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Intuitive Surgical
ISRG

Overview Fund Activity

895 hedge funds and large institutions have $56B invested in Intuitive Surgical in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 312 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+40
Holders Change %
+4.68%
% of All Funds
20.49%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.82%
New
93
Increased
312
Reduced
317
Closed
47
Calls
$1.18B
Puts
$3B
Net Calls
-$1.81B
Net Calls Change
-$304M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.64B
2
Jennison Associates
2
Jennison Associates
New York
$796M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$191M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
State Street
5
State Street
Massachusetts
$2.63B

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$392M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.77B
3
American Century Companies
3
American Century Companies
Missouri
$616M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$429M
5
JIM
5
Jupiter Investment Management
United Kingdom
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
526
Synovus Financial
Georgia
$887K +$39K +204 +5%
IEFM
527
IQ EQ Fund Management
Ireland
$875K -$190K -954 -18%
Lido Advisors
528
Lido Advisors
California
$868K +$92.9K +486 +12%
QAM
529
Quantres Asset Management
Cayman Islands
$861K -$172K -900 -17%
ATFA
530
All Terrain Financial Advisors
Minnesota
$861K – – –
CC
531
Chicago Capital
Illinois
$852K – – –
SFS
532
Sowell Financial Services
Arkansas
$852K +$852K +4,455 New
CAMG
533
CWA Asset Management Group
Florida
$842K +$138K +720 +20%
WCM
534
Weik Capital Management
Pennsylvania
$829K – – –
ECM
535
ETrade Capital Management
Virginia
$827K +$376K +1,965 +84%
MFAM
536
Motley Fool Asset Management
Virginia
$825K +$135K +708 +20%
VFA
537
Voya Financial Advisors
Connecticut
$816K +$215K +1,131 +36%
CWM
538
Chesapeake Wealth Management
Virginia
$815K +$95.8K +501 +13%
Hudson Bay Capital Management
539
Hudson Bay Capital Management
Connecticut
$804K -$1.95M -10,200 -71%
CAAS
540
Capital Asset Advisory Services
Michigan
$801K – – –
EHC
541
Everett Harris & Co
California
$789K -$258K -1,350 -25%
EWA
542
EP Wealth Advisors
California
$768K +$215K +1,125 +39%
PWM
543
Perigon Wealth Management
California
$759K -$500K -2,613 -40%
CBU
544
CIBC Bank USA
Illinois
$759K – – –
GI
545
GAMCO Investors
Connecticut
$749K -$5.74K -30 -0.8%
GAMA
546
Graticule Asia Macro Advisors
New York
$746K +$746K +3,900 New
IFAM
547
Institutional & Family Asset Management
Colorado
$743K – – –
FAAS
548
First Allied Advisory Services
California
$739K +$217K +1,134 +41%
AAC
549
Acorn Advisory Capital
New York
$735K +$293K +1,530 +66%
WF
550
Welch & Forbes
Massachusetts
$732K -$3.45K -18 -0.5%
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