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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 %
SHGA
501
Sand Hill Global Advisors
California
$585K – – –
OAM
502
Oak Asset Management
California
$581K +$581K +4,773 New
Acadian Asset Management
503
Acadian Asset Management
Massachusetts
$575K -$5.96M -48,960 -91%
AA
504
ALPS Advisors
Colorado
$572K +$6.2K +51 +1%
DS
505
DRW Securities
Illinois
$569K +$569K +4,680 New
ZIC
506
ZWJ Investment Counsel
Georgia
$557K – – –
CPIM
507
Columbia Partners Investment Management
Virginia
$556K – – –
FIM
508
Freedom Investment Management
Connecticut
$555K +$108K +885 +24%
DWA
509
Douglass Winthrop Advisors
New York
$547K – – –
CIC
510
Chilton Investment Company
Connecticut
$547K – – –
EAMA
511
EFG Asset Management (Americas)
Florida
$535K +$535K +4,395 New
BA
512
BKS Advisors
Michigan
$520K – – –
6M
513
6 Meridian
Kansas
$517K +$517K +4,254 New
FMLI
514
Fukoku Mutual Life Insurance
Japan
$507K – – –
RIM
515
Rampart Investment Management
Connecticut
$497K -$52.5K -432 -10%
CBU
516
CIBC Bank USA
Illinois
$494K -$19K -156 -4%
CCA
517
Checchi Capital Advisers
California
$494K +$64.6K +531 +15%
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$488K +$40.9K +336 +9%
TCOV
519
Trust Company of Vermont
Vermont
$486K +$25.5K +210 +6%
LOAME
520
Lombard Odier Asset Management (Europe)
United Kingdom
$482K -$35.1K -288 -7%
PWP
521
Private Wealth Partners
California
$480K +$480K +3,942 New
NPF
522
Norris Perne & French
Michigan
$474K +$91.2K +750 +24%
IFAM
523
Institutional & Family Asset Management
Colorado
$471K – – –
WF
524
Welch & Forbes
Massachusetts
$466K – – –
WAM
525
Wealthspire Advisors (Maryland)
Maryland
$458K +$44.5K +366 +11%
19 20
21
22 23