRG

Overview Fund Activity

788 hedge funds and large institutions have $40.6B invested in Intuitive Surgical in 2018 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+32
Holders Change %
+4.23%
% of All Funds
18.09%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
99
Increased
268
Reduced
265
Closed
58
Calls
$782M
Puts
$1.9B
Net Calls
-$1.12B
Net Calls Change
+$432M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$204M
2
Citadel Advisors
Citadel Advisors
Florida
$177M
3
Millennium Management
Millennium Management
New York
$101M
4
EVM
Eaton Vance Management
Massachusetts
$165M
5
GXMC
Global X Management Company
New York
$202M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.3B
2
Morgan Stanley
Morgan Stanley
New York
$286M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.25B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.3B
5
State Street
State Street
Massachusetts
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
476
Whitener Capital Management
North Carolina
$790K -$2.06K -15 -0.3%
AI
477
Atria Investments
North Carolina
$778K +$44.2K +321 +6%
FG
478
Fiduciary Group
Georgia
$768K – – –
CB
479
Commerce Bank
Missouri
$761K +$13.2K +96 +2%
WJA
480
Williams Jones & Associates
New York
$760K – – –
BFC
481
Bedel Financial Consulting
Indiana
$759K – – –
SSWM
482
Smith Salley Wealth Management
North Carolina
$758K -$11.1K -81 -1%
MCM
483
McRae Capital Management
New Jersey
$755K – – –
Federated Hermes
484
Federated Hermes
Pennsylvania
$753K -$104K -753 -12%
EHC
485
Everett Harris & Co
California
$753K +$753K +5,475 New
AFC
486
AFT Forsyth & Company
Florida
$741K +$235K +1,710 +47%
CG
487
Clinton Group
New York
$740K -$4M -29,073 -84%
LG
488
LaFleur & Godfrey
Michigan
$737K +$491K +3,570 +200%
HCM
489
Hollencrest Capital Management
California
$726K +$14.4K +105 +2%
Bessemer Group
490
Bessemer Group
New Jersey
$719K – – –
IAA
491
Independent Advisor Alliance
North Carolina
$719K +$494K +3,690 +219%
FCBT
492
First Citizens Bank & Trust
North Carolina
$713K -$1.65K -12 -0.2%
LS
493
Livforsakringsbolaget Skandia
Sweden
$713K – – –
ID
494
Integral Derivatives
New York
$709K +$418K +3,036 +143%
GCP
495
GSA Capital Partners
United Kingdom
$685K -$162K -1,179 -19%
MUS
496
Mitsubishi UFJ Securities
Japan
$685K +$685K +4,980 New
HCM
497
Howland Capital Management
Massachusetts
$675K – – –
KA
498
Kovack Advisors
Florida
$675K +$324K +2,358 +93%
GD
499
Grandfield & Dodd
New York
$665K – – –
AIL
500
AGF Investments LLC
Ontario, Canada
$642K +$578K +4,182 +899%
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