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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 %
CCM
776
Cribstone Capital Management
Maine
$3K 7 -58 -89%
LFA
777
Legacy Financial Advisors
Kentucky
$3K 8 – –
AC
778
Avestar Capital
New York
$3K 10 +4 +67%
AIM
779
Anchor Investment Management
South Carolina
$2.89K 7 – –
SLF
780
Sun Life Financial
Ontario, Canada
$2.65K 192 -53 -22%
TRCT
781
Tower Research Capital (TRC)
New York
$2K 4 -1,881 -100%
TL
782
TrueWealth LLC
Georgia
$2K 6 -6 -50%
OFW
783
Omnia Family Wealth
Florida
$2K 6 – –
DBT
784
Dubuque Bank & Trust
Iowa
$2K 6 +6 New
SWA
785
Sutton Wealth Advisors
Florida
$1.24K 3 +3 New
AF
786
Allworth Financial
California
$1K 2 -1 -33%
MPPLM
787
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1K 3 – –
JWA
788
JFS Wealth Advisors
Pennsylvania
$1K 3 – –
AII
789
AGF Investments Inc
Ontario, Canada
– – -104,146 Closed
QIM
790
Quantitative Investment Management
Virginia
– – -39,800 Closed
AC
791
Ascend Capital
California
– – -30,280 Closed
UFF
792
USA Financial Formulas
Michigan
– – -19,867 Closed
CF
793
Copperwynd Financial
Arizona
– – -13,919 Closed
GAM
794
Gotham Asset Management
New York
– – -12,960 Closed
HSA
795
Hussman Strategic Advisors
Maryland
– – -10,000 Closed
FC
796
Forte Capital
New York
– – -8,034 Closed
Simplex Trading
797
Simplex Trading
Illinois
– – -7,973 Closed
T
798
TOBAM
France
– – -7,308 Closed
DF
799
Donoghue Forlines
Massachusetts
– – -7,098 Closed
LOAMU
800
Lombard Odier Asset Management (USA)
New York
– – -6,504 Closed
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