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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
MOACM
251
Mutual of America Capital Management
New York
$3.57M -$176K -2,223 -5%
B
252
BP
United Kingdom
$3.53M +$1.35M +17,100 +70%
Daiwa Securities Group
253
Daiwa Securities Group
Japan
$3.51M +$270K +3,420 +9%
RA
254
RiverPark Advisors
New York
$3.33M -$255K -3,222 -8%
SAM
255
Strategy Asset Managers
California
$3.31M -$62.6K -792 -2%
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$3.22M -$213K -2,700 -7%
AAM
257
Advisors Asset Management
Colorado
$3.21M -$1.21M -15,318 -29%
RJFSA
258
Raymond James Financial Services Advisors
Florida
$3.2M +$230K +2,916 +8%
NFA
259
Nuveen Fund Advisors
Illinois
$3.19M -$373K -4,725 -11%
MYAM
260
Meiji Yasuda Asset Management
Japan
$3.19M +$192K +2,430 +7%
GH
261
GAM Holding
Switzerland
$3.19M -$1.07M -13,536 -27%
PP
262
Paloma Partners
Connecticut
$3.14M -$1.85M -23,445 -39%
AP
263
AHL Partners
United Kingdom
$3.1M +$1.51M +19,071 +110%
WAM
264
World Asset Management
Michigan
$3.1M +$355K +4,500 +14%
RPAM
265
Rhenman & Partners Asset Management
Sweden
$3.07M +$2.84M +36,000 New
AIP
266
Ameritas Investment Partners
Nebraska
$3.03M -$149K -1,890 -5%
SAM
267
Securian Asset Management
Minnesota
$2.98M -$102K -1,296 -4%
YIA
268
YHB Investment Advisors
Connecticut
$2.98M +$46.2K +585 +2%
CWM
269
CIBC World Markets
New York
$2.93M -$13.4M -169,128 -83%
HTI
270
Hikari Tsushin Inc
Japan
$2.9M
BG
271
Bahl & Gaynor
Ohio
$2.85M -$17.8K -225 -0.7%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$2.83M -$284K -3,600 -10%
SSI
273
Scott & Selber Inc
Texas
$2.83M +$24.2K +306 +0.9%
SLAM
274
Swiss Life Asset Management
$2.78M +$1.46M +18,459 +130%
PA
275
Profund Advisors
Maryland
$2.7M +$158K +1,998 +7%

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.