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Intuitive Surgical

564 hedge funds and large institutions have $21.4B invested in Intuitive Surgical in 2016 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 40

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 171

8% more funds holding

Funds holding: 522564 (+42)

3% more capital invested

Capital invested by funds: $20.9B → $21.4B (+$531M)

1% more call options, than puts

Call options by funds: $441M | Put options by funds: $439M

Holders
564
Holders Change
+42
Holders Change %
+8.05%
% of All Funds
15.03%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
86
Increased
198
Reduced
171
Closed
40
Calls
$441M
Puts
$439M
Net Calls
+$2.3M
Net Calls Change
+$149M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
226
Mason Street Advisors
Wisconsin
$2.99M +$54.7K +882 +2%
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$2.98M +$46.3K +747 +2%
IRF
228
IBM Retirement Fund
New York
$2.96M -$2.32M -37,485 -46%
TRSOTSOK
229
Teachers Retirement System of the State of Kentucky
Kentucky
$2.94M
BLAM
230
Bourne Lent Asset Management
New York
$2.86M
SAM
231
Strategy Asset Managers
California
$2.69M +$2.5M +40,320 New
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$2.66M -$848K -13,680 -26%
Janus Henderson Group
233
Janus Henderson Group
United Kingdom
$2.63M
MOACM
234
Mutual of America Capital Management
New York
$2.55M +$48K +774 +2%
PI
235
PineBridge Investments
New York
$2.55M +$999K +16,119 +73%
MJRIC
236
Mogy Joel R Investment Counsel
California
$2.48M +$2.09M +33,759 +995%
AIMCA
237
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.46M +$2.29M +36,900 New
NMERB
238
New Mexico Educational Retirement Board
New Mexico
$2.46M
TAF
239
Tredje AP-fonden
Sweden
$2.45M +$841K +13,563 +63%
US Bancorp
240
US Bancorp
Minnesota
$2.45M +$155K +2,502 +7%
RAM
241
Redmond Asset Management
Virginia
$2.4M -$58.6K -945 -3%
FA
242
FDx Advisors
Illinois
$2.37M -$337K -5,436 -13%
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$2.35M +$217K +3,501 +11%
BPC
244
Banque Pictet & Cie
Switzerland
$2.33M +$1M +16,200 +87%
BG
245
Bahl & Gaynor
Ohio
$2.32M -$35.7K -576 -2%
Voloridge Investment Management
246
Voloridge Investment Management
Florida
$2.31M +$2.15M +34,614 New
RJFSA
247
Raymond James Financial Services Advisors
Florida
$2.31M +$2.14M +34,542 New
PI
248
PGGM Investments
Netherlands
$2.26M -$14.7M -237,357 -88%
SAM
249
Securian Asset Management
Minnesota
$2.23M +$5.58K +90 +0.3%
PA
250
Profund Advisors
Maryland
$2.19M -$295K -4,761 -13%

ISRG Hedge Fund Activity: Q1 2016 in Review

564 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2016, worth a combined $21.4B — up 2.5% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ISRG positions and 40 closed out — a net gain of 46 holders — while 198 added to existing stakes and 171 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $3.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $427M.

  • 564 institutional investors held Intuitive Surgical (ISRG) as of Q1 2016, up from 522 in Q4 2015.
  • Funds reported $21.4B of Intuitive Surgical stock for Q1 2016, up 2.5% quarter-over-quarter.
  • 86 funds opened new Intuitive Surgical positions in Q1 2016 and 40 closed out, a net change of +46 holders.
  • The largest Intuitive Surgical buyer in Q1 2016 was Royal London Asset Management, an estimated $3.04B added.
  • The largest Intuitive Surgical seller in Q1 2016 was T. Rowe Price Associates, an estimated $427M sold.

Based on aggregated 13F filings for Q1 2016.