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Intuitive Surgical

564 hedge funds and large institutions have $21.4B invested in Intuitive Surgical in 2016 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 40

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 171

8% more funds holding

Funds holding: 522564 (+42)

3% more capital invested

Capital invested by funds: $20.9B → $21.4B (+$531M)

1% more call options, than puts

Call options by funds: $441M | Put options by funds: $439M

Holders
564
Holders Change
+42
Holders Change %
+8.05%
% of All Funds
15.03%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
86
Increased
198
Reduced
171
Closed
40
Calls
$441M
Puts
$439M
Net Calls
+$2.3M
Net Calls Change
+$149M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
526
D.A. Davidson & Co
Montana
$12K
First Manhattan
527
First Manhattan
New York
$12K
ACM
528
Armbruster Capital Management
New York
$12K +$11.2K +180 New
MFBTD
529
MB Financial Bank - Trust Department
Illinois
$12K +$11.2K +180 New
SHJ
530
Sharkey, Howes & Javer
Colorado
$12K +$11.2K +180 New
FAM
531
Formidable Asset Management
Ohio
$10K
S
532
SignatureFD
Georgia
$10K +$3.9K +63 +78%
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$9.02K
GAM
534
Gemmer Asset Management
California
$9K
PFSC
535
Peoples Financial Services Corp
Pennsylvania
$9K
PFS
536
Physicians Financial Services
North Carolina
$9K
SA
537
SRH Advisors
Kansas
$9K
Royal London Asset Management
538
Royal London Asset Management
United Kingdom
$9K +$3.04B +49,013,010 +40,882%
NFG
539
Next Financial Group
Texas
$6K -$167K -2,700 -96%
NHFG
540
New Harbor Financial Group
Massachusetts
$6K
VCM
541
Vigilant Capital Management
Maine
$6K
PCP
542
Proficio Capital Partners
Massachusetts
$5K -$10.6K -171 -70%
QCG
543
Quadrant Capital Group
Ohio
$5K
TFO
544
Tarbox Family Office
California
$5K
TSU
545
TD Securities (USA)
New York
$5K
KKAMG
546
Kernodle & Katon Asset Management Group
Arkansas
$5K +$4.46K +72 New
PMFA
547
Plante Moran Financial Advisors
Michigan
$5K +$4.46K +72 New
EFSCE
548
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
IWMPD
549
Integrated Wealth Management (Palm Desert)
California
$4K
TCM
550
Tradewinds Capital Management
Washington
$4K