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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 %
CAC
901
Certified Advisory Corp
Florida
$15K 26 – –
SCM
902
Shelton Capital Management
Colorado
$14.9K 8,481 -6,383 -43%
TCM
903
Tradewinds Capital Management
Washington
$14K 25 – –
SL
904
Salomon & Ludwin
Virginia
$14K 25 – –
CI
905
CX Institutional
Indiana
$14K 24 +24 New
FGAM
906
Financial Gravity Asset Management
Texas
$14K 25 +25 New
WCG
907
Weaver Consulting Group
California
$14K 27 +27 New
CAGAS
908
Capital Advisory Group Advisory Services
Minnesota
$13K 23 – –
RIA
909
RPG Investment Advisory
California
$13K 22 +22 New
ATC
910
Adirondack Trust Company
New York
$11K 22 – –
TA
911
Thor Advisors
New York
$11K 20 +20 New
CHP
912
Cable Hill Partners
Oregon
$10K 17 -5 -23%
IP
913
Intellectus Partners
California
$9K 15 – –
KL
914
KWMG LLC
Kansas
$9K 15 – –
BAMG
915
Brand Asset Management Group
Missouri
$9K 15 +15 New
VNA
916
Valley National Advisers
Pennsylvania
$8K 14 +14 New
SWA
917
Sutton Wealth Advisors
Florida
$7.99K 14 +5 +56%
MSA
918
Marino Stram & Associates
Massachusetts
$7K 12 -1 -8%
1832 Asset Management
919
1832 Asset Management
Ontario, Canada
$7K 12 – –
GRP
920
Global Retirement Partners
California
$7K 12 – –
SWP
921
Strategic Wealth Partners
Ohio
$6K 10 – –
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$5.71K 10 – –
CIA
923
CSat Investment Advisory
Michigan
$5K 9 – –
RFM
924
Royal Fund Management
Florida
$5K 10 – –
RBC
925
Roble Belko & Company
Pennsylvania
$5K 9 – –
35 36
37
38 39