ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

895 hedge funds and large institutions have $56B invested in Intuitive Surgical in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 312 increasing their positions, 317 reducing their positions, and 47 closing their positions.

Holders
895
Holders Change
+40
Holders Change %
+4.68%
% of All Funds
20.49%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.82%
New
93
Increased
312
Reduced
317
Closed
47
Calls
$1.18B
Puts
$3B
Net Calls
-$1.81B
Net Calls Change
-$304M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.64B
2
Jennison Associates
2
Jennison Associates
New York
$796M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$191M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
State Street
5
State Street
Massachusetts
$2.63B

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$392M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.77B
3
American Century Companies
3
American Century Companies
Missouri
$616M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$429M
5
JIM
5
Jupiter Investment Management
United Kingdom
$129M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
776
Valeo Financial Advisors
Indiana
$104K 202 -353 -64%
BWM
777
BerganKDV Wealth Management
Minnesota
$103K 180 – –
LWA
778
Lenox Wealth Advisors
New York
$98K 170 -55 -24%
MYIA
779
Mount Yale Investment Advisors
Colorado
$98K 180 +55 +44%
RE
780
RBC Europe
United Kingdom
$95.3K 166 +85 +105%
VCM
781
Versant Capital Management
Arizona
$93K 163 -3 -2%
First Manhattan
782
First Manhattan
New York
$86K 150 – –
DWM
783
Destination Wealth Management
California
$86K 150 – –
AWM
784
Avior Wealth Management
Nebraska
$86K 150 – –
AA
785
Ancora Advisors
Ohio
$86K 150 +150 New
TRCT
786
Tower Research Capital (TRC)
New York
$85K 148 -249 -63%
AF
787
Advisornet Financial
Minnesota
$84K 147 -20 -12%
KLWA
788
Kelly Lawrence W & Associates
California
$83K 144 – –
WA
789
WealthTrust-Arizona
Arizona
$82K 143 +18 +14%
WC
790
Whitney & Co
New York
$81K 150 – –
ZB
791
Zions Bancorporation
Utah
$79K 137 -3 -2%
PCG
792
Private Capital Group
Connecticut
$75K 131 +6 +5%
GEA
793
Glen Eagle Advisors
New Jersey
$72.9K 127 – –
QAM
794
QCI Asset Management
New York
$72K 125 -25 -17%
CPIG
795
Chicago Partners Investment Group
Illinois
$72K 150 -3 -2%
HS
796
Horan Securities
United States
$71K 140 +20 +17%
CAW
797
Cornerstone Advisors (Washington)
Washington
$71K 123 +30 +32%
TSW
798
Thompson Siegel & Walmsley
Virginia
$69K 120 – –
FMII
799
Farmers & Merchants Investments Inc
Nebraska
$68K 118 +3 +3%
PMFA
800
Plante Moran Financial Advisors
Michigan
$62K 108 +3 +3%
30 31
32
33 34