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Intuitive Surgical
ISRG

Overview Fund Activity

944 hedge funds and large institutions have $57B invested in Intuitive Surgical in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 344 increasing their positions, 329 reducing their positions, and 80 closing their positions.

Holders
944
Holders Change
+7
Holders Change %
+0.75%
% of All Funds
20.46%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.67%
New
100
Increased
344
Reduced
329
Closed
80
Calls
$949M
Puts
$1.67B
Net Calls
-$722M
Net Calls Change
+$1.04B

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.88B
3
Capital World Investors
3
Capital World Investors
California
$1.97B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$982M
5
State Street
5
State Street
Massachusetts
$2.76B

Top Sellers

1
HM
1
HealthCor Management
New York
$76.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$40.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
JIM
4
Jupiter Investment Management
United Kingdom
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$852M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
876
SRH Advisors
Kansas
$26K 45 – –
IWP
877
Icon Wealth Partners
Texas
$26K 46 +46 New
YWP
878
YorkBridge Wealth Partners
New York
$25K 43 – –
AIA
879
Alera Investment Advisors
Illinois
$25K 43 +5 +13%
FCB
880
First Command Bank
Texas
$24K 42 – –
FCFS
881
First Command Financial Services
Texas
$24K 42 – –
CHC
882
City Holding Co
West Virginia
$24K 42 – –
CWA
883
Clarus Wealth Advisors
Arizona
$24K 42 – –
EFSCE
884
Enterprise Financial Services Corp (EFSC)
Missouri
$23K 39 -2 -5%
BWA
885
Burt Wealth Advisors
Maryland
$23K 41 – –
LFA
886
Legacy Financial Advisors
Kentucky
$23K 40 +28 +233%
HI
887
Hudock Inc
Pennsylvania
$22K 40 -5 -11%
OIA
888
OneDigital Investment Advisors
Kansas
$22K 38 +33 +660%
HI
889
Human Investing
Oregon
$21K 36 -9 -20%
FCA
890
FinTrust Capital Advisors
South Carolina
$21K 37 -6 -14%
CCM
891
Covington Capital Management
California
$19K 33 – –
CCM
892
Cribstone Capital Management
Maine
$19K 33 +1 +3%
VEA
893
Virtus ETF Advisers
New York
$18K 32 – –
FPS
894
Fieldpoint Private Securities
Connecticut
$17K 29 -537 -95%
CWM
895
Catamount Wealth Management
Connecticut
$17K 30 – –
AC
896
Avestar Capital
New York
$17K 35 – –
CFD
897
Creative Financial Designs
Indiana
$17K 30 – –
BCM
898
Blume Capital Management
California
$17K 30 – –
ST
899
Smithfield Trust
Pennsylvania
$16K 27 – –
ACS
900
Archford Capital Strategies
Illinois
$16K 28 – –
34 35
36
37 38