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Intuitive Surgical
ISRG

Overview Fund Activity

917 hedge funds and large institutions have $54B invested in Intuitive Surgical in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 355 increasing their positions, 310 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
20.14%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.59%
New
77
Increased
355
Reduced
310
Closed
70
Calls
$866M
Puts
$1.9B
Net Calls
-$1.03B
Net Calls Change
-$153M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$156M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
3
HM
HealthCor Management
New York
+$127M
4
Citadel Advisors
Citadel Advisors
Florida
+$97M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$215M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$162M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
5
TCM
Tybourne Capital Management
Hong Kong
-$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
526
LaFleur & Godfrey
Michigan
$910K – – –
MAM
527
Morse Asset Management
Connecticut
$909K -$310K -1,725 -25%
HI
528
HBK Investments
Texas
$908K +$908K +5,046 New
VF
529
Virtu Financial
New York
$906K +$478K +2,655 +112%
WGA
530
Weather Gauge Advisory
Virginia
$895K – – –
AF
531
Alerus Financial
North Dakota
$887K +$61.5K +342 +7%
MCM
532
McRae Capital Management
New Jersey
$880K -$13.5K -75 -2%
CC
533
Chicago Capital
Illinois
$878K +$86.3K +480 +11%
SHGA
534
Sand Hill Global Advisors
California
$873K – – –
WSFS
535
Wilmington Savings Fund Society
Delaware
$862K +$53.9K +300 +7%
ZCA
536
Zeke Capital Advisors
Pennsylvania
$853K -$48.6K -270 -5%
AI
537
Atria Investments
North Carolina
$841K -$71.3K -396 -8%
GD
538
Grandfield & Dodd
New York
$835K – – –
IFAM
539
Institutional & Family Asset Management
Colorado
$831K – – –
ATFA
540
All Terrain Financial Advisors
Minnesota
$830K – – –
TCOV
541
Trust Company of Vermont
Vermont
$826K -$2.16K -12 -0.3%
SSWM
542
Smith Salley Wealth Management
North Carolina
$822K -$105K -585 -11%
LBD
543
Landsberg Bennett & Dubbaneh
Florida
$821K +$2.67K +15 +0.3%
OAM
544
Ostrum Asset Management
France
$810K -$1.61M -8,952 -67%
TC
545
Telemus Capital
Michigan
$810K – – –
JWBC
546
J.W. Burns & Co
New York
$808K – – –
SS
547
Sunbelt Securities
Texas
$801K +$303K +1,686 +61%
RBFC
548
Roman Butler Fullerton & Co
Missouri
$778K +$36.7K +204 +5%
BFEC
549
Benjamin F. Edwards & Company
Missouri
$773K +$54K +300 +8%
NAM
550
NorthCoast Asset Management
Connecticut
$770K -$8.64K -48 -1%
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