Intuitive Surgical
ISRG
757 hedge funds and large institutions have $36.3B invested in Intuitive Surgical in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 230 increasing their positions, 277 reducing their positions, and 26 closing their positions.
442% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 26
17% more funds holding
Funds holding: 648 → 757 (+109)
0% more capital invested
Capital invested by funds: $36.1B → $36.3B (+$121M)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
17% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 277
63% less call options, than puts
Call options by funds: $895M | Put options by funds: $2.45B
629.38% less ownership
Funds ownership: 895.7% → 266.33% (-629%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
+$224M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$102M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$98.6M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$93.7M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$91.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$2.4B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$564M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$515M |
| 4 |
Goldman Sachs
New York
|
-$398M |
| 5 |
CCI
Columbus Circle Investors
|
-$241M |
ISRG Hedge Fund Activity: Q4 2017 in Review
757 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2017, worth a combined $36.3B — up 0.34% from $36.1B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new ISRG positions and 26 closed out — a net gain of 115 holders — while 230 added to existing stakes and 277 trimmed.
The largest buyer was Carmignac Gestion, opening a new position worth an estimated $224M. The largest seller was Edgewood Management, cutting an estimated $2.4B.
- 757 institutional investors held Intuitive Surgical (ISRG) as of Q4 2017, up from 648 in Q3 2017.
- Funds reported $36.3B of Intuitive Surgical stock for Q4 2017, up 0.34% quarter-over-quarter.
- 141 funds opened new Intuitive Surgical positions in Q4 2017 and 26 closed out, a net change of +115 holders.
- The largest Intuitive Surgical buyer in Q4 2017 was Carmignac Gestion, an estimated $224M added.
- The largest Intuitive Surgical seller in Q4 2017 was Edgewood Management, an estimated $2.4B sold.
Based on aggregated 13F filings for Q4 2017.