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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.

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 %
HCMT
526
Highland Capital Management (Tennessee)
Tennessee
$455K +$455K +3,741 New
I
527
IberiaBank
Louisiana
$452K -$1.91M -15,606 -81%
TIM
528
Tortoise Investment Management
New York
$452K +$6.57K +54 +1%
AFC
529
AFT Forsyth & Company
Florida
$447K +$447K +3,672 New
Baird Financial Group
530
Baird Financial Group
Wisconsin
$441K +$16.4K +135 +4%
OMCS
531
Old Mutual Customised Solutions
South Africa
$440K – – –
LNC
532
Lincoln National Corp
Pennsylvania
$440K +$231K +1,899 +110%
WCM
533
Weik Capital Management
Pennsylvania
$423K +$423K +3,480 New
ACI
534
Alpha Cubed Investments
California
$416K -$41.6K -342 -9%
VAM
535
Visionary Asset Management
Texas
$416K +$416K +3,423 New
HAG
536
HighPoint Advisor Group
Illinois
$413K -$710K -5,304 -63%
WSTAM
537
Wilbanks Smith & Thomas Asset Management
Virginia
$406K +$1.09K +9 +0.3%
TSS
538
Two Sigma Securities
New York
$406K +$406K +3,339 New
BBNB
539
Baker Boyer National Bank
Washington
$403K – – –
QAM
540
Quantres Asset Management
Cayman Islands
$401K +$401K +3,300 New
WP
541
WMS Partners
Maryland
$398K +$398K +3,270 New
EIA
542
Edgemoor Investment Advisors
Maryland
$392K – – –
WPC
543
Waters Parkerson & Co
Louisiana
$383K +$43.8K +360 +13%
NL
544
NVWM LLC
Pennsylvania
$382K +$382K +3,141 New
CSIC
545
Clifford Swan Investment Counsel
California
$378K – – –
WSFS
546
Wilmington Savings Fund Society
Delaware
$378K +$137K +1,125 +57%
OWA
547
One Wealth Advisors
California
$370K +$370K +3,042 New
BCM
548
Bayesian Capital Management
New York
$368K +$368K +3,024 New
AFG
549
Albion Financial Group
Utah
$367K – – –
SF
550
Synovus Financial
Georgia
$362K +$111K +912 +44%
20 21
22
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