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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 %
SA
501
SRH Advisors
Kansas
$8K 15 – –
PFS
502
Physicians Financial Services
North Carolina
$8K 15 +15 New
PCM
503
Penserra Capital Management
California
$7K 12 +12 New
MA
504
MUFG Americas
New York
$5K 9 -12 -57%
S
505
SignatureFD
Georgia
$5K 9 -1 -10%
TFO
506
Tarbox Family Office
California
$5K 9 – –
NHFG
507
New Harbor Financial Group
Massachusetts
$5K 10 – –
VCM
508
Vigilant Capital Management
Maine
$5K 10 +10 New
QCG
509
Quadrant Capital Group
Ohio
$4K 9 -112 -93%
TSU
510
TD Securities (USA)
New York
$4K 8 -13 -62%
IWM
511
Integrated Wealth Management
California
$4K 7 – –
LWA
512
Lenox Wealth Advisors
New York
$4K 7 – –
FCCM
513
First City Capital Management
Georgia
$3.28K 6 – –
SIG
514
Stanford Investment Group
California
$3K 5 – –
TCM
515
Tradewinds Capital Management
Washington
$3K 6 – –
CF
516
CenterStar Fund
Illinois
– – – –
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$3K 6 – –
RFS
518
Rockefeller Financial Services
New York
$3K 6 +6 New
DPA
519
Delphi Private Advisors
California
$3K 6 +6 New
MJRIC
520
Mogy Joel R Investment Counsel
California
$2.06K 377 -2,821 -88%
GWM
521
Gupta Wealth Management
California
$2K 3 – –
Nuveen Asset Management
522
Nuveen Asset Management
Illinois
$1.31K 2,392 -165 -6%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$1K 2 -16 -89%
ADL
524
Asset Dedication LLC
California
$1K 1 +1 New
AL
525
AJO LP
Pennsylvania
– – -51,376 Closed
19 20
21
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