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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
AA
676
AlphaMark Advisors
Kentucky
$36K -$22.5K -180 -38%
UOTTAIMCU
677
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$35K +$36K +288 New
HS
678
Horan Securities
United States
$34K -$3.75K -30 -11%
GBBWRPM
679
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K – – –
NSIM
680
North Star Investment Management
Illinois
$33K – – –
VIA
681
Vantage Investment Advisors
Pennsylvania
$33K +$6.01K +48 +21%
THWM
682
Taylor Hoffman Wealth Management
Virginia
$33K +$33.8K +270 New
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$37.2K -297 -55%
CAW
684
Cornerstone Advisors (Washington)
Washington
$30K – – –
DSN
685
D. Scott Neal
Kentucky
$30K – – –
RE
686
RBC Europe
United Kingdom
$29.6K – – –
JCM
687
Jacobi Capital Management
Pennsylvania
$29K -$56.3K -450 -67%
PCP
688
Proficio Capital Partners
Massachusetts
$29K +$1.88K +15 +7%
AF
689
Advisornet Financial
Minnesota
$28K +$29.3K +234 New
WPA
690
West Paces Advisors
Georgia
$27.7K -$7.51K -60 -21%
CTA
691
Carillon Tower Advisers
Florida
$27K +$27.8M +221,961 New
HFP
692
Holistic Financial Partners
Indiana
$27K +$28.2K +225 New
SFSIG
693
San Francisco Sentry Investment Group
California
$26K – – –
QCG
694
Quadrant Capital Group
Ohio
$26K +$375 +3 +1%
IWM
695
IHT Wealth Management
Illinois
$25K -$33.8K -270 -59%
IWP
696
Icon Wealth Partners
Texas
$25K +$25.5K +204 New
CCM
697
Cribstone Capital Management
Maine
$24K +$751 +6 +3%
PWM
698
Perigon Wealth Management
California
$23K -$1.23M -9,810 -98%
SHJ
699
Sharkey, Howes & Javer
Colorado
$22K -$45.1K -360 -67%
SPIA
700
Steward Partners Investment Advisory
New York
$22K – – –
26 27
28
29 30

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.