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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 %
CWP
626
Capital Wealth Planning
Florida
$433K +$64.1K +351 +17%
JIC
627
Joel Isaacson & Co
New York
$432K -$5.4K -30 -1%
HCM
628
Howard Capital Management
Georgia
$428K +$1.62K +9 +0.4%
NFG
629
Next Financial Group
Texas
$427K +$135K +750 +46%
HKAM
630
Horizon Kinetics Asset Management
New York
$421K – – –
TIA
631
Tiemann Investment Advisors
California
$421K – – –
Cerity Partners
632
Cerity Partners
New York
$421K +$98.9K +549 +31%
RJT
633
Raymond James Trust
Florida
$418K -$53.5K -297 -11%
CICI
634
Capital Investment Counsel Inc
North Carolina
$410K – – –
CCG
635
Cypress Capital Group
Florida
$410K +$86.4K +480 +27%
LJHT
636
Laurie J. Hall Trustee
$405K – – –
NAM
637
North American Management
Massachusetts
$397K -$32.4K -180 -8%
PSUF
638
People's United Financial
Connecticut
$393K -$197K -1,095 -33%
WP
639
WMS Partners
Maryland
$393K +$24.3K +135 +7%
EWM
640
Endurance Wealth Management
Rhode Island
$392K – – –
RIL
641
Rothschild Investment LLC
Illinois
$391K -$216K -1,200 -36%
SBIA
642
Sheaff Brock Investment Advisors
Indiana
$391K – – –
CTC
643
Central Trust Company
Missouri
$389K +$9.17K +51 +2%
CGL
644
Clarius Group LLC
Washington
$389K +$50.8K +282 +15%
WAM
645
Wealthspire Advisors (Maryland)
Maryland
$388K +$20.5K +114 +6%
MFG
646
Merit Financial Group
Georgia
$387K -$13.5K -75 -3%
GT
647
Glenview Trust
Kentucky
$386K – – –
AIM
648
Artemis Investment Management
United Kingdom
$380K -$5.45M -30,342 -93%
SMFS
649
Squar Milner Financial Services
California
$379K +$379K +1,602 New
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$378K +$15.7K +87 +4%
24 25
26
27 28