ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

470 hedge funds and large institutions have $12.9B invested in Intuitive Surgical in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 178 reducing their positions, and 88 closing their positions.

Holders
470
Holders Change
-35
Holders Change %
-6.93%
% of All Funds
15.24%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.26%
New
58
Increased
164
Reduced
178
Closed
88
Calls
$564M
Puts
$842M
Net Calls
-$278M
Net Calls Change
+$27.2M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$616M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$398M
3
Morgan Stanley
3
Morgan Stanley
New York
$636M
4
Brown Advisory
4
Brown Advisory
Maryland
$595M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$617M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$812M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$79.2M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CB
526
Commerce Bank
Missouri
– – -488 Closed
RCAG
527
Rehmann Capital Advisory Group
Michigan
– – -468 Closed
ICAS
528
Investors Capital Advisory Services
Massachusetts
– – -457 Closed
CPC
529
Cookson Peirce & Co
Pennsylvania
– – -439 Closed
HFS
530
HL Financial Services
Kentucky
– – -436 Closed
CCA
531
Conestoga Capital Advisors
Pennsylvania
– – -435 Closed
GGHC
532
Gilder Gagnon Howe & Co
New York
– – -431 Closed
CM
533
Churchill Management
California
– – -431 Closed
EGA
534
Eagle Global Advisors
Texas
– – -420 Closed
BJL
535
Brighton Jones LLC
Washington
– – -412 Closed
TSWM
536
Triangle Securities Wealth Management
North Carolina
– – -410 Closed
CIM
537
Calvert Investment Management
Maryland
– – -401 Closed
YMRC
538
Yorktown Management & Research Company
Virginia
– – -400 Closed
TTWM
539
TCV Trust & Wealth Management
Virginia
– – -400 Closed
SI
540
SII Investments
Wisconsin
– – -394 Closed
ClearBridge Investments
541
ClearBridge Investments
New York
– – -324 Closed
RBC
542
Ronald Blue & Co
Georgia
– – -110 Closed
OWP
543
Obermeyer Wealth Partners
Colorado
– – -110 Closed
Fuller & Thaler Asset Management
544
Fuller & Thaler Asset Management
California
– – -70 Closed
RIA
545
Regal Investment Advisors
Michigan
– – -55 Closed
FBT
546
Founders Bank & Trust
Michigan
– – -50 Closed
TF
547
Tompkins Financial
New York
– – -43 Closed
MUMSS
548
Mitsubishi UFJ Morgan Stanley Securities
Japan
– – -40 Closed
WC
549
Whitnell & Co
Illinois
– – -37 Closed
WA
550
WealthTrust-Arizona
Arizona
– – -23 Closed
19 20 21
22
23