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Intuitive Surgical
ISRG

Overview Fund Activity

917 hedge funds and large institutions have $54B invested in Intuitive Surgical in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 355 increasing their positions, 310 reducing their positions, and 70 closing their positions.

Holders
917
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
20.14%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.59%
New
77
Increased
355
Reduced
310
Closed
70
Calls
$866M
Puts
$1.9B
Net Calls
-$1.03B
Net Calls Change
-$153M

Top Buyers

1
Edgewood Management
1
Edgewood Management
Connecticut
$1.48B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$976M
3
HM
3
HealthCor Management
New York
$127M
4
Citadel Advisors
4
Citadel Advisors
Florida
$99M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.61B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$152M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$836M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.49B
5
TCM
5
Tybourne Capital Management
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
826
Versant Capital Management
Arizona
$56K 105 -15 -13%
HGWM
827
Harvest Group Wealth Management
Massachusetts
$56K 104 +27 +35%
PFBT
828
Parkside Financial Bank & Trust
Missouri
$55K 101 -2 -2%
QCIG
829
Quad-Cities Investment Group
Iowa
$54K 100 – –
GI
830
Gradient Investments
Minnesota
$53K 99 +80 +421%
SLF
831
Sun Life Financial
Ontario, Canada
$50K 93 – –
NSIM
832
North Star Investment Management
Illinois
$49K 90 +90 New
GAM
833
Gemmer Asset Management
California
$48K 89 +6 +7%
TFO
834
Tarbox Family Office
California
$47K 87 – –
GWS
835
Glassman Wealth Services
Virginia
$45K 83 – –
TIM
836
Tortoise Investment Management
New York
$44K 81 – –
OIA
837
Optimum Investment Advisors
Illinois
$44K 82 +3 +4%
EW
838
Evoke Wealth
California
$43.2K 80 +80 New
THWM
839
Taylor Hoffman Wealth Management
Virginia
$43K 79 – –
VRM
840
Vectors Research Management
New York
$43K 80 – –
WPA
841
West Paces Advisors
Georgia
$41K 76 – –
FA
842
Financial Advantage
Maryland
$41K 77 – –
AWM
843
Avior Wealth Management
Nebraska
$40K 75 – –
RFA
844
Reilly Financial Advisors
California
$40K 75 – –
JCM
845
Jacobi Capital Management
Pennsylvania
$40K 75 – –
AA
846
AlphaMark Advisors
Kentucky
$37K 69 -2 -3%
LWANC
847
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K 66 +12 +22%
GSWM
848
Golden State Wealth Management
California
$35K 65 +65 New
BWM
849
Baystate Wealth Management
Massachusetts
$31K 57 – –
EIP
850
Ellis Investment Partners
Pennsylvania
$31K 60 – –
32 33
34
35 36