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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 %
WP
1001
WealthPLAN Partners
Nebraska
– – -442 Closed
CWM
1002
Cornerstone Wealth Management
Missouri
– – -425 Closed
BOPW
1003
Brandywine Oak Private Wealth
Pennsylvania
– – -380 Closed
AWM
1004
Alterna Wealth Management
Texas
– – -335 Closed
IIM
1005
Ipswich Investment Management
Massachusetts
– – -335 Closed
JA
1006
JOYN Advisors
Georgia
– – -223 Closed
AF
1007
Allworth Financial
California
– – -116 Closed
SBL
1008
Sargent Bickham Lagudis
Colorado
– – -100 Closed
JFGIW
1009
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -92 Closed
WANY
1010
Wealthspire Advisors (New York)
New York
– – -86 Closed
LWM
1011
Liberty Wealth Management
California
– – -78 Closed
GI
1012
Gradient Investments
Minnesota
– – -75 Closed
FTI
1013
Fiduciary Trust International
Massachusetts
– – -69 Closed
CA
1014
Claro Advisors
Massachusetts
– – -65 Closed
PWMG
1015
Prestige Wealth Management Group
New Jersey
– – -33 Closed
EDRH
1016
Edmond de Rothschild Holding
Switzerland
– – -31 Closed
RCG
1017
Ruggie Capital Group
Florida
– – -30 Closed
ACA
1018
Atlas Capital Advisors
Wyoming
– – -24 Closed
BI
1019
Bramshill Investments
Florida
– – -20 Closed
RWA
1020
River Wealth Advisors
Pennsylvania
– – -17 Closed
FRA
1021
Front Row Advisors
California
– – -10 Closed
GCM
1022
Gables Capital Management
Florida
– – -9 Closed
PG
1023
Proffitt & Goodson
Tennessee
– – -6 Closed
MCM
1024
MV Capital Management
Maryland
– – -6 Closed
IMC Chicago
1025
IMC Chicago
Illinois
– – – –
38 39 40
41
42