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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 %
AF
801
Arrow Financial
New York
$114K – – –
AOWM
802
Alpha Omega Wealth Management
Virginia
$114K – – –
M
803
Mirova
France
$114K +$114K +597 New
FPFS
804
First Personal Financial Services
North Carolina
$112K -$1.14K -6 -1%
LFG
805
Larson Financial Group
Missouri
$112K +$3.41K +18 +3%
SLF
806
Sun Life Financial
Ontario, Canada
$111K -$67.2K -354 -38%
VIM
807
Veritas Investment Management
United Kingdom
$104K – – –
PWM
808
PRW Wealth Management
Massachusetts
$104K – – –
PRC
809
Pearl River Capital
Michigan
$104K +$104K +552 New
BWM
810
BerganKDV Wealth Management
Minnesota
$103K – – –
SIAS
811
Shine Investment Advisory Services
Colorado
$103K +$13.2K +69 +15%
First Manhattan
812
First Manhattan
New York
$102K +$17K +90 +20%
DWM
813
Destination Wealth Management
California
$98K +$12K +63 +14%
LWA
814
Lenox Wealth Advisors
New York
$97K – – –
ED
815
Exane Derivatives
France
$93.5K +$47.3K +249 +102%
PCP
816
Proficio Capital Partners
Massachusetts
$91K +$34.3K +180 +61%
VCM
817
Versant Capital Management
Arizona
$90K -$2.85K -15 -3%
BMM
818
Buffington Mohr McNeal
Idaho
$86K +$86K +450 New
FL
819
Fort LP
Maryland
$82K -$15.5K -81 -16%
KLWA
820
Kelly Lawrence W & Associates
California
$82K – – –
AF
821
Advisornet Financial
Minnesota
$79K -$33K -174 -29%
CAW
822
Cornerstone Advisors (Washington)
Washington
$79K +$10.9K +57 +16%
SFFS
823
Stonehage Fleming Financial Services
Jersey
$78.6K +$40.7K +214,239 +108%
BCA
824
Berman Capital Advisors
Georgia
$78K +$29K +153 +59%
RFWA
825
RPg Family Wealth Advisory
Massachusetts
$77.6K +$65.6K +345 +548%
31 32
33
34 35