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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.

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 Market Value Shares Shares
Change 		Shares
Change %
VFA
551
Voya Financial Advisors
Connecticut
$398K 989 +41 +4%
KCM
552
Karp Capital Management
California
$388K 940 +940 New
EIA
553
Edgemoor Investment Advisors
Maryland
$385K 933 – –
TTWM
554
TCV Trust & Wealth Management
Virginia
$384K 930 -60 -6%
MC
555
Miles Capital
Iowa
$384K 931 +102 +12%
AAC
556
Acorn Advisory Capital
New York
$384K 930 +930 New
BCM
557
BlueCrest Capital Management
Jersey
$380K 921 +921 New
DC
558
Diametric Capital
Massachusetts
$379K 917 +238 +35%
GT
559
Glenview Trust
Kentucky
$376K 910 +910 New
HCMNY
560
Howard Capital Management (New York)
New York
$372K 900 – –
SRC
561
Stone Run Capital
New York
$372K 900 – –
JIC
562
Joel Isaacson & Co
New York
$372K 900 – –
EMG
563
Ellington Management Group
Connecticut
$372K 900 +900 New
HI
564
Harrington Investments
California
$367K 890 – –
TIM
565
Tortoise Investment Management
New York
$365K 883 -356 -29%
TIA
566
Tiemann Investment Advisors
California
$359K 870 +225 +35%
CPC
567
Cookson Peirce & Co
Pennsylvania
$356K 862 – –
BL
568
BFSG LLC
California
$347K 841 +6 +0.7%
SBIA
569
Sheaff Brock Investment Advisors
Indiana
$341K 825 +100 +14%
CWM
570
Chesapeake Wealth Management
Virginia
$339K 821 +821 New
HCM
571
Highbridge Capital Management
New York
$338K 818 +86 +12%
WP
572
WealthPLAN Partners
Nebraska
$336K 814 +814 New
GH
573
GAM Holding
Switzerland
$335K 811 -4,218 -84%
WP
574
WMS Partners
Maryland
$326K 790 -300 -28%
FT
575
Fiduciary Trust
Massachusetts
$324K 784 +215 +38%
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23
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