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Intuitive Surgical
ISRG

Overview Fund Activity

917 hedge funds and large institutions have $54B invested in Intuitive Surgical in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 355 increasing their positions, 310 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
20.14%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.59%
New
77
Increased
355
Reduced
310
Closed
70
Calls
$866M
Puts
$1.9B
Net Calls
-$1.03B
Net Calls Change
-$153M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
$1.48B
2
AllianceBernstein
AllianceBernstein
Tennessee
$976M
3
HM
HealthCor Management
New York
$127M
4
Citadel Advisors
Citadel Advisors
Florida
$99M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.61B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.08B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$152M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$836M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.49B
5
TCM
Tybourne Capital Management
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
726
IFP Advisors
Florida
$248K +$248K +1,386 New
GCM
727
Gladius Capital Management
Illinois
$245K -$63.3K -351 -21%
FFN
728
Focus Financial Network
Minnesota
$244K -$30.2K -168 -11%
SP
729
Symmetry Partners
Connecticut
$244K -$32.4K -180 -12%
BHB
730
Bank Hapoalim BM
Israel
$243K -$18.1K -102 -7%
ZIC
731
ZWJ Investment Counsel
Georgia
$243K -$5.94K -33 -2%
Lido Advisors
732
Lido Advisors
California
$242K -$324K -1,803 -57%
Rockefeller Capital Management
733
Rockefeller Capital Management
New York
$242K -$186K -1,035 -43%
CCP
734
Clarkston Capital Partners
Michigan
$242K – – –
EWM
735
Evercore Wealth Management
New York
$240K -$36.1K -201 -13%
MCM
736
MAI Capital Management
Ohio
$238K +$7.56K +42 +3%
BP
737
Ballentine Partners
Massachusetts
$238K +$18.3K +102 +8%
PWPS
738
Pinnacle Wealth Planning Services
Ohio
$237K +$237K +1,317 New
SHWM
739
Smith & Howard Wealth Management
Georgia
$236K +$15.1K +84 +7%
TAM
740
Trillium Asset Management
Massachusetts
$235K – – –
MFW
741
Meristem Family Wealth
Minnesota
$235K +$26.4K +147 +13%
BSW
742
Buckingham Strategic Wealth
Missouri
$233K -$75.7K -420 -25%
EWA
743
Exencial Wealth Advisors
Oklahoma
$232K -$153K -849 -40%
VAS
744
Vestmark Advisory Solutions
Massachusetts
$231K +$231K +1,281 New
OWD
745
Osborn Williams & Donohoe
Ohio
$230K +$230K +1,278 New
FWIA
746
Fort Washington Investment Advisors
Ohio
$227K -$43.2K -240 -16%
TW
747
TrinityPoint Wealth
Connecticut
$227K +$227K +1,215 New
APA
748
American Portfolios Advisors
New York
$227K -$343K -1,905 -60%
SWP
749
Stratos Wealth Partners
Ohio
$221K +$14K +78 +7%
SIC
750
SFE Investment Counsel
California
$220K -$53.9K -300 -20%
28 29
30
31 32