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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 %
FHA
876
First Horizon Advisors
Tennessee
$14K 28 -50 -64%
ST
877
Smithfield Trust
Pennsylvania
$14K 27 – –
WCG
878
Weaver Consulting Group
California
$14K 27 – –
TCM
879
Tradewinds Capital Management
Washington
$13K 25 – –
CI
880
CX Institutional
Indiana
$13K 24 – –
SL
881
Salomon & Ludwin
Virginia
$13K 25 – –
HH
882
HWG Holdings
Texas
$12K 23 -6,934 -100%
CAGAS
883
Capital Advisory Group Advisory Services
Minnesota
$12K 23 – –
SIM
884
Sonora Investment Management
Arizona
$11K 21 +21 New
GI
885
Gradient Investments
Minnesota
$10K 19 +19 New
PWP
886
Personal Wealth Partners
Minnesota
$10K 20 +20 New
ESB
887
Essex Savings Bank
Connecticut
$9K 18 +12 +200%
Kayne Anderson Rudnick Investment Management
888
Kayne Anderson Rudnick Investment Management
California
$8K 15 +15 New
TC
889
Truvestments Capital
Florida
$8K 15 +15 New
BL
890
Balentine LLC
Georgia
$8K 16 +16 New
FCA
891
FinTrust Capital Advisors
South Carolina
$7K 13 -24 -65%
VNA
892
Valley National Advisers
Pennsylvania
$7K 14 – –
SCA
893
Stonebridge Capital Advisors
Minnesota
$7K 13 +13 New
EI
894
Ellevest Inc
New York
$6K 12 +6 +100%
LWM
895
Liberty Wealth Management
California
$6K 12 +12 New
UB
896
UMB Bank
Missouri
$5.33K 10,151 +695 +7%
OIA
897
OneDigital Investment Advisors
Kansas
$5K 10 -28 -74%
GWMIA
898
Global Wealth Management Investment Advisory
Florida
$5K 9 – –
RFM
899
Royal Fund Management
Florida
$5K 10 – –
RBC
900
Roble Belko & Company
Pennsylvania
$5K 9 – –
34 35
36
37 38