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Intuitive Surgical
ISRG

Overview Fund Activity

612 hedge funds and large institutions have $27.7B invested in Intuitive Surgical in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 173 increasing their positions, 259 reducing their positions, and 73 closing their positions.

Holders
612
Holders Change
-19
Holders Change %
-3.01%
% of All Funds
15.26%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
65
Increased
173
Reduced
259
Closed
73
Calls
$547M
Puts
$880M
Net Calls
-$333M
Net Calls Change
+$34.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.18B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.03B
3
Edgewood Management
3
Edgewood Management
Connecticut
$705M
4
Capital World Investors
4
Capital World Investors
California
$737M
5
WRF
5
Waddell & Reed Financial
Kansas
$320M

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$33K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$513M
3
MNA
3
Manning & Napier Advisors
New York
$39.1M
4
Brown Advisory
4
Brown Advisory
Maryland
$494M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SM
651
SG3 Management
Puerto Rico
– – -500 Closed
HCA
652
Harbour Capital Advisors
Virginia
– – -420 Closed
AIM
653
Assured Investment Management
New York
– – -400 Closed
ZIM
654
Zacks Investment Management
Illinois
– – -386 Closed
LPL Financial
655
LPL Financial
California
– – -380 Closed
ACP
656
Aveo Capital Partners
Colorado
– – -366 Closed
SWP
657
Stratos Wealth Partners
Ohio
– – -357 Closed
WB
658
WesBanco Bank
West Virginia
– – -333 Closed
CG
659
Clinton Group
New York
– – -326 Closed
NA
660
NewEdge Advisors
Louisiana
– – -324 Closed
AIM
661
Acrospire Investment Management
Illinois
– – -200 Closed
PCM
662
Prelude Capital Management
New York
– – -154 Closed
FIB
663
First Interstate Bank
Montana
– – -100 Closed
AA
664
Ancora Advisors
Ohio
– – -50 Closed
IR
665
Invictus RG
Bermuda
– – -39 Closed
CIM
666
Contravisory Investment Management
Massachusetts
– – -35 Closed
PCM
667
Penserra Capital Management
California
– – -33 Closed
NFM
668
North Forty Management
Washington
– – -30 Closed
KLI
669
Kelman-Lazarov Inc
Tennessee
– – -27 Closed
EF
670
Empirical Finance
Pennsylvania
– – -17 Closed
EARNEST Partners
671
EARNEST Partners
Georgia
– – -17 Closed
PFS
672
Physicians Financial Services
North Carolina
– – -15 Closed
IWA
673
IBEX Wealth Advisors
New Jersey
– – -14 Closed
KKAMG
674
Kernodle & Katon Asset Management Group
Arkansas
– – -13 Closed
BWM
675
Baystate Wealth Management
Massachusetts
– – -9 Closed
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