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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 %
SHJ
726
Sharkey, Howes & Javer
Colorado
$24K 60 – –
RA
727
Rational Advisors
New York
$24K 57 +57 New
PFBT
728
Parkside Financial Bank & Trust
Missouri
$23K 56 – –
MYIA
729
Mount Yale Investment Advisors
Colorado
$23K 56 +56 New
APP
730
Avantax Planning Partners
Iowa
$23K 57 +57 New
GEA
731
Glen Eagle Advisors
New Jersey
$22.7K 55 – –
ACA
732
Atlas Capital Advisors
Wyoming
$22.3K 54 +54 New
BWA
733
Burt Wealth Advisors
Maryland
$22K 54 – –
TFO
734
Tarbox Family Office
California
$22K 53 +3 +6%
EARNEST Partners
735
EARNEST Partners
Georgia
$21K 51 – –
OIA
736
OneDigital Investment Advisors
Kansas
$21K 50 +50 New
GAM
737
Gemmer Asset Management
California
$20K 48 – –
GWS
738
Glassman Wealth Services
Virginia
$20K 48 +3 +7%
PCM
739
Prelude Capital Management
New York
$20K 49 +49 New
SA
740
SRH Advisors
Kansas
$19K 45 – –
PFSC
741
Peoples Financial Services Corp
Pennsylvania
$19K 45 – –
AIM
742
Arcadia Investment Management
Michigan
$19K 45 – –
FCB
743
First Command Bank
Texas
$17.3K 42 – –
CHC
744
City Holding Co
West Virginia
$17K 42 – –
FCFS
745
First Command Financial Services
Texas
$17K 42 – –
BWM
746
Baystate Wealth Management
Massachusetts
$17K 37 +37 New
Nomura Holdings
747
Nomura Holdings
Japan
$16.4K 39,798 +28,788 +261%
WTB
748
Washington Trust Bank
Washington
$16K 39 – –
AAP
749
Arax Advisory Partners
Colorado
$14K 36 +6 +20%
BCM
750
Blume Capital Management
California
$12K 30 – –
28 29
30
31 32