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Intuitive Surgical

564 hedge funds and large institutions have $21.4B invested in Intuitive Surgical in 2016 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 40

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 171

8% more funds holding

Funds holding: 522564 (+42)

3% more capital invested

Capital invested by funds: $20.9B → $21.4B (+$531M)

1% more call options, than puts

Call options by funds: $441M | Put options by funds: $439M

Holders
564
Holders Change
+42
Holders Change %
+8.05%
% of All Funds
15.03%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
86
Increased
198
Reduced
171
Closed
40
Calls
$441M
Puts
$439M
Net Calls
+$2.3M
Net Calls Change
+$149M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
501
Tower Research Capital (TRC)
New York
$44K +$41.3K +666 New
TWA
502
TCI Wealth Advisors
Arizona
$42K -$25.7K -414 -40%
FFC
503
First Financial Corp
Indiana
$42K
IA
504
IFP Advisors
Florida
$39K -$115K -1,863 -75%
WEC
505
Winslow Evans & Crocker
Massachusetts
$37.9K -$558 -9 -2%
CFA
506
Carroll Financial Associates
North Carolina
$33K
FHA
507
First Horizon Advisors
Tennessee
$32K
VCM
508
Versant Capital Management
Arizona
$32K +$1.67K +27 +6%
AWM
509
Avior Wealth Management
Nebraska
$30K
BKA
510
Brick & Kyle Associates
Pennsylvania
$30K
QAM
511
QCI Asset Management
New York
$30K
GWM
512
Gupta Wealth Management
California
$28K +$24K +387 +1,433%
LOT
513
Lombard Odier Transatlantic
Quebec, Canada
$27K
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$24K
TSW
515
Thompson Siegel & Walmsley
Virginia
$24K
FPFS
516
First Personal Financial Services
North Carolina
$22K
ZB
517
Zions Bancorporation
Utah
$20K
DBT
518
Dubuque Bank & Trust
Iowa
$18K +$16.7K +270 New
BWA
519
Burt Wealth Advisors
Maryland
$17K
PFBT
520
Parkside Financial Bank & Trust
Missouri
$16K +$13.9K +225 +1,250%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$15K
GBBWRPM
522
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K
MWP
523
MYCIO Wealth Partners
Pennsylvania
$12K -$112K -1,800 -91%
MUS
524
Mitsubishi UFJ Securities
Japan
$12K -$27.9K -450 -71%
CAW
525
Cornerstone Advisors (Washington)
Washington
$12K