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Intuitive Surgical
ISRG

Overview Fund Activity

610 hedge funds and large institutions have $25.3B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 214 increasing their positions, 189 reducing their positions, and 33 closing their positions.

Holders
610
Holders Change
+33
Holders Change %
+5.72%
% of All Funds
16.3%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
71
Increased
214
Reduced
189
Closed
33
Calls
$581M
Puts
$708M
Net Calls
-$127M
Net Calls Change
+$6.65M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.05B
2
JHIU
2
Janus Henderson Investors US
Colorado
$112M
3
Goldman Sachs
3
Goldman Sachs
New York
$177M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$521M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.75B

Top Sellers

1
TAM
1
Tiverton Asset Management
Delaware
$13.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.61B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$208M
4
Morgan Stanley
4
Morgan Stanley
New York
$724M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
551
Avior Wealth Management
Nebraska
$36K 50 – –
BKA
552
Brick & Kyle Associates
Pennsylvania
$36K 50 – –
QAM
553
QCI Asset Management
New York
$36K 50 – –
EMG
554
ETF Managers Group
New Jersey
$36K 50 +50 New
KLWA
555
Kelly Lawrence W & Associates
California
$35K 48 – –
WP
556
WealthPLAN Partners
Nebraska
$33.7K 47 -47 -50%
LOT
557
Lombard Odier Transatlantic
Quebec, Canada
$33K 45 – –
MFBTD
558
MB Financial Bank - Trust Department
Illinois
$32K 44 +24 +120%
IR
559
Invictus RG
Bermuda
$31K 43 +27 +169%
FPFS
560
First Personal Financial Services
North Carolina
$30K 41 – –
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$29K 40 +40 New
FHA
562
First Horizon Advisors
Tennessee
$26K 36 – –
ZB
563
Zions Bancorporation
Utah
$23K 31 +9 +41%
DBT
564
Dubuque Bank & Trust
Iowa
$22K 30 – –
MWP
565
MYCIO Wealth Partners
Pennsylvania
$22K 31 +11 +55%
BWA
566
Burt Wealth Advisors
Maryland
$20K 28 – –
KLI
567
Kelman-Lazarov Inc
Tennessee
$19.3K 27 -50 -65%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$19K 27 – –
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$18K 25 – –
GBBWRPM
570
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K 25 – –
S
571
SignatureFD
Georgia
$18K 25 +7 +39%
PCM
572
Penserra Capital Management
California
$18K 26 +10 +63%
JFA
573
JNBA Financial Advisors
Minnesota
$18K 25 +25 New
NFG
574
Next Financial Group
Texas
$17K 23 – –
CCM
575
Cribstone Capital Management
Maine
$15K 21 – –
21 22
23
24 25