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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 %
JA
676
JOYN Advisors
Georgia
$91K 220 +220 New
WEC
677
Winslow Evans & Crocker
Massachusetts
$90.4K 220 +26 +13%
SSB
678
Sandy Spring Bank
Maryland
$90K 219 – –
TWA
679
TCI Wealth Advisors
Arizona
$87K 210 – –
VFA
680
Valeo Financial Advisors
Indiana
$83K 201 – –
AOWM
681
Alpha Omega Wealth Management
Virginia
$83K 200 – –
FPFS
682
First Personal Financial Services
North Carolina
$75K 181 – –
SFSIG
683
San Francisco Sentry Investment Group
California
$71K 172 +100 +139%
VCM
684
Versant Capital Management
Arizona
$68K 165 – –
CIP
685
Convergence Investment Partners
Florida
$66K 160 +160 New
QAM
686
QCI Asset Management
New York
$62K 150 – –
AWM
687
Avior Wealth Management
Nebraska
$62K 150 – –
WC
688
Whitney & Co
New York
$62K 150 +150 New
DWM
689
Destination Wealth Management
California
$62K 150 +150 New
First Manhattan
690
First Manhattan
New York
$61K 150 -1,758 -92%
KLWA
691
Kelly Lawrence W & Associates
California
$59K 144 – –
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$55.7K 135 +6 +5%
AIM
693
Advantage Investment Management
Iowa
$53K 129 -3 -2%
PCG
694
Private Capital Group
Connecticut
$52K 127 -366 -74%
CPIG
695
Chicago Partners Investment Group
Illinois
$50K 122 -10 -8%
TSW
696
Thompson Siegel & Walmsley
Virginia
$50K 120 – –
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$47K 114 – –
KA
698
Kaizen Advisory
Illinois
$45K 109 – –
WOC
699
West Oak Capital
California
$44.6K 108 – –
BCP
700
Blackhawk Capital Partners
Wisconsin
$43K 105 – –
26 27
28
29 30