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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAMG
526
CWA Asset Management Group
Florida
$494K -$215K -1,566 -30%
PAI
527
Pittenger & Anderson Inc
Nebraska
$493K +$450K +3,267 +1,037%
SFI
528
SPC Financial Inc
Maryland
$491K +$491K +3,570 New
ACI
529
Alpha Cubed Investments
California
$485K +$14.8K +108 +3%
GI
530
GAMCO Investors
Connecticut
$482K +$482K +3,504 New
LOAME
531
Lombard Odier Asset Management (Europe)
United Kingdom
$462K -$83K -603 -15%
HAG
532
HighPoint Advisor Group
Illinois
$461K -$36.8K -228 -7%
BBNB
533
Baker Boyer National Bank
Washington
$456K – – –
BCM
534
Barometer Capital Management
Ontario, Canada
$454K +$454K +3,300 New
NL
535
NVWM LLC
Pennsylvania
$431K +$10.8K +81 +3%
MFAM
536
Motley Fool Asset Management
Virginia
$429K +$429K +3,120 New
WSFS
537
Wilmington Savings Fund Society
Delaware
$427K – – –
OWA
538
One Wealth Advisors
California
$426K +$7.84K +57 +2%
Baird Financial Group
539
Baird Financial Group
Wisconsin
$419K -$79.6K -579 -16%
WPC
540
Waters Parkerson & Co
Louisiana
$417K -$16.5K -120 -4%
AFG
541
Albion Financial Group
Utah
$415K – – –
CSIC
542
Clifford Swan Investment Counsel
California
$413K -$14.5K -105 -3%
DCM
543
Dupont Capital Management
Delaware
$412K -$2.26M -16,404 -85%
ARMT
544
Amica Retiree Medical Trust
Rhode Island
$409K – – –
PGFC
545
Peapack-Gladstone Financial Corp
New Jersey
$405K +$9.08K +66 +2%
HAM
546
Highstreet Asset Management
Ontario, Canada
$405K +$405K +2,943 New
MTC
547
McDaniel Terry & Co
Texas
$403K – – –
NAM
548
North American Management
Massachusetts
$403K – – –
NIPH
549
NN Investment Partners Holdings
Netherlands
$401K +$401K +2,913 New
EWA
550
EP Wealth Advisors
California
$399K +$399K +2,898 New
20 21
22
23 24