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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
EMG
651
ETF Managers Group
New Jersey
$88K +$11.3K +90 +15%
HI
652
Hudock Inc
Pennsylvania
$82K – – –
SSB
653
Sandy Spring Bank
Maryland
$80K +$1.13K +9 +1%
TWA
654
TCI Wealth Advisors
Arizona
$77K – – –
AOWM
655
Alpha Omega Wealth Management
Virginia
$73K -$9.39K -75 -11%
VFA
656
Valeo Financial Advisors
Indiana
$73K +$3.38K +27 +5%
WEC
657
Winslow Evans & Crocker
Massachusetts
$70.8K +$12K +96 +20%
FPFS
658
First Personal Financial Services
North Carolina
$66K +$21.8K +174 +47%
SPI
659
Santori & Peters Inc
Pennsylvania
$64K +$61.6K +492 New
VCM
660
Versant Capital Management
Arizona
$60K – – –
AIL
661
AGF Investments LLC
Ontario, Canada
$58K +$1.88K +15 +3%
PHK
662
Point72 Hong Kong
Hong Kong
$57K +$58.6K +468 New
AWM
663
Avior Wealth Management
Nebraska
$55K – – –
QAM
664
QCI Asset Management
New York
$55K – – –
KLWA
665
Kelly Lawrence W & Associates
California
$53K – – –
AIM
666
Advantage Investment Management
Iowa
$48K -$21.4K -171 -30%
CPIG
667
Chicago Partners Investment Group
Illinois
$48K – – –
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$47.1K +$22.5K +180 +87%
TSW
669
Thompson Siegel & Walmsley
Virginia
$44K – – –
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$42K +$2.25K +18 +6%
KA
671
Kaizen Advisory
Illinois
$40K +$40.9K +327 New
WOC
672
West Oak Capital
California
$39.4K – – –
PAI
673
Pittenger & Anderson Inc
Nebraska
$38K – – –
BCP
674
Blackhawk Capital Partners
Wisconsin
$38K +$39.4K +315 New
KPCM
675
Kings Point Capital Management
New York
$37K – – –
25 26
27
28 29

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.