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Intuitive Surgical
ISRG

Overview Fund Activity

937 hedge funds and large institutions have $46.7B invested in Intuitive Surgical in 2018 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+42
Holders Change %
+4.69%
% of All Funds
20.91%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.89%
New
137
Increased
321
Reduced
322
Closed
89
Calls
$1.17B
Puts
$2.93B
Net Calls
-$1.76B
Net Calls Change
+$52.6M

Top Buyers

1
BlackRock
BlackRock
New York
$3.99B
2
Jennison Associates
Jennison Associates
New York
$934M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$240M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.98B
5
AllianceBernstein
AllianceBernstein
Tennessee
$781M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$110M
2
Millennium Management
Millennium Management
New York
$132M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.04B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.3B
5
WRF
Waddell & Reed Financial
Kansas
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
826
Quad-Cities Investment Group
Iowa
$48K +$48K +300 New
PCP
827
Proficio Capital Partners
Massachusetts
$47K +$3.8K +24 +9%
JFGIW
828
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K +$44K +276 New
NSIM
829
North Star Investment Management
Illinois
$43K – – –
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$43K – – –
PB
831
Pinnacle Bancorp
Nebraska
$43K +$43K +270 New
BCA
832
Berman Capital Advisors
Georgia
$41K +$41K +258 New
WANY
833
Wealthspire Advisors (New York)
New York
$41K +$41K +258 New
CAPTRUST Financial Advisors
834
CAPTRUST Financial Advisors
North Carolina
$40K +$37.1K +234 +1,300%
TIM
835
Tortoise Investment Management
New York
$39K – – –
ED
836
Exane Derivatives
France
$38.8K +$38.8K +243 New
OIA
837
Optimum Investment Advisors
Illinois
$38K -$72.2K -450 -66%
THWM
838
Taylor Hoffman Wealth Management
Virginia
$38K -$5.29K -33 -12%
BWA
839
BDO Wealth Advisors
Florida
$38K +$23.8K +150 +167%
VRM
840
Vectors Research Management
New York
$38K +$23.8K +150 +167%
MNBTD
841
Moody National Bank Trust Division
Texas
$38K +$38K +237 New
TFO
842
Tarbox Family Office
California
$37K +$3.32K +21 +10%
CA
843
Claro Advisors
Massachusetts
$37K +$37K +195 New
LWM
844
Liberty Wealth Management
California
$37K +$37K +234 New
WPA
845
West Paces Advisors
Georgia
$36.4K – – –
RFA
846
Reilly Financial Advisors
California
$36K -$9.6K -60 -21%
AA
847
AlphaMark Advisors
Kentucky
$36K -$2.4K -15 -6%
GI
848
Gradient Investments
Minnesota
$36K – – –
JCM
849
Jacobi Capital Management
Pennsylvania
$36K – – –
FA
850
Financial Advantage
Maryland
$36K +$36K +231 New
32 33
34
35 36