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Intuitive Surgical
ISRG

Overview Fund Activity

944 hedge funds and large institutions have $57B invested in Intuitive Surgical in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 344 increasing their positions, 329 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
20.46%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.67%
New
100
Increased
344
Reduced
329
Closed
80
Calls
$949M
Puts
$1.67B
Net Calls
-$722M
Net Calls Change
+$1.04B

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.88B
3
Capital World Investors
3
Capital World Investors
California
$1.97B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$982M
5
State Street
5
State Street
Massachusetts
$2.76B

Top Sellers

1
HM
1
HealthCor Management
New York
$76.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$40.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
JIM
4
Jupiter Investment Management
United Kingdom
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$852M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
601
Albion Financial Group
Utah
$573K – – –
CWM
602
Calamos Wealth Management
Illinois
$572K +$572K +3,006 New
Fifth Third Bancorp
603
Fifth Third Bancorp
Ohio
$567K +$129K +678 +29%
AA
604
ALPS Advisors
Colorado
$561K +$78.1K +411 +16%
MTC
605
McDaniel Terry & Co
Texas
$556K – – –
CSIC
606
Clifford Swan Investment Counsel
California
$543K – – –
II
607
Inspire Investing
Idaho
$543K +$147K +774 +37%
BCP
608
Berkeley Capital Partners
Georgia
$542K +$239K +1,257 +79%
SSB
609
Sandy Spring Bank
Maryland
$541K +$359K +1,887 +197%
CCIA
610
Campbell & Co Investment Adviser
Maryland
$537K +$537K +2,826 New
NA
611
NewEdge Advisors
Louisiana
$532K +$157K +828 +42%
CEP
612
Chicago Equity Partners
Illinois
$519K -$9.29M -48,873 -95%
FT
613
Fiduciary Trust
Massachusetts
$517K +$37.7K +198 +8%
TTWM
614
TCV Trust & Wealth Management
Virginia
$516K -$14.3K -75 -3%
MAFM
615
Mid Atlantic Financial Management
Pennsylvania
$515K +$223K +1,173 +77%
HCMNY
616
Howard Capital Management (New York)
New York
$514K – – –
SRC
617
Stone Run Capital
New York
$514K – – –
SAMC
618
Spectrum Asset Management (California)
California
$507K +$40K +210 +9%
SP
619
Symmetry Partners
Connecticut
$506K -$179K -939 -26%
HCM
620
Howard Capital Management
Georgia
$503K +$503K +2,574 New
CAM
621
Cresset Asset Management
Illinois
$500K +$217K +1,143 +77%
EMG
622
ETF Managers Group
New Jersey
$498K -$7.99K -42 -2%
RJT
623
Raymond James Trust
Florida
$497K -$12.6K -66 -2%
HSA
624
HBK Sorce Advisory
Pennsylvania
$490K +$16K +84 +3%
APA
625
American Portfolios Advisors
New York
$486K +$334K +1,755 +219%
23 24
25
26 27