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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.22B -$515M -4,117,878 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.92B +$98.6M +787,833 +3%
BlackRock
3
BlackRock
New York
$2.9B -$27.4M -218,553 -0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.17B -$564M -4,508,949 -20%
State Street
5
State Street
Massachusetts
$1.7B +$22.9M +182,700 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.33B -$152M -1,215,150 -10%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$1.15B -$86.2M -688,740 -7%
Capital World Investors
8
Capital World Investors
California
$1.02B -$36.3M -289,992 -3%
Edgewood Management
9
Edgewood Management
Connecticut
$844M -$2.4B -19,145,223 -73%
JP Morgan Chase
10
JP Morgan Chase
New York
$835M -$74.6M -595,701 -8%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$687M +$48.1M +384,723 +7%
AllianceBernstein
12
AllianceBernstein
Tennessee
$618M -$56.3M -449,727 -8%
Renaissance Technologies
13
Renaissance Technologies
New York
$526M +$58.1M +464,400 +12%
Morgan Stanley
14
Morgan Stanley
New York
$526M -$84.4M -674,469 -14%
American Century Companies
15
American Century Companies
Missouri
$521M -$77.3M -617,793 -13%
Northern Trust
16
Northern Trust
Illinois
$500M -$208M -1,663,761 -29%
Brown Advisory
17
Brown Advisory
Maryland
$498M -$47.9M -382,479 -9%
Invesco
18
Invesco
Georgia
$497M +$30.8M +245,913 +6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$486M +$66M +527,757 +15%
TCIM
20
TIAA CREF Investment Management
New York
$452M -$11.6M -92,580 -2%
WRF
21
Waddell & Reed Financial
Kansas
$386M -$108M -863,445 -21%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$366M +$44.9M +358,854 +14%
Lazard Asset Management
23
Lazard Asset Management
New York
$363M +$67.1M +535,800 +22%
Norges Bank
24
Norges Bank
Norway
$353M -$6.64M -53,031 -2%
Goldman Sachs
25
Goldman Sachs
New York
$304M -$398M -3,182,697 -56%
1
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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.