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Intuitive Surgical
ISRG

Overview Fund Activity

634 hedge funds and large institutions have $33.2B invested in Intuitive Surgical in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 218 increasing their positions, 223 reducing their positions, and 37 closing their positions.

Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
15.83%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
63
Increased
218
Reduced
223
Closed
37
Calls
$842M
Puts
$1.63B
Net Calls
-$792M
Net Calls Change
-$460M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.55B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$386M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$406M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$287M
5
JIM
5
Jupiter Investment Management
United Kingdom
$90M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$795M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.52B
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.1B
4
BlackRock
4
BlackRock
New York
$2.51B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
ARMT
501
Amica Retiree Medical Trust
Rhode Island
$309K 330 – –
TTWM
502
TCV Trust & Wealth Management
Virginia
$309K 330 – –
BSW
503
Buckingham Strategic Wealth
Missouri
$309K 330 +330 New
MTC
504
McDaniel Terry & Co
Texas
$304K 325 – –
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$299K 320 -10 -3%
Janney Montgomery Scott
506
Janney Montgomery Scott
Pennsylvania
$299K 320 -26 -8%
BCM
507
Bayesian Capital Management
New York
$292K 312 +312 New
EIA
508
Edgemoor Investment Advisors
Maryland
$291K 311 – –
TSWM
509
Triangle Securities Wealth Management
North Carolina
$290K 310 – –
WPC
510
Waters Parkerson & Co
Louisiana
$290K 310 +310 New
HAG
511
HighPoint Advisor Group
Illinois
$287K 308 – –
SRC
512
Stone Run Capital
New York
$281K 300 – –
JIC
513
Joel Isaacson & Co
New York
$281K 300 – –
HCMNY
514
Howard Capital Management (New York)
New York
$281K 300 – –
TI
515
Trexquant Investment
Connecticut
$281K 300 +300 New
AFP
516
Ausdal Financial Partners
Iowa
$269K 288 -75 -21%
1SB
517
1ST Source Bank
Indiana
$267K 285 -36 -11%
CCG
518
Cypress Capital Group
Florida
$267K 285 – –
SPWA
519
SteelBridge Private Wealth Advisors
Florida
$267K 285 – –
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$266K 284 +4 +1%
VFA
521
Voya Financial Advisors
Connecticut
$263K 283 +283 New
AW
522
Alpha Windward
Massachusetts
$262K 280 -1 -0.4%
CA
523
Cambridge Advisors
Nebraska
$255K 273 – –
TAM
524
Trillium Asset Management
Massachusetts
$253K 270 – –
TC
525
Telemus Capital
Michigan
$253K 270 – –
19 20
21
22 23