ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

895 hedge funds and large institutions have $56B invested in Intuitive Surgical in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 312 increasing their positions, 317 reducing their positions, and 47 closing their positions.

Holders
895
Holders Change
+40
Holders Change %
+4.68%
% of All Funds
20.49%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.82%
New
93
Increased
312
Reduced
317
Closed
47
Calls
$1.18B
Puts
$3B
Net Calls
-$1.81B
Net Calls Change
-$304M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.64B
2
Jennison Associates
2
Jennison Associates
New York
$796M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$191M
4
Ameriprise
4
Ameriprise
Minnesota
$252M
5
State Street
5
State Street
Massachusetts
$2.63B

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$392M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.77B
3
American Century Companies
3
American Century Companies
Missouri
$616M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$429M
5
JIM
5
Jupiter Investment Management
United Kingdom
$129M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
876
MassMutual Private Wealth & Trust
Connecticut
$5.74K 10 -20 -67%
RFM
877
Royal Fund Management
Florida
$5K 10 -4 -29%
GCM
878
Gables Capital Management
Florida
$5K 9 – –
MSA
879
Marino Stram & Associates
Massachusetts
$5K 8 – –
RBC
880
Roble Belko & Company
Pennsylvania
$5K 9 – –
TAIM
881
TD Ameritrade Investment Management
Nebraska
$5K 8 +6 +300%
MUAMU
882
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.08K 7,100 +1,100 +18%
AIM
883
Anchor Investment Management
South Carolina
$4.02K 7 – –
NCM
884
Nelson Capital Management
California
$4K 7 +7 New
SWA
885
Sutton Wealth Advisors
Florida
$3.44K 6 – –
CAPTRUST Financial Advisors
886
CAPTRUST Financial Advisors
North Carolina
$3K 6 -3 -33%
OFW
887
Omnia Family Wealth
Florida
$3K 6 – –
CIA
888
CSat Investment Advisory
Michigan
$3K 6 – –
TL
889
TrueWealth LLC
Georgia
$3K 6 – –
PG
890
Proffitt & Goodson
Tennessee
$3K 6 +6 New
PFP
891
Pinnacle Financial Partners
Tennessee
$3K 6 +6 New
Winslow Capital Management
892
Winslow Capital Management
Minnesota
$2K 3 – –
LFA
893
Legacy Financial Advisors
Kentucky
$1K 2 – –
AWM
894
Aevitas Wealth Management
Massachusetts
$1K 1 +1 New
CF
895
Centaurus Financial
California
– – -1,831 Closed
FRA
896
Front Row Advisors
California
$8 16 – –
Voloridge Investment Management
897
Voloridge Investment Management
Florida
– – -92,932 Closed
QIM
898
Quantitative Investment Management
Virginia
– – -22,500 Closed
MC
899
Maverick Capital
Texas
– – -22,010 Closed
CI
900
Capital International
California
– – -10,500 Closed
34 35
36
37 38