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Intuitive Surgical
ISRG

Overview Fund Activity

610 hedge funds and large institutions have $25.3B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 214 increasing their positions, 189 reducing their positions, and 33 closing their positions.

Holders
610
Holders Change
+33
Holders Change %
+5.72%
% of All Funds
16.3%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
71
Increased
214
Reduced
189
Closed
33
Calls
$581M
Puts
$708M
Net Calls
-$127M
Net Calls Change
+$6.65M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.05B
2
JHIU
2
Janus Henderson Investors US
Colorado
$112M
3
Goldman Sachs
3
Goldman Sachs
New York
$177M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$521M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.75B

Top Sellers

1
TAM
1
Tiverton Asset Management
Delaware
$13.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.61B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$208M
4
Morgan Stanley
4
Morgan Stanley
New York
$724M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
TSWM
501
Triangle Securities Wealth Management
North Carolina
$225K 310 – –
PCM
502
Prelude Capital Management
New York
$224K 309 +141 +84%
JIC
503
Joel Isaacson & Co
New York
$217K 300 – –
FIB
504
First Interstate Bank
Montana
$217K 300 – –
ARTA
505
A.R.T. Advisors
New York
$217K 300 +300 New
HCMNY
506
Howard Capital Management (New York)
New York
$217K 300 +300 New
SRC
507
Stone Run Capital
New York
$217K 300 +300 New
KFA
508
Kelleher Financial Advisors
New York
$217K 300 +300 New
AW
509
Alpha Windward
Massachusetts
$214K 295 -6 -2%
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$212K 293 +293 New
CG
511
Caprock Group
Idaho
$212K 293 +293 New
SCM
512
Stonebridge Capital Management
California
$209K 289 +289 New
HCC
513
Hirtle Callaghan & Co
Pennsylvania
$205K 283 – –
IA
514
IFP Advisors
Florida
$204K 281 -15 -5%
WAM
515
Wealthspire Advisors (Maryland)
Maryland
$199K 275 +81 +42%
GT
516
Glenmede Trust
Pennsylvania
$198K 275 – –
FMLI
517
Fukoku Mutual Life Insurance
Japan
$191K 263 +20 +8%
SI
518
Stephens Inc
Arkansas
$185K 255 +111 +77%
EWM
519
Endurance Wealth Management
Rhode Island
$181K 250 – –
BC
520
Bartlett & Co
Ohio
$159K 220 – –
PA
521
Perceptive Advisors
New York
$145K 200 +200 New
VOYA Investment Management
522
VOYA Investment Management
Georgia
$122K 168,374 -2,207 -1%
SF
523
Synovus Financial
Georgia
$112K 156 – –
CHP
524
Cable Hill Partners
Oregon
$112K 156 – –
AIM
525
Acropolis Investment Management
Missouri
$109K 150 +150 New
19 20
21
22 23