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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
STA
626
Summit Trail Advisors
New York
$185K +$162K +1,296 New
PA
627
Parallel Advisors
California
$181K -$344K -2,745 -65%
NIM
628
NuWave Investment Management
New Jersey
$177K +$182K +1,452 New
CFN
629
Cordasco Financial Network
Florida
$175K – – –
IA
630
IFP Advisors
Florida
$172K -$78.8K -630 -31%
PAM
631
Paradigm Asset Management
New York
$164K -$56.3K -450 -25%
AIM
632
Acropolis Investment Management
Missouri
$164K – – –
Fifth Third Bancorp
633
Fifth Third Bancorp
Ohio
$153K +$78.8K +630 +100%
EA
634
Edge Advisors
Georgia
$150K +$3.38K +27 +2%
FANJ
635
Financial Architects (New Jersey)
New Jersey
$148K -$41.3K -330 -21%
FPS
636
Fieldpoint Private Securities
Connecticut
$146K +$150K +1,200 New
CTC
637
Central Trust Company
Missouri
$141K +$45.1K +360 +45%
GLI
638
Guardian Life Insurance
New York
$132K +$41.3K +330 +44%
ACPU
639
Arrowgrass Capital Partners (US)
Delaware
$128K -$240K -1,917 -65%
C
640
Cerebellum
California
$127K +$130K +1,041 New
GWM
641
Geneos Wealth Management
Colorado
$126K -$375 -3 -0.3%
MFBTD
642
MB Financial Bank - Trust Department
Illinois
$126K – – –
TFS
643
TrustCore Financial Services
Tennessee
$125K +$128K +1,026 New
SMG
644
Spectrum Management Group
Indiana
$109K -$20.3K -162 -15%
ANBT
645
American National Bank & Trust
Texas
$109K – – –
Carson Wealth (CWM LLC)
646
Carson Wealth (CWM LLC)
Nebraska
$104K – – –
BTIS
647
BB&T Investment Services
North Carolina
$96K -$9.01K -72 -8%
MOS
648
MGO One Seven
Ohio
$94K +$96.5K +771 New
NEI
649
Northwest & Ethical Investments
Ontario, Canada
$92K – – –
SLF
650
Sun Life Financial
Ontario, Canada
$89K -$217K -1,731 -70%
24 25
26
27 28

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.