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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
$1.48B
2
AllianceBernstein
AllianceBernstein
Tennessee
$976M
3
HM
HealthCor Management
New York
$127M
4
Citadel Advisors
Citadel Advisors
Florida
$99M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.61B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.08B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$152M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$836M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.49B
5
TCM
Tybourne Capital Management
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
551
Canal Capital Management
Virginia
$769K +$132K +732 +21%
PA
552
PFG Advisors
Arizona
$766K +$37K +216 +5%
Schroder Investment Management Group
553
Schroder Investment Management Group
United Kingdom
$759K +$117K +660 +18%
DCM
554
Driehaus Capital Management
Illinois
$752K +$324K +1,800 +76%
BRWA
555
B. Riley Wealth Advisors
Florida
$748K -$49.1K -273 -6%
AA
556
ALPS Advisors
Colorado
$711K -$36.2K -201 -5%
IEFM
557
IQ EQ Fund Management
Ireland
$707K – – –
AWM
558
AE Wealth Management
Kansas
$707K +$49.7K +276 +8%
EHC
559
Everett Harris & Co
California
$702K +$81K +450 +13%
MUS
560
Mitsubishi UFJ Securities
Japan
$702K +$216K +1,200 +44%
SI
561
Stephens Inc
Arkansas
$697K -$211K -1,170 -23%
SGI
562
Summit Global Investments
Utah
$695K +$20K +111 +3%
CAN
563
Cetera Advisor Networks
California
$690K +$22.2K +123 +3%
WF
564
Welch & Forbes
Massachusetts
$688K – – –
DY
565
Dowling & Yahnke
California
$681K +$37.2K +207 +6%
MSE
566
MUFG Securities EMEA
United Kingdom
$669K +$308K +1,710 +85%
IFWM
567
Institute for Wealth Management
Colorado
$657K -$6.48K -36 -1%
CAAS
568
Capital Asset Advisory Services
Michigan
$651K +$651K +3,615 New
KA
569
Kintegral Advisory
New York
$646K – – –
II
570
Inspire Investing
Idaho
$646K +$27K +150 +4%
BJL
571
Brighton Jones LLC
Washington
$639K +$45.3K +252 +8%
CCA
572
Checchi Capital Advisers
California
$638K -$4.32K -24 -0.7%
RHBC
573
R.H. Bluestein & Co
Michigan
$634K -$17.7M -98,388 -97%
BFC
574
Bedel Financial Consulting
Indiana
$630K -$360K -1,998 -36%
KA
575
Kovack Advisors
Florida
$629K +$15.7K +87 +3%
21 22
23
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