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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 %
KPCM
701
Kings Point Capital Management
New York
$42K 102 – –
WA
702
WealthTrust-Arizona
Arizona
$39K 94 +67 +248%
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
$38K 96 +15 +19%
NSIM
704
North Star Investment Management
Illinois
$37K 90 – –
THWM
705
Taylor Hoffman Wealth Management
Virginia
$37K 90 – –
PCP
706
Proficio Capital Partners
Massachusetts
$37K 90 +10 +13%
AA
707
AlphaMark Advisors
Kentucky
$36K 87 -12 -12%
RE
708
RBC Europe
United Kingdom
$33.4K 81 – –
CAW
709
Cornerstone Advisors (Washington)
Washington
$33K 81 – –
DSN
710
D. Scott Neal
Kentucky
$33K 81 – –
AF
711
Advisornet Financial
Minnesota
$32K 78 – –
FCAG
712
First Capital Advisors Group
New Jersey
$32K 78 +78 New
WPA
713
West Paces Advisors
Georgia
$31.4K 76 – –
VIA
714
Vantage Investment Advisors
Pennsylvania
$31K 75 -16 -18%
GBBWRPM
715
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$31K 75 – –
HFP
716
Holistic Financial Partners
Indiana
$31K 75 – –
RFA
717
Reilly Financial Advisors
California
$31K 75 +60 +400%
JCM
718
Jacobi Capital Management
Pennsylvania
$30K 75 – –
OIA
719
Optimum Investment Advisors
Illinois
$30K 72 +72 New
FC
720
Ferris Capital
Massachusetts
$30K 72 +72 New
HS
721
Horan Securities
United States
$29K 70 -10 -13%
PWM
722
Perigon Wealth Management
California
$26K 63 – –
SPIA
723
Steward Partners Investment Advisory
New York
$26K 63 – –
QCG
724
Quadrant Capital Group
Ohio
$25K 69 -10 -13%
IWM
725
IHT Wealth Management
Illinois
$25K 63 – –
27 28
29
30 31