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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
+$416M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$264M
3
Capital World Investors
Capital World Investors
California
+$264M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$164M
5
State Street
State Street
Massachusetts
+$136M

Top Sellers

1
HM
HealthCor Management
New York
-$144M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$123M
3
Renaissance Technologies
Renaissance Technologies
New York
-$110M
4
JIM
Jupiter Investment Management
United Kingdom
-$103M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$78.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
776
Arete Wealth Advisors
Illinois
$205K +$205K +1,080 New
WEC
777
Winslow Evans & Crocker
Massachusetts
$204K +$64.5K +336 +46%
FANJ
778
Financial Architects (New Jersey)
New Jersey
$202K -$25K -132 -11%
BC
779
Brinker Capital
Pennsylvania
$200K +$200K +1,053 New
MCM
780
Manchester Capital Management
Vermont
$200K +$200K +1,053 New
MFBTD
781
MB Financial Bank - Trust Department
Illinois
$197K – – –
TFS
782
TrustCore Financial Services
Tennessee
$195K – – –
HWA
783
Heritage Wealth Advisors
Virginia
$191K – – –
OWD
784
Osborn Williams & Donohoe
Ohio
$191K +$191K +978 New
GLI
785
Guardian Life Insurance
New York
$188K +$4.56K +24 +2%
CFA
786
Carroll Financial Associates
North Carolina
$183K +$158K +834 +647%
ARMT
787
Amica Retiree Medical Trust
Rhode Island
$180K – – –
NFG
788
Next Financial Group
Texas
$174K -$128K -669 -42%
NFH
789
NEXT Financial Holdings
Texas
$174K +$174K +912 New
CIAS
790
Capital Investment Advisory Services
North Carolina
$171K – – –
QCG
791
Quadrant Capital Group
Ohio
$164K +$94.8K +522 +137%
BBNA
792
Bremer Bank National Association
Minnesota
$164K +$164K +966 New
SMG
793
Spectrum Management Group
Indiana
$157K – – –
LC
794
Lavaca Capital
Texas
$154K – – –
RE
795
RBC Europe
United Kingdom
$144K – – –
PAM
796
Paradigm Asset Management
New York
$143K +$28.5K +150 +25%
VFA
797
Valeo Financial Advisors
Indiana
$142K +$31.5K +165 +28%
SFSIG
798
San Francisco Sentry Investment Group
California
$121K +$3.43K +18 +3%
TWA
799
TCI Wealth Advisors
Arizona
$119K -$572 -3 -0.5%
PGA
800
Premia Global Advisors
Florida
$119K +$119K +630 New
30 31
32
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