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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 %
DWM
976
Dakota Wealth Management
Florida
– – -403 Closed
CW
977
Cobiz Wealth
Colorado
– – -400 Closed
FA
978
Fortis Advisors
Pennsylvania
– – -388 Closed
CG
979
Caprock Group
Idaho
– – -387 Closed
FNT
980
First National Trust
Pennsylvania
– – -385 Closed
CA
981
Calton & Associates
Florida
– – -379 Closed
CAN
982
Claraphi Advisory Network
United States
– – -378 Closed
BPWA
983
Beacon Pointe Wealth Advisors
California
– – -375 Closed
GIA
984
Gladstone Institutional Advisory
Florida
– – -374 Closed
ECM
985
Evergreen Capital Management
Washington
– – -370 Closed
CCA
986
Conestoga Capital Advisors
Pennsylvania
– – -365 Closed
FMT
987
First Mercantile Trust
Tennessee
– – -361 Closed
BDF
988
Balasa Dinverno & Foltz
– – -361 Closed
FVWA
989
Foster Victor Wealth Advisors
South Carolina
– – -359 Closed
BC
990
Brinker Capital
Pennsylvania
– – -351 Closed
OWD
991
Osborn Williams & Donohoe
Ohio
– – -326 Closed
BBNA
992
Bremer Bank National Association
Minnesota
– – -322 Closed
PGA
993
Premia Global Advisors
Florida
– – -210 Closed
PRC
994
Pearl River Capital
Michigan
– – -184 Closed
PWM
995
PRW Wealth Management
Massachusetts
– – -182 Closed
DWM
996
Destination Wealth Management
California
– – -171 Closed
BMM
997
Buffington Mohr McNeal
Idaho
– – -150 Closed
FL
998
Fort LP
Maryland
– – -143 Closed
WCM
999
WealthBridge Capital Management
Ohio
– – -130 Closed
PFO
1000
Pathstone Family Office
New Jersey
– – -116 Closed
38 39
40
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