We are live on ! Find out more
ISRG icon

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
Jane Street
176
Jane Street
New York
$12.1M +$7.68M +61,371 +160%
SOMRS
177
State of Michigan Retirement System
Michigan
$12M -$451K -3,600 -4%
BIM
178
Bridgecreek Investment Management
Oklahoma
$11.7M -$261K -2,085 -2%
FAF
179
Fjarde Ap-fonden
Sweden
$11.7M +$2.19M +17,538 +22%
Mitsubishi UFJ Asset Management
180
Mitsubishi UFJ Asset Management
Japan
$11.4M +$3.42M +27,339 +44%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$11.2M -$131K -1,044 -1%
TPSF
182
Texas Permanent School Fund
Texas
$11.2M -$154K -1,227 -1%
AC
183
Ascend Capital
California
$11.1M +$11.4M +90,840 New
SAM
184
Shell Asset Management
Netherlands
$11M +$38.7K +309 +0.3%
WC
185
Westwind Capital
New Mexico
$10.9M +$11.2M +89,289 New
KBC Group
186
KBC Group
Belgium
$10.5M +$4.26M +34,029 +65%
DILIC
187
Dai-ichi Life Insurance Company
Japan
$10.5M -$78.8K -630 -0.7%
OTPPB
188
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.4M +$122K +972 +1%
State Farm Mutual Automobile Insurance
189
State Farm Mutual Automobile Insurance
Illinois
$10.4M – – –
Stifel Financial
190
Stifel Financial
Missouri
$10.4M -$3.13M -25,044 -23%
BAMCO Inc
191
BAMCO Inc
New York
$10.1M -$498K -3,978 -5%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$10.1M +$323K +2,577 +3%
MAM
193
Marketfield Asset Management
New York
$9.91M -$792K -6,327 -7%
MC
194
Maverick Capital
Texas
$9.86M +$3.95M +31,551 +64%
M&T Bank
195
M&T Bank
New York
$9.71M -$11.3K -90 -0.1%
PAM
196
Premier Asset Management
Illinois
$9.62M -$606K -4,845 -6%
PIA
197
Piedmont Investment Advisors
North Carolina
$9.36M +$91.6K +732 +1%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$9.35M +$2.65M +21,195 +38%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$9.33M +$63.8K +510 +0.7%
WG
200
Winton Group
United Kingdom
$9.3M +$3.72M +29,697 +63%
6 7
8
9 10

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.