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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
$969M
2
Morgan Stanley
Morgan Stanley
New York
$2.25B
3
Coatue Management
Coatue Management
New York
$302M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$356M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.63B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.87M
2
Millennium Management
Millennium Management
New York
$447K
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.36B
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Nomura Asset Management
Nomura Asset Management
Japan
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
751
Arete Wealth Advisors
Illinois
$208K +$19.4K +111 +10%
GWM
752
Geneos Wealth Management
Colorado
$207K – – –
AAM
753
Azzad Asset Management
Virginia
$207K +$4.2K +24 +2%
AIA
754
AIMZ Investment Advisors
California
$205K – – –
CF
755
Centaurus Financial
California
$205K +$78.8K +450 +63%
FHC
756
First Heartland Consultants
Missouri
$204K -$22.6K -129 -10%
MIM
757
Moseley Investment Management
Florida
$204K +$204K +1,164 New
BIM
758
Bridges Investment Management
Nebraska
$204K +$204K +1,167 New
MFW
759
Meristem Family Wealth
Minnesota
$203K -$2.62K -15 -1%
RCAG
760
Rehmann Capital Advisory Group
Michigan
$202K +$9.97K +57 +5%
MAFM
761
Mid Atlantic Financial Management
Pennsylvania
$201K -$271K -1,554 -57%
SWP
762
Stratos Wealth Partners
Ohio
$201K -$4.19K -24 -2%
MCM
763
Manchester Capital Management
Vermont
$184K – – –
GRP
764
Global Retirement Partners
California
$184K +$178K +1,017 +2,825%
HWA
765
Heritage Wealth Advisors
Virginia
$184K +$7.87K +45 +4%
KLWA
766
Kelly Lawrence W & Associates
California
$180K +$105K +600 +139%
TFS
767
TrustCore Financial Services
Tennessee
$179K – – –
AAP
768
Arax Advisory Partners
Colorado
$176K +$176K +1,008 New
GLI
769
Guardian Life Insurance
New York
$173K – – –
ARMT
770
Amica Retiree Medical Trust
Rhode Island
$166K – – –
AIM
771
Acropolis Investment Management
Missouri
$165K -$70.7K -405 -30%
CIAS
772
Capital Investment Advisory Services
North Carolina
$165K +$4.81K +27 +3%
TPWA
773
TRUE Private Wealth Advisors
Oregon
$164K +$164K +939 New
KCPG
774
Kavar Capital Partners Group
Kansas
$149K +$149K +855 New
SMG
775
Spectrum Management Group
Indiana
$144K – – –
29 30
31
32 33