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Intuitive Surgical
ISRG

Overview Fund Activity

631 hedge funds and large institutions have $22.6B invested in Intuitive Surgical in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 230 increasing their positions, 189 reducing their positions, and 61 closing their positions.

Holders
631
Holders Change
+21
Holders Change %
+3.44%
% of All Funds
15.8%
Holding in Top 10
11
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-50%
% of All Funds
0.28%
New
94
Increased
230
Reduced
189
Closed
61
Calls
$496M
Puts
$863M
Net Calls
-$367M
Net Calls Change
-$240M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.3B
2
HM
2
HealthCor Management
New York
$111M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$543M
4
BFA
4
BlackRock Fund Advisors
California
$622M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$127M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.4B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Millennium Management
4
Millennium Management
New York
$60.8M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$7.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
501
Tiemann Investment Advisors
California
$238K 375 – –
BBNB
502
Baker Boyer National Bank
Washington
$233K 368 – –
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$233K 368 +8 +2%
ACP
504
Aveo Capital Partners
Colorado
$232K 366 +366 New
TTWM
505
TCV Trust & Wealth Management
Virginia
$231K 365 – –
SWP
506
Stratos Wealth Partners
Ohio
$226K 357 +357 New
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$220K 345 – –
IIM
508
Ipswich Investment Management
Massachusetts
$219K 345 -200 -37%
CSIC
509
Clifford Swan Investment Counsel
California
$219K 345 – –
CFA
510
Cahill Financial Advisors
Minnesota
$216K 340 – –
NA
511
NewEdge Advisors
Louisiana
$216K 324 +324 New
WB
512
WesBanco Bank
West Virginia
$211K 333 – –
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$209K 330 – –
ARMT
514
Amica Retiree Medical Trust
Rhode Island
$209K 330 – –
CG
515
Clinton Group
New York
$207K 326 +326 New
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$207K 326 +326 New
MTC
517
McDaniel Terry & Co
Texas
$206K 325 – –
1SB
518
1ST Source Bank
Indiana
$205K 323 -7 -2%
KI
519
Koch Industries
Kansas
$205K 323 +323 New
JIC
520
Joel Isaacson & Co
New York
$190K 300 – –
OMCS
521
Old Mutual Customised Solutions
South Africa
$190K 300 +300 New
AW
522
Alpha Windward
Massachusetts
$189K 298 +3 +1%
IA
523
IFP Advisors
Florida
$184K 290 +9 +3%
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$174K 275 – –
SI
525
Stephens Inc
Arkansas
$162K 255 – –
19 20
21
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