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Intuitive Surgical
ISRG

Overview Fund Activity

944 hedge funds and large institutions have $57B invested in Intuitive Surgical in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 344 increasing their positions, 329 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
20.46%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.67%
New
100
Increased
344
Reduced
329
Closed
80
Calls
$949M
Puts
$1.67B
Net Calls
-$722M
Net Calls Change
+$1.04B

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.88B
3
Capital World Investors
Capital World Investors
California
$1.97B
4
Geode Capital Management
Geode Capital Management
Massachusetts
$982M
5
State Street
State Street
Massachusetts
$2.76B

Top Sellers

1
HM
HealthCor Management
New York
$76.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$40.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
JIM
Jupiter Investment Management
United Kingdom
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$852M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
751
Cobiz Wealth
Colorado
$228K -$77K -405 -25%
DP
752
Dearborn Partners
Illinois
$228K +$228K +1,200 New
EWM
753
Evercore Wealth Management
New York
$227K +$227K +1,191 New
GWM
754
Geneos Wealth Management
Colorado
$225K -$12.5K -66 -5%
SWP
755
Stratos Wealth Partners
Ohio
$224K -$49.7K -261 -18%
MFW
756
Meristem Family Wealth
Minnesota
$224K +$224K +1,176 New
PWAC
757
Private Wealth Advisors (California)
California
$223K +$223K +1,170 New
AIA
758
AIMZ Investment Advisors
California
$223K +$223K +1,170 New
PAS
759
Partnervest Advisory Services
California
$222K +$222K +1,167 New
FA
760
Fortis Advisors
Pennsylvania
$221K – – –
CG
761
Caprock Group
Idaho
$221K +$221K +1,161 New
AAM
762
Azzad Asset Management
Virginia
$220K +$220K +1,158 New
FNT
763
First National Trust
Pennsylvania
$220K +$220K +1,155 New
CAN
764
Claraphi Advisory Network
United States
$216K -$255K -1,341 -54%
CA
765
Calton & Associates
Florida
$216K -$117K -615 -35%
AF
766
Alerus Financial
North Dakota
$214K +$214K +1,125 New
BPWA
767
Beacon Pointe Wealth Advisors
California
$214K +$214K +1,125 New
GIA
768
Gladstone Institutional Advisory
Florida
$213K +$213K +1,122 New
ECM
769
Evergreen Capital Management
Washington
$211K +$211K +1,110 New
RCAG
770
Rehmann Capital Advisory Group
Michigan
$209K +$8.56K +45 +4%
CCA
771
Conestoga Capital Advisors
Pennsylvania
$208K +$208K +1,095 New
BP
772
Ballentine Partners
Massachusetts
$207K -$100K -525 -33%
FMT
773
First Mercantile Trust
Tennessee
$206K +$206K +1,083 New
BDF
774
Balasa Dinverno & Foltz
$206K +$206K +1,083 New
FVWA
775
Foster Victor Wealth Advisors
South Carolina
$205K +$205K +1,077 New
29 30
31
32 33