ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

612 hedge funds and large institutions have $27.7B invested in Intuitive Surgical in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 173 increasing their positions, 259 reducing their positions, and 73 closing their positions.

Holders
612
Holders Change
-19
Holders Change %
-3.01%
% of All Funds
15.26%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
65
Increased
173
Reduced
259
Closed
73
Calls
$547M
Puts
$880M
Net Calls
-$333M
Net Calls Change
+$34.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.18B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.03B
3
Edgewood Management
3
Edgewood Management
Connecticut
$705M
4
Capital World Investors
4
Capital World Investors
California
$737M
5
WRF
5
Waddell & Reed Financial
Kansas
$320M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$33K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$513M
3
MNA
3
Manning & Napier Advisors
New York
$39.1M
4
Brown Advisory
4
Brown Advisory
Maryland
$494M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
551
Carroll Financial Associates
North Carolina
$42K 56 – –
AA
552
AlphaMark Advisors
Kentucky
$41K 53 – –
WEC
553
Winslow Evans & Crocker
Massachusetts
$40.6K 54 – –
BKA
554
Brick & Kyle Associates
Pennsylvania
$38K 50 – –
QAM
555
QCI Asset Management
New York
$38K 50 – –
AWM
556
Avior Wealth Management
Nebraska
$38K 50 – –
BTIS
557
BB&T Investment Services
North Carolina
$38K 48 +27 +129%
AIL
558
AGF Investments LLC
Ontario, Canada
$37K 48 -38 -44%
KLWA
559
Kelly Lawrence W & Associates
California
$37K 48 – –
BFEC
560
Benjamin F. Edwards & Company
Missouri
$34K 45 +45 New
Winslow Capital Management
561
Winslow Capital Management
Minnesota
$33K 43 -419,128 -100%
FHA
562
First Horizon Advisors
Tennessee
$33K 42 +6 +17%
TSW
563
Thompson Siegel & Walmsley
Virginia
$31K 40 -20 -33%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$31K 40 – –
FPFS
565
First Personal Financial Services
North Carolina
$31K 41 – –
HIIFS
566
Harel Insurance Investments & Financial Services
Israel
$31K 41 – –
WOC
567
West Oak Capital
California
$27.6K 36 +36 New
WPA
568
West Paces Advisors
Georgia
$24.5K 32 – –
MUS
569
Mitsubishi UFJ Securities
Japan
$23K 30 -60 -67%
DBT
570
Dubuque Bank & Trust
Iowa
$23K 30 – –
PFGIA
571
Patriot Financial Group Insurance Agency
Massachusetts
$23K 30 – –
NSIM
572
North Star Investment Management
Illinois
$23K 30 – –
CAW
573
Cornerstone Advisors (Washington)
Washington
$21K 27 – –
PB
574
Pinnacle Bancorp
Nebraska
$21K 27 +27 New
GBBWRPM
575
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K 25 – –
21 22
23
24 25