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Intuitive Surgical
ISRG

Overview Fund Activity

913 hedge funds and large institutions have $52.4B invested in Intuitive Surgical in 2019 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 344 increasing their positions, 322 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
-31
Holders Change %
-3.28%
% of All Funds
19.86%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.46%
New
94
Increased
344
Reduced
322
Closed
112
Calls
$777M
Puts
$1.65B
Net Calls
-$877M
Net Calls Change
-$156M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$966M
2
Morgan Stanley
Morgan Stanley
New York
+$632M
3
Coatue Management
Coatue Management
New York
+$302M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$295M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$88.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$267M
2
Millennium Management
Millennium Management
New York
-$202M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$106M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$102M
5
Nomura Asset Management
Nomura Asset Management
Japan
-$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NNP
726
Nachman Norwood & Parrott
South Carolina
$250K +$5.25K +30 +2%
AWM
727
Altium Wealth Management
New York
$249K -$27.3K -156 -10%
DWA
728
Douglass Winthrop Advisors
New York
$249K – – –
LC
729
Lavaca Capital
Texas
$247K +$105K +600 +74%
PGFC
730
Peapack-Gladstone Financial Corp
New Jersey
$245K – – –
ZIC
731
ZWJ Investment Counsel
Georgia
$242K +$5.77K +33 +2%
Cetera Investment Advisers
732
Cetera Investment Advisers
Illinois
$239K -$98.5K -564 -29%
FWM
733
Foresight Wealth Management
Utah
$239K +$14.7K +84 +7%
CWM
734
Chesapeake Wealth Management
Virginia
$236K -$134K -771 -36%
CCP
735
Clarkston Capital Partners
Michigan
$236K – – –
AIC
736
Archer Investment Corporation
Indiana
$236K – – –
PPP
737
Private Portfolio Partners
New Jersey
$236K +$236K +1,347 New
HA
738
Harfst & Associates
Wyoming
$233K – – –
QC
739
QCM Cayman
Texas
$232K +$232K +1,326 New
QCM
740
Quantinno Capital Management
New York
$231K -$149K -855 -39%
HI
741
Horizon Investments
North Carolina
$229K -$18.9K -108 -8%
TAM
742
Trillium Asset Management
Massachusetts
$228K -$26.2K -150 -10%
Acadian Asset Management
743
Acadian Asset Management
Massachusetts
$227K -$548K -3,126 -71%
MCM
744
MAI Capital Management
Ohio
$224K +$12.1K +69 +6%
PWAC
745
Private Wealth Advisors (California)
California
$223K – – –
SHWM
746
Smith & Howard Wealth Management
Georgia
$215K – – –
BP
747
Ballentine Partners
Massachusetts
$213K +$23.6K +135 +12%
PAS
748
Partnervest Advisory Services
California
$211K +$6.82K +39 +3%
DP
749
Dearborn Partners
Illinois
$210K – – –
SPIA
750
Steward Partners Investment Advisory
New York
$209K +$209K +1,200 New
28 29
30
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