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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 %
KPCM
801
Kings Point Capital Management
New York
$59K 102 – –
RFA
802
Reilly Financial Advisors
California
$55K 95 +20 +27%
NSIM
803
North Star Investment Management
Illinois
$52K 90 – –
THWM
804
Taylor Hoffman Wealth Management
Virginia
$52K 90 – –
PCP
805
Proficio Capital Partners
Massachusetts
$52K 91 – –
PFGIA
806
Patriot Financial Group Insurance Agency
Massachusetts
$52K 90 +30 +50%
NFG
807
Next Financial Group
Texas
$52K 91 +91 New
TG
808
TLP Group
Illinois
$51K 89 +89 New
QCG
809
Quadrant Capital Group
Ohio
$47K 90 +3 +3%
TIM
810
Tortoise Investment Management
New York
$46K 81 -862 -91%
AA
811
AlphaMark Advisors
Kentucky
$46K 80 -7 -8%
PFBT
812
Parkside Financial Bank & Trust
Missouri
$46K 81 +3 +4%
OIA
813
OneDigital Investment Advisors
Kansas
$45K 79 +29 +58%
WPA
814
West Paces Advisors
Georgia
$43.6K 76 – –
JCM
815
Jacobi Capital Management
Pennsylvania
$43K 75 – –
VIA
816
Vantage Investment Advisors
Pennsylvania
$43K 75 – –
GI
817
Gradient Investments
Minnesota
$43K 75 +75 New
TFO
818
Tarbox Family Office
California
$41K 71 -2 -3%
MWPCG
819
Measured Wealth Private Client Group
New Hampshire
$41K 73 +73 New
FC
820
Ferris Capital
Massachusetts
$38K 66 -6 -8%
CFA
821
Carroll Financial Associates
North Carolina
$35K 61 – –
KJWM
822
Kiley Juergens Wealth Management
Washington
$34K 60 – –
SHJ
823
Sharkey, Howes & Javer
Colorado
$34K 60 – –
PHK
824
Point72 Hong Kong
Hong Kong
$34K 59 +59 New
BWA
825
Burt Wealth Advisors
Maryland
$31K 54 – –
31 32
33
34 35