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Intuitive Surgical
ISRG

Overview Fund Activity

563 hedge funds and large institutions have $21.4B invested in Intuitive Surgical in 2016 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 40 closing their positions.

Holders
563
Holders Change
+41
Holders Change %
+7.85%
% 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
85
Increased
198
Reduced
171
Closed
40
Calls
$441M
Puts
$439M
Net Calls
+$2.3M
Net Calls Change
+$149M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.14B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$277M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$198M
4
Wells Fargo
4
Wells Fargo
California
$254M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$106M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.36B
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$983M
3
MNA
3
Manning & Napier Advisors
New York
$117M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$518M
5
Millennium Management
5
Millennium Management
New York
$87.6M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
526
D.A. Davidson & Co
Montana
$12K 20 – –
ACM
527
Armbruster Capital Management
New York
$12K 20 +20 New
SHJ
528
Sharkey, Howes & Javer
Colorado
$12K 20 +20 New
MFBTD
529
MB Financial Bank - Trust Department
Illinois
$12K 20 +20 New
FAM
530
Formidable Asset Management
Ohio
$10K 17 – –
S
531
SignatureFD
Georgia
$10K 16 +7 +78%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$9.02K 15 – –
SA
533
SRH Advisors
Kansas
$9K 15 – –
GAM
534
Gemmer Asset Management
California
$9K 16 – –
PFSC
535
Peoples Financial Services Corp
Pennsylvania
$9K 15 – –
PFS
536
Physicians Financial Services
North Carolina
$9K 15 – –
Royal London Asset Management
537
Royal London Asset Management
United Kingdom
$9K 5,459,211 +5,445,890 +40,882%
NFG
538
Next Financial Group
Texas
$6K 11 -300 -96%
VCM
539
Vigilant Capital Management
Maine
$6K 10 – –
NHFG
540
New Harbor Financial Group
Massachusetts
$6K 10 – –
PCP
541
Proficio Capital Partners
Massachusetts
$5K 8 -19 -70%
QCG
542
Quadrant Capital Group
Ohio
$5K 9 – –
TSU
543
TD Securities (USA)
New York
$5K 8 – –
TFO
544
Tarbox Family Office
California
$5K 9 – –
PMFA
545
Plante Moran Financial Advisors
Michigan
$5K 8 +8 New
KKAMG
546
Kernodle & Katon Asset Management Group
Arkansas
$5K 8 +8 New
IWM
547
Integrated Wealth Management
California
$4K 7 – –
TCM
548
Tradewinds Capital Management
Washington
$4K 6 – –
EFSCE
549
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 6 – –
FANJ
550
Financial Architects (New Jersey)
New Jersey
$4K 7 +7 New
20 21
22
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