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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 %
SIG
601
Stanford Investment Group
California
$4K 5 – –
WA
602
WealthTrust-Arizona
Arizona
$4K 5 – –
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 6 – –
RFA
604
Reilly Financial Advisors
California
$4K 5 – –
WAS
605
Winch Advisory Services
Wisconsin
$4K 5 +5 New
SIC
606
Salem Investment Counselors
North Carolina
$3.55K 490 – –
HCM
607
Herndon Capital Management
Georgia
$3K 4 – –
MFW
608
Mosaic Family Wealth
Missouri
$2K 3 – –
DPA
609
Delphi Private Advisors
California
$1K 2 -3 -60%
VNA
610
Valley National Advisers
Pennsylvania
$1K 1 +1 New
CAM
611
ClariVest Asset Management
California
$1K 2 +2 New
Alyeska Investment Group
612
Alyeska Investment Group
Illinois
– – -105,453 Closed
QI
613
Qualcomm Inc
California
– – -16,300 Closed
Susquehanna International Group
614
Susquehanna International Group
Pennsylvania
– – -15,441 Closed
GAM
615
Gotham Asset Management
New York
– – -13,254 Closed
Balyasny Asset Management
616
Balyasny Asset Management
Illinois
– – -7,714 Closed
Schroder Investment Management Group
617
Schroder Investment Management Group
United Kingdom
– – -4,540 Closed
Mackenzie Financial
618
Mackenzie Financial
Ontario, Canada
– – -3,368 Closed
BA
619
BKS Advisors
Michigan
– – -3,099 Closed
HIM
620
Hutchens Investment Management
New Hampshire
– – -2,870 Closed
MAM
621
Meeder Asset Management
Ohio
– – -2,727 Closed
EA
622
Euclid Advisors
Connecticut
– – -2,653 Closed
Hudson Bay Capital Management
623
Hudson Bay Capital Management
Connecticut
– – -2,556 Closed
MLL
624
Moody Lynn & Lieberson
Massachusetts
– – -2,431 Closed
TI
625
Trexquant Investment
Connecticut
– – -1,300 Closed
23 24
25
26 27