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Intuitive Surgical
ISRG

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: 10 → 14 (+4)

16% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 171

8% more funds holding

Funds holding: 522 → 564 (+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

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$3.04B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$780M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$257M
4
JP Morgan Chase
JP Morgan Chase
New York
+$159M
5
Wells Fargo
Wells Fargo
California
+$98.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$427M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$364M
3
MNA
Manning & Napier Advisors
New York
-$193M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$129M
5
Millennium Management
Millennium Management
New York
-$78.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
251
YHB Investment Advisors
Connecticut
$2.17M +$44.6K +720 +2%
WAM
252
World Asset Management
Michigan
$2.16M -$249K -4,014 -11%
ONB
253
Old National Bancorp
Indiana
$2.15M -$174K -2,808 -8%
LPL Financial
254
LPL Financial
California
$2.12M +$244K +3,942 +14%
LTI
255
Laffer Tengler Investments
Tennessee
$2.11M +$1.96M +31,581 New
BNP Paribas Asset Management
256
BNP Paribas Asset Management
France
$2.11M +$14.5K +234 +0.7%
Asset Management One
257
Asset Management One
Japan
$2.07M – – –
KRS
258
Kentucky Retirement Systems
Kentucky
$2.06M +$332K +5,364 +21%
HIM
259
Hutchens Investment Management
New Hampshire
$2.06M +$69.7K +1,125 +4%
B
260
Barings
North Carolina
$2.05M +$937K +15,120 +97%
CAM
261
Capstone Asset Management
Texas
$2.05M +$127K +2,043 +7%
DL
262
Delta Lloyd
Netherlands
$2.01M +$69.7K +1,125 +4%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$1.98M +$614K +9,900 +50%
FQ
264
First Quadrant
California
$1.92M – – –
MFS
265
Monetta Financial Services
Illinois
$1.92M +$1.78M +28,800 New
William Blair Investment Management
266
William Blair Investment Management
Illinois
$1.9M – – –
CA
267
Commerzbank Aktiengesellschaft
Germany
$1.89M -$5.61M -90,513 -76%
SAM
268
Shell Asset Management
Netherlands
$1.89M -$7.81K -126 -0.4%
MWM
269
Mission Wealth Management
California
$1.88M – – –
IHL
270
Investment House LLC
California
$1.87M – – –
FCBT
271
First Citizens Bank & Trust
North Carolina
$1.81M +$750K +12,096 +80%
AAF
272
Andra AP-fonden
Sweden
$1.74M +$892K +14,400 +123%
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$1.71M +$70.8K +1,143 +5%
VKH
274
Virtu KCG Holdings
New York
$1.71M +$1.58M +25,569 New
SIM
275
Sentry Investment Management
Wisconsin
$1.7M – – –
9 10
11
12 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.