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Intuitive Surgical
ISRG

Overview Fund Activity

788 hedge funds and large institutions have $40.6B invested in Intuitive Surgical in 2018 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 58 closing their positions.

Holders
788
Holders Change
+32
Holders Change %
+4.23%
% of All Funds
18.09%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
99
Increased
268
Reduced
265
Closed
58
Calls
$782M
Puts
$1.9B
Net Calls
-$1.12B
Net Calls Change
+$432M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$204M
2
Citadel Advisors
2
Citadel Advisors
Florida
$177M
3
Millennium Management
3
Millennium Management
New York
$101M
4
EVM
4
Eaton Vance Management
Massachusetts
$165M
5
GXMC
5
Global X Management Company
New York
$202M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.3B
2
Morgan Stanley
2
Morgan Stanley
New York
$286M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.25B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.3B
5
State Street
5
State Street
Massachusetts
$1.84B
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
651
Acropolis Investment Management
Missouri
$186K 450 – –
PAM
652
Paradigm Asset Management
New York
$186K 450 – –
C
653
Cerebellum
California
$185K 447 +100 +29%
IA
654
IFP Advisors
Florida
$172K 471 – –
S
655
SignatureFD
Georgia
$171K 415 +415 New
EA
656
Edge Advisors
Georgia
$170K 414 – –
GWM
657
Geneos Wealth Management
Colorado
$169K 411 +64 +18%
FPS
658
Fieldpoint Private Securities
Connecticut
$165K 400 – –
FDCDDQ
659
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K 372 +342 +1,140%
MOS
660
MGO One Seven
Ohio
$143K 347 +90 +35%
MFBTD
661
MB Financial Bank - Trust Department
Illinois
$142K 345 – –
TFS
662
TrustCore Financial Services
Tennessee
$141K 342 – –
CTC
663
Central Trust Company
Missouri
$139K 337 -50 -13%
LWA
664
Lenox Wealth Advisors
New York
$135K 326 +289 +781%
MCWS
665
McKinley Carter Wealth Services
West Virginia
$132K 320 +320 New
RCAG
666
Rehmann Capital Advisory Group
Michigan
$125K 302 +302 New
SMG
667
Spectrum Management Group
Indiana
$124K 300 – –
ANBT
668
American National Bank & Trust
Texas
$124K 300 – –
Carson Wealth (CWM LLC)
669
Carson Wealth (CWM LLC)
Nebraska
$118K 285 – –
APA
670
American Portfolios Advisors
New York
$109K 263 +205 +353%
FANJ
671
Financial Architects (New Jersey)
New Jersey
$108K 262 -144 -35%
EMG
672
ETF Managers Group
New Jersey
$107K 266 +32 +14%
GLI
673
Guardian Life Insurance
New York
$106K 257 -105 -29%
NEI
674
Northwest & Ethical Investments
Ontario, Canada
$104K 252 – –
HI
675
Hudock Inc
Pennsylvania
$92K 225 – –
25 26
27
28 29