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Intuitive Surgical
ISRG

Overview Fund Activity

895 hedge funds and large institutions have $56B invested in Intuitive Surgical in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 312 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+40
Holders Change %
+4.68%
% of All Funds
20.49%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.82%
New
93
Increased
312
Reduced
317
Closed
47
Calls
$1.18B
Puts
$3B
Net Calls
-$1.81B
Net Calls Change
-$304M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.64B
2
Jennison Associates
2
Jennison Associates
New York
$796M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$191M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
State Street
5
State Street
Massachusetts
$2.63B

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$392M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.77B
3
American Century Companies
3
American Century Companies
Missouri
$616M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$429M
5
JIM
5
Jupiter Investment Management
United Kingdom
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
626
Cypress Capital Group
Florida
$426K -$1.72K -9 -0.4%
MC
627
Matisse Capital
Oregon
$425K – – –
BBHC
628
Brown Brothers Harriman & Co
New York
$424K -$13.8K -72 -3%
CAM
629
Claret Asset Management
Quebec, Canada
$424K +$424K +2,214 New
PAS
630
Park Avenue Securities
New York
$422K +$63.2K +330 +18%
Fifth Third Bancorp
631
Fifth Third Bancorp
Ohio
$420K -$89.1K -465 -17%
EWM
632
Endurance Wealth Management
Rhode Island
$417K -$13.8K -72 -3%
EIA
633
Edgemoor Investment Advisors
Maryland
$406K – – –
RJT
634
Raymond James Trust
Florida
$404K +$149K +777 +58%
HFA
635
HC Financial Advisors
California
$402K +$402K +2,100 New
SMFG
636
Sumitomo Mitsui Financial Group
Japan
$391K +$391K +2,058 New
CS
637
Cannell & Spears
New York
$387K +$387K +2,025 New
WAP
638
Wealthcare Advisory Partners
Pennsylvania
$385K – – –
SI
639
Stephens Inc
Arkansas
$383K +$383K +2,004 New
II
640
Inspire Investing
Idaho
$379K -$45.3K -237 -11%
RMDI
641
R.M. Davis Inc
Maine
$377K – – –
WA
642
WESPAC Advisors
California
$376K +$376K +1,965 New
LIM
643
Leavell Investment Management
Alabama
$373K – – –
Cerity Partners
644
Cerity Partners
New York
$373K +$100K +522 +37%
DBT
645
Dubuque Bank & Trust
Iowa
$371K +$113K +588 +44%
IA
646
Independence Advisors
Pennsylvania
$369K +$8.62K +45 +2%
SWP
647
Stratos Wealth Partners
Ohio
$367K -$11.5K -60 -3%
PTC
648
Private Trust Company
Ohio
$365K +$33.2K +174 +10%
VAM
649
Visionary Asset Management
Texas
$364K -$14.9K -78 -4%
SAM
650
Sectoral Asset Management
Quebec, Canada
$359K +$359K +1,878 New
24 25
26
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