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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CFA
851
Carroll Financial Associates
North Carolina
$25K 48 -273 -85%
MF
852
Manchester Financial
California
$25K 48 +48 New
SA
853
SRH Advisors
Kansas
$24K 45 – –
AIM
854
Arcadia Investment Management
Michigan
$24K 45 – –
RIA
855
Realta Investment Advisors
Delaware
$23K 44 -61 -58%
YWP
856
YorkBridge Wealth Partners
New York
$23K 43 – –
BWA
857
Burt Wealth Advisors
Maryland
$22K 41 – –
CWA
858
Clarus Wealth Advisors
Arizona
$22K 42 – –
FCFS
859
First Command Financial Services
Texas
$22K 42 – –
CHC
860
City Holding Co
West Virginia
$22K 42 – –
FCB
861
First Command Bank
Texas
$22K 42 – –
CCM
862
Cribstone Capital Management
Maine
$22K 42 +9 +27%
SWP
863
Strategic Wealth Partners
Ohio
$21K 41 +31 +310%
EFSCE
864
Enterprise Financial Services Corp (EFSC)
Missouri
$20K 39 – –
HI
865
Hudock Inc
Pennsylvania
$20K 40 – –
HI
866
Human Investing
Oregon
$19K 36 – –
CCM
867
Covington Capital Management
California
$17K 33 – –
ATC
868
Adirondack Trust Company
New York
$17K 32 +10 +45%
H
869
Hexavest
Quebec, Canada
$17K 33 +33 New
NIM
870
NuWave Investment Management
New Jersey
$16K 31 -428 -93%
RA
871
Rational Advisors
New York
$16K 31 -87 -74%
AC
872
Avestar Capital
New York
$16K 35 – –
BCM
873
Blume Capital Management
California
$16K 30 – –
ACS
874
Archford Capital Strategies
Illinois
$15K 28 – –
MWM
875
Meridian Wealth Management
Kentucky
$15K 2,853 -7,254 -72%
33 34
35
36 37