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Intuitive Surgical

611 hedge funds and large institutions have $25.3B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 215 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

14% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 189

7% more capital invested

Capital invested by funds: $23.6B → $25.3B (+$1.74B)

6% more funds holding

Funds holding: 578611 (+33)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

18% less call options, than puts

Call options by funds: $581M | Put options by funds: $708M

Holders
611
Holders Change
+33
Holders Change %
+5.71%
% of All Funds
16.3%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
71
Increased
215
Reduced
189
Closed
33
Calls
$581M
Puts
$708M
Net Calls
-$127M
Net Calls Change
+$6.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Shelton Capital Management
Colorado
$3.84M
MSA
252
Mason Street Advisors
Wisconsin
$3.77M +$55.8K +729 +2%
AIP
253
Ameritas Investment Partners
Nebraska
$3.71M -$643K -8,397 -15%
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$3.65M -$220K -2,871 -6%
US Bancorp
255
US Bancorp
Minnesota
$3.63M -$103K -1,350 -3%
BLAM
256
Bourne Lent Asset Management
New York
$3.6M
DIA
257
Denver Investment Advisors
Colorado
$3.59M -$448K -5,850 -12%
TRSOTSOK
258
Teachers Retirement System of the State of Kentucky
Kentucky
$3.55M
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$3.53M +$97.9K +1,278 +3%
LS
260
Livforsakringsbolaget Skandia
Sweden
$3.46M +$107M +1,391,769 +4,060%
MOACM
261
Mutual of America Capital Management
New York
$3.19M -$17.2K -225 -0.6%
SAM
262
Strategy Asset Managers
California
$3.19M -$47.5K -621 -2%
CAM
263
Capstone Asset Management
Texas
$3.07M +$74.4K +972 +3%
Marshall Wace
264
Marshall Wace
United Kingdom
$3.04M +$798K +10,422 +38%
N
265
Natixis
France
$2.95M +$2.4M +31,329 +595%
MJRIC
266
Mogy Joel R Investment Counsel
California
$2.94M -$96.5K -1,260 -3%
SAM
267
Securian Asset Management
Minnesota
$2.9M +$145K +1,890 +6%
RAM
268
Redmond Asset Management
Virginia
$2.89M -$19.3K -252 -0.7%
Point72 Asset Management
269
Point72 Asset Management
Connecticut
$2.83M -$6.62M -86,400 -71%
NMERB
270
New Mexico Educational Retirement Board
New Mexico
$2.82M -$345K -4,500 -11%
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$2.8M -$44.1K -576 -2%
BG
272
Bahl & Gaynor
Ohio
$2.8M +$3.45K +45 +0.1%
SSI
273
Scott & Selber Inc
Texas
$2.79M +$2.65M +34,587 New
WAM
274
World Asset Management
Michigan
$2.77M +$77.2K +1,008 +3%
NMIMC
275
Northwestern Mutual Investment Management Company
Wisconsin
$2.76M +$1.62M +21,213 +162%

ISRG Hedge Fund Activity: Q3 2016 in Review

611 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2016, worth a combined $25.3B — up 7.4% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ISRG positions and 33 closed out — a net gain of 38 holders — while 215 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $436M. The largest seller was Tiverton Asset Management, cutting an estimated $1.3B.

  • 611 institutional investors held Intuitive Surgical (ISRG) as of Q3 2016, up from 578 in Q2 2016.
  • Funds reported $25.3B of Intuitive Surgical stock for Q3 2016, up 7.4% quarter-over-quarter.
  • 71 funds opened new Intuitive Surgical positions in Q3 2016 and 33 closed out, a net change of +38 holders.
  • The largest Intuitive Surgical buyer in Q3 2016 was Fidelity Investments, an estimated $436M added.
  • The largest Intuitive Surgical seller in Q3 2016 was Tiverton Asset Management, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2016.