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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 %
HNB
576
Huntington National Bank
Ohio
$319K 772 +17 +2%
FHA
577
Flagship Harbor Advisors
Massachusetts
$318K 796 -93 -10%
II
578
Inspire Investing
Idaho
$317K 768 +81 +12%
BBHC
579
Brown Brothers Harriman & Co
New York
$315K 762 -46 -6%
MC
580
Moors & Cabot
Massachusetts
$314K 760 +760 New
FWM
581
Frontier Wealth Management
Missouri
$312K 756 +756 New
EWM
582
Endurance Wealth Management
Rhode Island
$310K 750 – –
BM
583
Brandywine Managers
Delaware
$310K 750 – –
CCG
584
Cypress Capital Group
Florida
$308K 745 +745 New
MC
585
Matisse Capital
Oregon
$306K 741 – –
CCM
586
Coldstream Capital Management
Washington
$301K 730 +86 +13%
CAN
587
Claraphi Advisory Network
United States
$299K 726 -206 -22%
KIA
588
KCM Investment Advisors
California
$299K 725 -70 -9%
FAAS
589
First Allied Advisory Services
California
$296K 713 +40 +6%
1SB
590
1ST Source Bank
Indiana
$284K 688 -73 -10%
AW
591
Alpha Windward
Massachusetts
$284K 687 -54 -7%
CL
592
Choreo LLC
Illinois
$284K 688 -29 -4%
JWBC
593
J.W. Burns & Co
New York
$283K 685 +685 New
SWP
594
Stratos Wealth Partners
Ohio
$281K 680 +115 +20%
1WA
595
180 Wealth Advisors
Washington
$278K 676 +100 +17%
WAP
596
Wealthcare Advisory Partners
Pennsylvania
$277K 671 +665 +11,083%
MSE
597
MUFG Securities EMEA
United Kingdom
$276K 669 +669 New
LWAC
598
Laurel Wealth Advisors (California)
California
$275K 667 +667 New
CAM
599
CenterStar Asset Management
Illinois
– – – –
RMDI
600
R.M. Davis Inc
Maine
$271K 656 +45 +7%
22 23
24
25 26