Intuitive Surgical
ISRG
1,252 hedge funds and large institutions have $83.6B invested in Intuitive Surgical in 2020 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 484 increasing their positions, 390 reducing their positions, and 54 closing their positions.
217% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 54
24% more repeat investments, than reductions
Existing positions increased: 484 | Existing positions reduced: 390
21% more call options, than puts
Call options by funds: $1.73B | Put options by funds: $1.42B
15% more capital invested
Capital invested by funds: $72.9B → $83.6B (+$10.6B)
13% more funds holding in top 10
Funds holding in top 10: 30 → 34 (+4)
9% more funds holding
Funds holding: 1,152 → 1,252 (+100)
3.67% less ownership
Funds ownership: 263.64% → 259.97% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$198M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$120M |
| 3 |
FAM
Fred Alger Management
New York
|
+$117M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$79.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$70.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$427M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$413M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$319M |
| 4 |
Morgan Stanley
New York
|
-$187M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$150M |
ISRG Hedge Fund Activity: Q4 2020 in Review
1,252 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2020, worth a combined $83.6B — up 15% from $72.9B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new ISRG positions and 54 closed out — a net gain of 117 holders — while 484 added to existing stakes and 390 trimmed.
The largest buyer was Harding Loevner, opening a new position worth an estimated $198M. The largest seller was Janus Henderson Group, cutting an estimated $427M.
- 1,252 institutional investors held Intuitive Surgical (ISRG) as of Q4 2020, up from 1,152 in Q3 2020.
- Funds reported $83.6B of Intuitive Surgical stock for Q4 2020, up 15% quarter-over-quarter.
- 171 funds opened new Intuitive Surgical positions in Q4 2020 and 54 closed out, a net change of +117 holders.
- The largest Intuitive Surgical buyer in Q4 2020 was Harding Loevner, an estimated $198M added.
- The largest Intuitive Surgical seller in Q4 2020 was Janus Henderson Group, an estimated $427M sold.
Based on aggregated 13F filings for Q4 2020.