ISRG icon

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 %
WTB
1001
Washington Trust Bank
Washington
– – -114 Closed
MNBTD
1002
Moody National Bank Trust Division
Texas
– – -107 Closed
BWA
1003
BDO Wealth Advisors
Florida
– – -100 Closed
NSIM
1004
North Star Investment Management
Illinois
– – -90 Closed
FC
1005
Ferris Capital
Massachusetts
– – -66 Closed
AA
1006
Advisory Alpha
Michigan
– – -64 Closed
SHIM
1007
Stone House Investment Management
Pennsylvania
– – -54 Closed
IWP
1008
Icon Wealth Partners
Texas
– – -46 Closed
AIA
1009
Alera Investment Advisors
Illinois
– – -43 Closed
LFA
1010
Legacy Financial Advisors
Kentucky
– – -40 Closed
VEA
1011
Virtus ETF Advisers
New York
– – -32 Closed
CFD
1012
Creative Financial Designs
Indiana
– – -30 Closed
CAC
1013
Certified Advisory Corp
Florida
– – -26 Closed
FGAM
1014
Financial Gravity Asset Management
Texas
– – -25 Closed
CHP
1015
Cable Hill Partners
Oregon
– – -17 Closed
KL
1016
KWMG LLC
Kansas
– – -15 Closed
BAMG
1017
Brand Asset Management Group
Missouri
– – -15 Closed
IP
1018
Intellectus Partners
California
– – -15 Closed
MSA
1019
Marino Stram & Associates
Massachusetts
– – -12 Closed
MAM
1020
Marquette Asset Management
Minnesota
– – -9 Closed
PFP
1021
Pinnacle Financial Partners
Tennessee
– – -6 Closed
OFW
1022
Omnia Family Wealth
Florida
– – -6 Closed
CCMW
1023
Cypress Capital Management (Wyoming)
Wyoming
– – -4 Closed
ST
1024
Sageworth Trust
Pennsylvania
– – -4 Closed
MC
1025
Machina Capital
France
– – -1 Closed
38 39 40
41
42