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Intuitive Surgical

613 hedge funds and large institutions have $27.7B invested in Intuitive Surgical in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 174 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

59.11% more ownership

Funds ownership: 828.24%887.35% (+59%)

23% more capital invested

Capital invested by funds: $22.6B → $27.7B (+$5.11B)

3% less funds holding

Funds holding: 632613 (-19)

11% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 73

33% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 259

38% less call options, than puts

Call options by funds: $547M | Put options by funds: $880M

Holders
613
Holders Change
-19
Holders Change %
-3.01%
% of All Funds
15.26%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
65
Increased
174
Reduced
259
Closed
73
Calls
$547M
Puts
$880M
Net Calls
-$333M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
226
Capital Fund Management (CFM)
France
$4.38M +$3.62M +45,828 +811%
SCM
227
Shelton Capital Management
Colorado
$4.33M +$250K +3,159 +7%
VRS
228
Virginia Retirement Systems
Virginia
$4.14M -$11.3M -143,100 -75%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$4.11M -$27.7K -351 -0.7%
CMBA
230
C.M. Bidwell & Associates
Hawaii
$4.08M +$3.78M +47,880 New
SAM
231
Silvercrest Asset Management
New York
$4.06M -$210K -2,655 -5%
ACM
232
Atika Capital Management
New York
$3.98M +$3.7M +46,800 New
ACM
233
Azimuth Capital Management
Michigan
$3.95M -$2.98M -37,710 -45%
KBC Group
234
KBC Group
Belgium
$3.94M -$1.75M -22,203 -32%
Janus Henderson Group
235
Janus Henderson Group
United Kingdom
$3.93M +$71.1K +900 +2%
GXMC
236
Global X Management Company
New York
$3.93M +$2.99M +37,890 +461%
PDN
237
Pensionfund DSM Netherlands
Netherlands
$3.91M
P
238
Pitcairn
Pennsylvania
$3.9M -$368K -4,653 -9%
MSA
239
Mason Street Advisors
Wisconsin
$3.89M -$160K -2,025 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
240
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.87M
CA
241
Commerzbank Aktiengesellschaft
Germany
$3.85M -$2.25M -28,431 -39%
RFC
242
Regions Financial Corp
Alabama
$3.85M -$694K -8,784 -16%
JG
243
Jefferies Group
New York
$3.8M -$8.5M -107,640 -71%
CM
244
Churchill Management
California
$3.74M -$282K -3,564 -7%
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$3.73M -$1.88M -23,814 -35%
GL
246
GLG LLC
New York
$3.7M +$3.44M +43,488 New
CIBC World Market
247
CIBC World Market
Ontario, Canada
$3.66M -$13.5M -171,369 -80%
MJRIC
248
Mogy Joel R Investment Counsel
California
$3.65M +$193K +2,448 +6%
CAM
249
Capstone Asset Management
Texas
$3.58M -$102K -1,287 -3%
NIP
250
Nicholas Investment Partners
California
$3.57M +$3.32M +41,967 New

ISRG Hedge Fund Activity: Q1 2017 in Review

613 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2017, worth a combined $27.7B — up 23% from $22.6B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of ISRG and 65 opened new positions — a net loss of 8 holders — while 259 trimmed existing stakes and 174 added.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Winslow Capital Management, cutting an estimated $298M.

  • 613 institutional investors held Intuitive Surgical (ISRG) as of Q1 2017, down from 632 in Q4 2016.
  • Funds reported $27.7B of Intuitive Surgical stock for Q1 2017, up 23% quarter-over-quarter.
  • 65 funds opened new Intuitive Surgical positions in Q1 2017 and 73 closed out, a net change of -8 holders.
  • The largest Intuitive Surgical buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuitive Surgical seller in Q1 2017 was Winslow Capital Management, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2017.