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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
+$156M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$156M
3
HM
HealthCor Management
New York
+$127M
4
Citadel Advisors
Citadel Advisors
Florida
+$97M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$246M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$215M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$162M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
5
TCM
Tybourne Capital Management
Hong Kong
-$66.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
601
Berkeley Capital Partners
Georgia
$539K +$15.7K +87 +3%
FMLI
602
Fukoku Mutual Life Insurance
Japan
$534K – – –
CRWM
603
Castle Rock Wealth Management
California
$523K -$168K -924 -24%
CSIC
604
Clifford Swan Investment Counsel
California
$519K – – –
RMC
605
Resources Management Corp
Connecticut
$513K +$513K +2,850 New
QC
606
Quadrature Capital
United Kingdom
$511K +$511K +2,841 New
VCM
607
Virtue Capital Management
Tennessee
$504K +$172K +957 +52%
FI
608
FormulaFolio Investments
Michigan
$497K -$160K -888 -24%
UR
609
USCA RIA
Texas
$495K -$21.6K -120 -4%
FMB
610
Field & Main Bank
Kentucky
$494K +$101K +561 +26%
BAM
611
Belpointe Asset Management
Nevada
$492K -$63.7K -354 -11%
TSS
612
Two Sigma Securities
New York
$491K +$9.18K +51 +2%
TTWM
613
TCV Trust & Wealth Management
Virginia
$489K – – –
LNC
614
Lincoln National Corp
Pennsylvania
$487K +$10.2K +57 +2%
HCMNY
615
Howard Capital Management (New York)
New York
$486K – – –
SRC
616
Stone Run Capital
New York
$486K – – –
NA
617
NewEdge Advisors
Louisiana
$473K +$95.3K +513 +25%
CWM
618
Calamos Wealth Management
Illinois
$468K -$11.9K -66 -2%
CCM
619
Community Capital Management
Florida
$461K +$166K +924 +56%
BM
620
Brandywine Managers
Delaware
$459K – – –
DBT
621
Dubuque Bank & Trust
Iowa
$454K – – –
SFA
622
Sequoia Financial Advisors
Ohio
$449K -$115K -636 -20%
WCM
623
Weik Capital Management
Pennsylvania
$440K -$16.2K -90 -4%
ATC
624
Argent Trust Co
Tennessee
$438K +$37.8K +210 +9%
JIP
625
Jaffetilchin Investment Partners
Florida
$435K – – –
23 24
25
26 27