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Intuitive Surgical
ISRG

Overview Fund Activity

788 hedge funds and large institutions have $40.6B invested in Intuitive Surgical in 2018 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 58 closing their positions.

Holders
788
Holders Change
+32
Holders Change %
+4.23%
% of All Funds
18.09%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
99
Increased
268
Reduced
265
Closed
58
Calls
$782M
Puts
$1.9B
Net Calls
-$1.12B
Net Calls Change
+$432M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$204M
2
Citadel Advisors
2
Citadel Advisors
Florida
$177M
3
Millennium Management
3
Millennium Management
New York
$101M
4
EVM
4
Eaton Vance Management
Massachusetts
$165M
5
GXMC
5
Global X Management Company
New York
$202M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.3B
2
Morgan Stanley
2
Morgan Stanley
New York
$286M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.25B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.3B
5
State Street
5
State Street
Massachusetts
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
501
Fiduciary Trust International of Pennsylvania
Pennsylvania
$638K -$24.8K -180 -4%
OAM
502
Oak Asset Management
California
$636K -$20.6K -150 -3%
BOH
503
Bank of Hawaii
Hawaii
$630K -$692K -5,025 -52%
CIC
504
Chilton Investment Company
Connecticut
$619K – – –
ATFA
505
All Terrain Financial Advisors
Minnesota
$619K +$619K +4,500 New
HCMT
506
Highland Capital Management (Tennessee)
Tennessee
$616K +$101K +732 +20%
BA
507
BKS Advisors
Michigan
$588K – – –
JIP
508
Jaffetilchin Investment Partners
Florida
$586K +$586K +4,257 New
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$578K +$26.4K +192 +5%
SF
510
Synovus Financial
Georgia
$577K +$167K +1,212 +41%
CAAS
511
Capital Asset Advisory Services
Michigan
$576K -$109K -792 -16%
FMLI
512
Fukoku Mutual Life Insurance
Japan
$573K – – –
TCOV
513
Trust Company of Vermont
Vermont
$571K +$20.6K +150 +4%
WCM
514
Weik Capital Management
Pennsylvania
$564K +$84.7K +615 +18%
CBU
515
CIBC Bank USA
Illinois
$546K -$14.1K -102 -3%
SAMC
516
Spectrum Asset Management (California)
California
$543K -$208K -1,419 -28%
IFAM
517
Institutional & Family Asset Management
Colorado
$533K – – –
CLOS
518
Compagnie Lombard Odier SCmA
Switzerland
$531K -$572K -4,140 -52%
WF
519
Welch & Forbes
Massachusetts
$529K +$2.48K +18 +0.5%
BRWA
520
B. Riley Wealth Advisors
Florida
$527K +$213K +1,542 +68%
NPF
521
Norris Perne & French
Michigan
$526K -$10.3K -75 -2%
CCA
522
Checchi Capital Advisers
California
$513K -$45.8K -333 -8%
WAM
523
Wealthspire Advisors (Maryland)
Maryland
$503K -$15.3K -111 -3%
OMCS
524
Old Mutual Customised Solutions
South Africa
$498K – – –
RIL
525
Rothschild Investment LLC
Illinois
$495K -$371K -2,700 -43%
19 20
21
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