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

Top Sellers

1
Edgewood Management
1
Edgewood Management
Connecticut
$844M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.17B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.22B
4
Goldman Sachs
4
Goldman Sachs
New York
$304M
5
CCI
5
Columbus Circle Investors
$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
476
Whitener Capital Management
North Carolina
$701K +$701K +5,763 New
First Manhattan
477
First Manhattan
New York
$696K +$619K +5,094 +809%
TRCT
478
Tower Research Capital (TRC)
New York
$688K +$633K +5,205 +1,157%
SSWM
479
Smith Salley Wealth Management
North Carolina
$680K -$13.1K -108 -2%
FG
480
Fiduciary Group
Georgia
$679K – – –
WJA
481
Williams Jones & Associates
New York
$672K +$15.3K +126 +2%
BFC
482
Bedel Financial Consulting
Indiana
$671K +$671K +5,514 New
MCM
483
McRae Capital Management
New Jersey
$668K – – –
CB
484
Commerce Bank
Missouri
$662K -$84K -690 -11%
BA
485
Birinyi Associates
Connecticut
$657K +$657K +5,400 New
UC
486
Unio Capital
New Jersey
$651K +$651K +5,352 New
AI
487
Atria Investments
North Carolina
$648K -$23.7K -195 -4%
MF
488
Magnetar Financial
Illinois
$636K +$636K +5,229 New
Bessemer Group
489
Bessemer Group
New Jersey
$635K -$263K -2,166 -29%
FCBT
490
First Citizens Bank & Trust
North Carolina
$631K -$503K -4,134 -44%
MC
491
Menta Capital
California
$631K +$631K +5,187 New
LS
492
Livforsakringsbolaget Skandia
Sweden
$630K -$146K -1,200 -19%
HCM
493
Hollencrest Capital Management
California
$630K – – –
CAMG
494
CWA Asset Management Group
Florida
$627K +$235K +1,935 +60%
SAMC
495
Spectrum Asset Management (California)
California
$623K -$3.65K -30 -0.6%
CAAS
496
Capital Asset Advisory Services
Michigan
$605K – – –
EDRH
497
Edmond de Rothschild Holding
Switzerland
$599K +$588K +4,830 +5,367%
HCM
498
Howland Capital Management
Massachusetts
$597K – – –
GD
499
Grandfield & Dodd
New York
$588K – – –
FTIOP
500
Fiduciary Trust International of Pennsylvania
Pennsylvania
$586K – – –
18 19
20
21 22