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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 %
BCM
751
Blume Capital Management
California
$12K 30 – –
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$12K 30 +12 +67%
CAL
753
Capital Analysts LLC
Pennsylvania
$12K 30 +30 New
BWA
754
BDO Wealth Advisors
Florida
$12K 30 +30 New
GFP
755
Gryphon Financial Partners
Ohio
$11K 27 -2 -7%
ST
756
Smithfield Trust
Pennsylvania
$11K 27 – –
CAC
757
Certified Advisory Corp
Florida
$10K 26 – –
PFO
758
Pathstone Family Office
New Jersey
$9K 21 +21 New
CAGAS
759
Capital Advisory Group Advisory Services
Minnesota
$9K 23 +23 New
MCM
760
MV Capital Management
Maryland
$8K 19 +1 +6%
FRA
761
Front Row Advisors
California
$7K 16 – –
CFA
762
Carroll Financial Associates
North Carolina
$7K 18 – –
FHA
763
First Horizon Advisors
Tennessee
$7K 18 – –
TCM
764
Tradewinds Capital Management
Washington
$7K 18 – –
SAM
765
Shamrock Asset Management
Texas
$7K 15 +15 New
CFG
766
Citizens Financial Group
Rhode Island
$7K 18 +18 New
IP
767
Intellectus Partners
California
$6K 15 – –
EDRH
768
Edmond de Rothschild Holding
Switzerland
$5K 12 -1,628 -99%
ATC
769
Adirondack Trust Company
New York
$5K 12 – –
ST
770
Sageworth Trust
Pennsylvania
$5K 11 +11 New
Winslow Capital Management
771
Winslow Capital Management
Minnesota
$4K 9 -39 -81%
RFM
772
Royal Fund Management
Florida
$4K 10 -24 -71%
PW
773
Price Wealth
Texas
$4K 9 -9 -50%
CAPTRUST Financial Advisors
774
CAPTRUST Financial Advisors
North Carolina
$4K 9 – –
RBC
775
Roble Belko & Company
Pennsylvania
$4K 9 – –
29 30
31
32 33