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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
CS
126
Candriam SCA
Luxembourg
$22.7M -$2.23M -17,850 -9%
TG
127
TCW Group
California
$22.5M -$5.08M -40,566 -18%
Aviva
128
Aviva
United Kingdom
$22.4M -$3.57M -28,512 -13%
AAF
129
Andra AP-fonden
Sweden
$22M -$1.98M -15,861 -8%
VMPIC
130
Varma Mutual Pension Insurance Co
Finland
$21.9M +$22.5M +180,000 New
CWM
131
CIBC World Markets
New York
$20.9M +$11.9M +94,995 +124%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$20.2M -$3.61M -28,881 -15%
TAM
133
Tyers Asset Management
Texas
$20M -$1.16M -9,306 -5%
Canada Pension Plan Investment Board
134
Canada Pension Plan Investment Board
Ontario, Canada
$19.9M +$18.2M +145,500 +795%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$19.8M +$12.4K +99 +0.1%
CC
136
Cadinha & Co
Hawaii
$19.1M -$522K -4,170 -3%
TAM
137
Tiverton Asset Management
Delaware
$19.1M -$1.59M -12,687 -7%
HVIA
138
Hudson Valley Investment Advisors
New York
$19M +$1.13K +9 +0%
AAMU
139
Amundi Asset Management US
Massachusetts
$18.8M +$19.4M +154,833 New
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$18.5M +$8.01M +64,023 +73%
Wolverine Trading
141
Wolverine Trading
Illinois
$18.2M -$2.01M -16,038 -10%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$18.1M +$153K +1,221 +0.8%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$17.6M +$2.21M +17,622 +14%
PCM
144
Peregrine Capital Management
Minnesota
$17.1M – – –
GES
145
GO ETF Solutions
United Kingdom
$17M +$4.15M +33,165 +31%
Credit Agricole
146
Credit Agricole
France
$16.8M -$16.9M -134,832 -49%
WC
147
Woodstock Corp
Massachusetts
$16.8M -$197K -1,572 -1%
ASRS
148
Arizona State Retirement System
Arizona
$16.5M +$702K +5,607 +4%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$16.4M +$1.85M +14,793 +12%
PAM
150
Panagora Asset Management
Massachusetts
$16.3M +$14.9M +119,301 +797%
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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.