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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
757
Holders Change
+109
Holders Change %
+16.82%
% 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
0.54%
New
141
Increased
230
Reduced
277
Closed
26
Calls
$895M
Puts
$2.45B
Net Calls
-$1.55B
Net Calls Change
-$316M

Top Buyers

1
CG
Carmignac Gestion
France
+$224M
2
JIM
Jupiter Investment Management
United Kingdom
+$102M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$98.6M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$93.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$91.2M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
-$2.4B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$515M
4
Goldman Sachs
Goldman Sachs
New York
-$398M
5
CCI
Columbus Circle Investors
-$241M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$272M +$50.3M +402,237 +22%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$254M +$17.2M +137,094 +7%
Franklin Resources
28
Franklin Resources
California
$243M +$54.6M +436,029 +28%
CG
29
Carmignac Gestion
France
$218M +$224M +1,791,027 New
Legal & General Group
30
Legal & General Group
United Kingdom
$212M -$5.74M -45,873 -3%
Swiss National Bank
31
Swiss National Bank
Switzerland
$197M -$32.5M -259,500 -14%
TA
32
Teachers Advisors
New York
$185M -$2.95M -23,610 -2%
Wells Fargo
33
Wells Fargo
California
$179M -$7.42M -59,313 -4%
JIM
34
Jupiter Investment Management
United Kingdom
$161M +$102M +814,938 +159%
CS
35
Credit Suisse
Switzerland
$155M +$20.3M +162,054 +15%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$154M +$18.3M +146,565 +13%
UBS AM
37
UBS AM
Illinois
$154M -$4.22M -33,720 -3%
DGI
38
Disciplined Growth Investors
Minnesota
$153M -$706K -5,640 -0.4%
Charles Schwab
39
Charles Schwab
California
$141M +$6.53M +52,191 +5%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$141M -$4M -31,995 -3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$137M +$9.69M +77,400 +7%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$129M +$93.7M +748,362 +241%
PI
43
Putnam Investments
Massachusetts
$119M -$82.6M -660,189 -40%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$115M -$205M -1,638,825 -64%
PPA
45
Parametric Portfolio Associates
Washington
$114M +$233K +1,860 +0.2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$112M +$11.5M +91,770 +11%
GXMC
47
Global X Management Company
New York
$112M +$63.8M +510,138 +125%
DDC
48
DF Dent & Co
Maryland
$111M -$33.5M -267,975 -23%
APG Asset Management
49
APG Asset Management
Netherlands
$110M +$38.6M +308,679 +39%
A
50
AustralianSuper
Australia
$107M +$10.2M +81,888 +10%
1
2
3 4 5

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.