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Intuitive Surgical
ISRG

Overview Fund Activity

756 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, 276 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+109
Holders Change %
+16.85%
% of All Funds
17.17%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.55%
New
141
Increased
230
Reduced
276
Closed
26
Calls
$895M
Puts
$2.45B
Net Calls
-$1.55B
Net Calls Change
-$316M

Top Buyers

1
CG
Carmignac Gestion
France
$218M
2
JIM
Jupiter Investment Management
United Kingdom
$161M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.92B
4
HSBC Holdings
HSBC Holdings
United Kingdom
$129M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$90M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
$844M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.17B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.22B
4
Goldman Sachs
Goldman Sachs
New York
$304M
5
CCI
Columbus Circle Investors
$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
451
Chartwell Investment Partners
Pennsylvania
$868K -$324K -2,667 -27%
PVAM
452
Pacific View Asset Management
California
$858K +$858K +7,053 New
NIT
453
NumerixS Investment Technologies
British Columbia, Canada
$839K +$839K +6,900 New
Truist Financial
454
Truist Financial
North Carolina
$826K +$72.6K +597 +10%
QSS
455
Quantitative Systematic Strategies
Florida
$825K -$655K -5,391 -44%
PNC
456
Park National Corp
Ohio
$821K – – –
CA
457
Calton & Associates
Florida
$816K +$816K +5,574 New
LWCFA
458
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$813K – – –
DAS
459
Dynamic Advisor Solutions
Arizona
$811K -$97.5K -801 -11%
ZCA
460
Zeke Capital Advisors
Pennsylvania
$806K +$20.8K +171 +3%
BOTW
461
Bank of the West
California
$797K -$82.1K -675 -9%
FBT
462
First Bank & Trust
South Dakota
$796K -$20.4K -168 -3%
VIA
463
Virtus Investment Advisers
Connecticut
$788K -$64.3K -528 -8%
GT
464
Greenleaf Trust
Michigan
$787K +$71.1K +585 +10%
TH
465
Timber Hill
Connecticut
$786K +$27.7K +228 +4%
CA
466
Cetera Advisors
Colorado
$783K -$60.3K -495 -7%
SPC
467
Sigma Planning Corp
Michigan
$770K +$89K +732 +13%
RIL
468
Rothschild Investment LLC
Illinois
$766K -$317K -2,610 -29%
SI
469
Shaker Investments
Ohio
$766K – – –
Federated Hermes
470
Federated Hermes
Pennsylvania
$757K -$19.3K -159 -2%
GCP
471
GSA Capital Partners
United Kingdom
$749K +$749K +6,159 New
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$734K +$443K +3,639 +152%
GG
473
Gofen & Glossberg
Illinois
$712K +$25.2K +207 +4%
OMC
474
Old Mission Capital
Illinois
$711K +$711K +5,847 New
IIC
475
Ironwood Investment Counsel
Arizona
$710K +$12.8K +105 +2%
17 18
19
20 21