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Intuitive Surgical
ISRG

Overview Fund Activity

913 hedge funds and large institutions have $52.4B invested in Intuitive Surgical in 2019 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 344 increasing their positions, 322 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
-31
Holders Change %
-3.28%
% of All Funds
19.86%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.46%
New
94
Increased
344
Reduced
322
Closed
112
Calls
$777M
Puts
$1.65B
Net Calls
-$877M
Net Calls Change
-$156M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$969M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.25B
3
Coatue Management
3
Coatue Management
New York
$302M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$356M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.63B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.87M
2
Millennium Management
2
Millennium Management
New York
$447K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.36B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
801
Meeder Asset Management
Ohio
$75K -$319K -1,827 -81%
RFWA
802
RPg Family Wealth Advisory
Massachusetts
$71.3K – – –
PFGIA
803
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$21.9K +123 +45%
PB
804
Pinnacle Bancorp
Nebraska
$71K +$23.7K +135 +50%
WEC
805
Winslow Evans & Crocker
Massachusetts
$70K -$124K -678 -64%
FMII
806
Farmers & Merchants Investments Inc
Nebraska
$68K +$1.58K +9 +2%
GEA
807
Glen Eagle Advisors
New Jersey
$66.6K – – –
QAM
808
QCI Asset Management
New York
$66K – – –
TSW
809
Thompson Siegel & Walmsley
Virginia
$63K – – –
KPCM
810
Kings Point Capital Management
New York
$63K +$9.89K +57 +19%
VCM
811
Versant Capital Management
Arizona
$62K -$19.6K -114 -24%
CAPTRUST Financial Advisors
812
CAPTRUST Financial Advisors
North Carolina
$62K +$16.8K +96 +37%
AIM
813
Anchor Investment Management
South Carolina
$61.9K +$58.2K +333 +1,586%
PCG
814
Private Capital Group
Connecticut
$60K +$9.12K +57 +18%
NCM
815
Next Capital Management
New York
$60K +$60K +342 New
O
816
Ossiam
France
$60K +$60K +345 New
PMFA
817
Plante Moran Financial Advisors
Michigan
$55K – – –
BBHC
818
Brown Brothers Harriman & Co
New York
$55K +$53.4K +306 +3,400%
PFBT
819
Parkside Financial Bank & Trust
Missouri
$54K -$2.62K -15 -5%
FANJ
820
Financial Architects (New Jersey)
New Jersey
$53K -$133K -762 -72%
CFG
821
Citizens Financial Group
Rhode Island
$53K +$7.35K +42 +16%
MSFP
822
Mark Sheptoff Financial Planning
Connecticut
$52K – – –
QCIG
823
Quad-Cities Investment Group
Iowa
$52K – – –
QT
824
Quantbot Technologies
New York
$52K +$52K +300 New
M
825
MOTCO
Texas
$51K +$51K +291 New
31 32
33
34 35