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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.

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$152M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$836M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.49B
5
TCM
5
Tybourne Capital Management
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
751
Country Club Trust
Missouri
$219K +$219K +1,230 New
PAS
752
Partnervest Advisory Services
California
$218K +$1.08K +6 +0.5%
TSWM
753
Triangle Securities Wealth Management
North Carolina
$216K -$54K -300 -20%
PPP
754
Private Portfolio Partners
New Jersey
$215K -$27.6K -153 -11%
DWM
755
Dakota Wealth Management
Florida
$215K +$215K +1,197 New
BRWM
756
B. Riley Wealth Management
Tennessee
$212K +$212K +1,176 New
AIA
757
AIMZ Investment Advisors
California
$211K – – –
PWAC
758
Private Wealth Advisors (California)
California
$211K – – –
GWM
759
Geneos Wealth Management
Colorado
$209K -$2.13K -12 -1%
AWA
760
Arete Wealth Advisors
Illinois
$208K -$5.93K -33 -3%
MAFM
761
Mid Atlantic Financial Management
Pennsylvania
$207K – – –
WIC
762
Whitegate Investment Counselors
New Hampshire
$207K +$207K +1,152 New
RCAG
763
Rehmann Capital Advisory Group
Michigan
$205K -$3.24K -18 -2%
GKWIM
764
Gerber Kawasaki Wealth & Investment Management
California
$202K +$202K +1,125 New
LFAS
765
Level Four Advisory Services
Texas
$200K +$200K +1,110 New
RE
766
RBC Europe
United Kingdom
$192K +$74.5K +414 +63%
MCM
767
Manchester Capital Management
Vermont
$190K – – –
HWA
768
Heritage Wealth Advisors
Virginia
$188K – – –
TFS
769
TrustCore Financial Services
Tennessee
$185K – – –
AAP
770
Arax Advisory Partners
Colorado
$181K – – –
GLI
771
Guardian Life Insurance
New York
$181K +$3.23K +18 +2%
EMG
772
ETF Managers Group
New Jersey
$178K -$222K -1,248 -55%
CIAS
773
Capital Investment Advisory Services
North Carolina
$178K +$10.8K +60 +6%
ARMT
774
Amica Retiree Medical Trust
Rhode Island
$171K – – –
AIM
775
Acropolis Investment Management
Missouri
$170K – – –
29 30
31
32 33