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Intuitive Surgical
ISRG

898 hedge funds and large institutions have $56B invested in Intuitive Surgical in 2018 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 312 increasing their positions, 318 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 47

20% more capital invested

Capital invested by funds: $46.7B → $56B (+$9.33B)

16% more funds holding in top 10

Funds holding in top 10: 31 → 36 (+5)

5% more funds holding

Funds holding: 857 → 898 (+41)

2% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 318

2.08% less ownership

Funds ownership: 259.05% → 256.98% (-2.1%)

60% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $3B

Holders
898
Holders Change
+41
Holders Change %
+4.78%
% of All Funds
20.53%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.82%
New
94
Increased
312
Reduced
318
Closed
47
Calls
$1.18B
Puts
$3B
Net Calls
-$1.81B
Net Calls Change
-$304M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$828M
2
Jennison Associates
Jennison Associates
New York
+$654M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$163M
4
State Street
State Street
Massachusetts
+$105M
5
Capital World Investors
Capital World Investors
California
+$100M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$262M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
3
American Century Companies
American Century Companies
Missouri
-$186M
4
Lazard Asset Management
Lazard Asset Management
New York
-$161M
5
JIM
Jupiter Investment Management
United Kingdom
-$139M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
851
Blume Capital Management
California
$17K – – –
CWM
852
Catamount Wealth Management
Connecticut
$17K – – –
EFSCE
853
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
CFD
854
Creative Financial Designs
Indiana
$17K +$16K +90 New
ACS
855
Archford Capital Strategies
Illinois
$16K – – –
ST
856
Smithfield Trust
Pennsylvania
$16K – – –
CAC
857
Certified Advisory Corp
Florida
$15K – – –
BAMG
858
Brand Asset Management Group
Missouri
$15K +$13.9K +78 New
VRM
859
Vectors Research Management
New York
$15K +$16K +90 New
AIM
860
Advantage Investment Management
Iowa
$14K -$55.4K -312 -81%
ACA
861
Atlas Capital Advisors
Wyoming
$13.5K – – –
CAGAS
862
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
EDRH
863
Edmond de Rothschild Holding
Switzerland
$13K – – –
RFWA
864
RPg Family Wealth Advisory
Massachusetts
$12.1K – – –
FGAM
865
Financial Gravity Asset Management
Texas
$12K – – –
MCM
866
MV Capital Management
Maryland
$11K – – –
RWA
867
River Wealth Advisors
Pennsylvania
$11K – – –
SAM
868
Shamrock Asset Management
Texas
$11K +$10.7K +60 New
CFG
869
Citizens Financial Group
Rhode Island
$10K – – –
FHA
870
First Horizon Advisors
Tennessee
$10K – – –
MWM
871
MinichMacGregor Wealth Management
New York
$10K – – –
TCM
872
Tradewinds Capital Management
Washington
$10K – – –
IP
873
Intellectus Partners
California
$9K – – –
KL
874
KWMG LLC
Kansas
$9K – – –
CBT
875
Capital Bank & Trust
California
$9K +$7.99K +45 New
33 34
35
36 37

ISRG Hedge Fund Activity: Q3 2018 in Review

898 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2018, worth a combined $56B — up 20% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ISRG positions and 47 closed out — a net gain of 47 holders — while 312 added to existing stakes and 318 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $828M. The largest seller was Renaissance Technologies, cutting an estimated $262M.

  • 898 institutional investors held Intuitive Surgical (ISRG) as of Q3 2018, up from 857 in Q2 2018.
  • Funds reported $56B of Intuitive Surgical stock for Q3 2018, up 20% quarter-over-quarter.
  • 94 funds opened new Intuitive Surgical positions in Q3 2018 and 47 closed out, a net change of +47 holders.
  • The largest Intuitive Surgical buyer in Q3 2018 was Morgan Stanley, an estimated $828M added.
  • The largest Intuitive Surgical seller in Q3 2018 was Renaissance Technologies, an estimated $262M sold.

Based on aggregated 13F filings for Q3 2018.