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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
LFA
751
Legacy Financial Advisors
Kentucky
$2K +$3K +24 New
MGIA
752
Moneta Group Investment Advisors
Missouri
$1K +$751 +6 New
AF
753
Allworth Financial
California
$1K +$1.13K +9 New
JWA
754
JFS Wealth Advisors
Pennsylvania
$1K +$1.13K +9 New
MPPLM
755
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1K +$1.13K +9 New
PCG
756
Private Capital Group
Connecticut
$319 +$185K +1,479 New
Voloridge Investment Management
757
Voloridge Investment Management
Florida
– -$47.9M -412,470 Closed
Point72 Asset Management
758
Point72 Asset Management
Connecticut
– -$24.3M -208,800 Closed
SD
759
Sumway Development
China
– -$13.9M -119,205 Closed
DCP
760
DSM Capital Partners
Florida
– -$13.1M -112,932 Closed
NFA
761
Nationwide Fund Advisors
Ohio
– -$10.9M -93,933 Closed
AIM
762
Artemis Investment Management
United Kingdom
– -$8M -68,841 Closed
Capital Fund Management (CFM)
763
Capital Fund Management (CFM)
France
– -$8.46M -67,626 Closed
LCP
764
LGT Capital Partners
Switzerland
– -$7.37M -63,414 Closed
NIMI
765
Natixis Investment Managers International
France
– -$4.75M -40,860 Closed
MWNA
766
Marshall Wace North America
New York
– -$4.29M -36,936 Closed
JAM
767
JW Asset Management
Florida
– -$2.09M -18,000 Closed
NLI
768
Nippon Life Insurance
Japan
– -$1.7M -14,625 Closed
KI
769
Koch Industries
Kansas
– -$1.23M -10,575 Closed
TI
770
Turner Investments
Pennsylvania
– -$575K -4,950 Closed
CFA
771
Cahill Financial Advisors
Minnesota
– -$367K -3,150 Closed
CCG
772
Cypress Capital Group
Florida
– -$335K -2,880 Closed
AGM
773
Alpine Global Management
New York
– -$288K -2,475 Closed
FWM
774
Frontier Wealth Management
Missouri
– -$264K -2,268 Closed
CICI
775
Capital Investment Counsel Inc
North Carolina
– -$209K -1,800 Closed
28 29 30
31
32

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.