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Intuitive Surgical
ISRG

Overview Fund Activity

563 hedge funds and large institutions have $21.4B invested in Intuitive Surgical in 2016 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 40 closing their positions.

Holders
563
Holders Change
+41
Holders Change %
+7.85%
% 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
85
Increased
198
Reduced
171
Closed
40
Calls
$441M
Puts
$439M
Net Calls
+$2.3M
Net Calls Change
+$149M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.14B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$277M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$198M
4
Wells Fargo
4
Wells Fargo
California
$254M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$106M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.36B
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$983M
3
MNA
3
Manning & Napier Advisors
New York
$117M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$518M
5
Millennium Management
5
Millennium Management
New York
$87.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
501
TCI Wealth Advisors
Arizona
$42K 70 -46 -40%
FFC
502
First Financial Corp
Indiana
$42K 70 – –
IA
503
IFP Advisors
Florida
$39K 68 -207 -75%
WEC
504
Winslow Evans & Crocker
Massachusetts
$37.9K 63 -1 -2%
CFA
505
Carroll Financial Associates
North Carolina
$33K 56 – –
FHA
506
First Horizon Advisors
Tennessee
$32K 53 – –
VCM
507
Versant Capital Management
Arizona
$32K 54 +3 +6%
BKA
508
Brick & Kyle Associates
Pennsylvania
$30K 50 – –
AWM
509
Avior Wealth Management
Nebraska
$30K 50 – –
QAM
510
QCI Asset Management
New York
$30K 50 – –
GWM
511
Gupta Wealth Management
California
$28K 46 +43 +1,433%
LOT
512
Lombard Odier Transatlantic
Quebec, Canada
$27K 45 – –
TSW
513
Thompson Siegel & Walmsley
Virginia
$24K 40 – –
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$24K 40 – –
FPFS
515
First Personal Financial Services
North Carolina
$22K 36 – –
ZB
516
Zions Bancorporation
Utah
$20K 31 – –
DBT
517
Dubuque Bank & Trust
Iowa
$18K 30 +30 New
BWA
518
Burt Wealth Advisors
Maryland
$17K 28 – –
PFBT
519
Parkside Financial Bank & Trust
Missouri
$16K 27 +25 +1,250%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$15K 25 – –
GBBWRPM
521
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K 25 – –
MWP
522
MYCIO Wealth Partners
Pennsylvania
$12K 20 -200 -91%
MUS
523
Mitsubishi UFJ Securities
Japan
$12K 20 -50 -71%
CAW
524
Cornerstone Advisors (Washington)
Washington
$12K 20 – –
First Manhattan
525
First Manhattan
New York
$12K 20 – –
19 20
21
22 23