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Intuitive Surgical

648 hedge funds and large institutions have $36.1B invested in Intuitive Surgical in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 219 increasing their positions, 232 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 40

27.2% more ownership

Funds ownership: 868.5%895.7% (+27%)

9% more capital invested

Capital invested by funds: $33.2B → $36.1B (+$2.9B)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

2% more funds holding

Funds holding: 635648 (+13)

6% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 232

60% less call options, than puts

Call options by funds: $822M | Put options by funds: $2.06B

Holders
648
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
16.16%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.62%
New
61
Increased
219
Reduced
232
Closed
40
Calls
$822M
Puts
$2.06B
Net Calls
-$1.23B
Net Calls Change
-$442M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
376
Edgestream Partners
New Jersey
$1.19M +$623K +5,715 +126%
PWM
377
Perigon Wealth Management
California
$1.16M -$981K -9,000 -47%
CIP
378
Chartwell Investment Partners
Pennsylvania
$1.14M +$41.2K +378 +4%
JIC
379
Johnson Investment Counsel
Ohio
$1.13M +$2.94K +27 +0.3%
WAS
380
WESPAC Advisors SoCal
California
$1.1M -$14.7K -135 -1%
RHBC
381
R.H. Bluestein & Co
Michigan
$1.1M -$31M -284,310 -97%
II
382
IFM Investors
Australia
$1.09M +$981 +9 +0.1%
FCBT
383
First Citizens Bank & Trust
North Carolina
$1.08M -$12.7K -117 -1%
B
384
Barings
North Carolina
$1.08M
CI
385
Cavalier Investments
Georgia
$1.08M +$343K +3,150 +51%
CNBT
386
Canandaigua National Bank & Trust
New York
$1.07M -$60.8K -558 -6%
FFA
387
First Foundation Advisors
California
$1.07M +$1M +9,189 New
IRF
388
IBM Retirement Fund
New York
$1.06M +$21.6K +198 +2%
TNAM
389
Terra Nova Asset Management
New York
$1.06M -$4.9K -45 -0.5%
EOJOAM
390
E. Ohman J:or Asset Management
Sweden
$1.06M +$9.81K +90 +1%
PCMI
391
Paradigm Capital Management Inc
New York
$1.05M
RIL
392
Rothschild Investment LLC
Illinois
$1.03M
KRSITF
393
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.02M -$34.3K -315 -3%
ID
394
Integral Derivatives
New York
$1.01M +$948K +8,703 New
WDA
395
Wendell David Associates
New Hampshire
$1.01M
MERSOM
396
Municipal Employees' Retirement System of Michigan
Michigan
$1M -$275K -2,520 -23%
WTC
397
WhitTier Trust Company
Nevada
$1M
CC
398
ClearArc Capital
Ohio
$978K +$14.7K +135 +2%
CBOA
399
Commonwealth Bank of Australia
Australia
$959K -$981 -9 -0.1%
LFAS
400
Level Four Advisory Services
Texas
$947K +$377K +3,456 +74%