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Intuitive Surgical

564 hedge funds and large institutions have $21.4B invested in Intuitive Surgical in 2016 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 40

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 171

8% more funds holding

Funds holding: 522564 (+42)

3% more capital invested

Capital invested by funds: $20.9B → $21.4B (+$531M)

1% more call options, than puts

Call options by funds: $441M | Put options by funds: $439M

Holders
564
Holders Change
+42
Holders Change %
+8.05%
% of All Funds
15.03%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
86
Increased
198
Reduced
171
Closed
40
Calls
$441M
Puts
$439M
Net Calls
+$2.3M
Net Calls Change
+$149M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.36B -$427M -6,894,018 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.35B +$34.3M +553,140 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.14B +$780M +12,591,729 +281%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.1B -$61.8M -997,452 -6%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$983M -$364M -5,876,694 -29%
State Street
6
State Street
Massachusetts
$884M -$14.9M -240,129 -2%
Morgan Stanley
7
Morgan Stanley
New York
$794M -$51.4M -829,251 -7%
AllianceBernstein
8
AllianceBernstein
Tennessee
$623M -$55.7M -898,425 -9%
BIT
9
BlackRock Institutional Trust
California
$577M +$12.4M +199,422 +2%
Brown Advisory
10
Brown Advisory
Maryland
$574M -$55.3M -892,296 -9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$518M -$129M -2,079,783 -21%
Capital World Investors
12
Capital World Investors
California
$441M +$57.7M +931,032 +16%
BFA
13
BlackRock Fund Advisors
California
$402M +$1.07M +17,298 +0.3%
Edgewood Management
14
Edgewood Management
Connecticut
$387M +$21.3M +343,917 +6%
TCIM
15
TIAA CREF Investment Management
New York
$313M +$66.2M +1,068,642 +30%
Northern Trust
16
Northern Trust
Illinois
$283M +$1.66M +26,811 +0.6%
Winslow Capital Management
17
Winslow Capital Management
Minnesota
$277M +$257M +4,154,706 New
Wells Fargo
18
Wells Fargo
California
$254M +$98.4M +1,588,284 +72%
American Century Companies
19
American Century Companies
Missouri
$248M -$32.6M -526,572 -12%
Invesco
20
Invesco
Georgia
$205M +$1.78M +28,737 +0.9%
JP Morgan Chase
21
JP Morgan Chase
New York
$198M +$159M +2,569,410 +644%
UBS AM
22
UBS AM
Illinois
$197M -$58.7M -946,629 -24%
WRF
23
Waddell & Reed Financial
Kansas
$189M -$54.9M -886,473 -24%
BG
24
BlackRock Group
United Kingdom
$178M +$12.3M +198,792 +8%
Citadel Advisors
25
Citadel Advisors
Florida
$175M +$26.8M +432,900 +20%