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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 %
CIM
576
Contravisory Investment Management
Massachusetts
$15K 21 +21 New
WOC
577
West Oak Capital
California
$14.5K 20 +20 New
First Manhattan
578
First Manhattan
New York
$14K 20 – –
CAW
579
Cornerstone Advisors (Washington)
Washington
$14K 20 – –
SHJ
580
Sharkey, Howes & Javer
Colorado
$14K 20 – –
KPCM
581
Kings Point Capital Management
New York
$13K 18 +18 New
TDC
582
Thompson Davis & Co
Virginia
$12K 16 -311 -95%
GAM
583
Gemmer Asset Management
California
$12K 16 – –
PFSC
584
Peoples Financial Services Corp
Pennsylvania
$11K 15 – –
SA
585
SRH Advisors
Kansas
$11K 15 – –
LYV
586
Live Your Vision
Pennsylvania
$11K 15 +15 New
PFS
587
Physicians Financial Services
North Carolina
$10K 15 – –
CHC
588
City Holding Co
West Virginia
$10K 14 – –
PCP
589
Proficio Capital Partners
Massachusetts
$9K 13 – –
KKAMG
590
Kernodle & Katon Asset Management Group
Arkansas
$8K 11 +3 +38%
BWP
591
Baldwin Wealth Partners
Massachusetts
$7K 9 – –
TFO
592
Tarbox Family Office
California
$7K 9 – –
NHFG
593
New Harbor Financial Group
Massachusetts
$7K 10 – –
QCG
594
Quadrant Capital Group
Ohio
$7K 14 +3 +27%
WTB
595
Washington Trust Bank
Washington
$6K 8 +8 New
FAM
596
Fortaleza Asset Management
Illinois
$5.07K 7 +7 New
FANJ
597
Financial Architects (New Jersey)
New Jersey
$5K 7 – –
JIM
598
Jupiter Investment Management
United Kingdom
$5K 8 – –
IWM
599
Integrated Wealth Management
California
$5K 7 – –
TCM
600
Tradewinds Capital Management
Washington
$4K 6 – –
22 23
24
25 26