We are live on ! Find out more
ISRG icon

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
AL
276
Agran Libbie
California
$1.7M – – –
LS
277
Livforsakringsbolaget Skandia
Sweden
$1.69M – – –
SCM
278
Sterling Capital Management
North Carolina
$1.68M +$1.56M +25,218 New
PS
279
Pensionfund Sabic
Netherlands
$1.68M -$279K -4,500 -15%
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.67M +$186K +2,997 +14%
HighTower Advisors
281
HighTower Advisors
Illinois
$1.62M -$1.52M -24,552 -50%
CWM
282
Concert Wealth Management
California
$1.61M +$14.5K +234 +1%
RMCM
283
Reynders McVeigh Capital Management
Massachusetts
$1.61M +$7.81K +126 +0.5%
BTS
284
BB&T Securities
Virginia
$1.58M -$11.7K -189 -0.8%
SG Americas Securities
285
SG Americas Securities
New York
$1.57M -$7.84M -126,531 -84%
GL
286
GLG LLC
New York
$1.57M -$225K -3,636 -13%
ERSOT
287
Employees Retirement System of Texas
Texas
$1.56M +$558K +9,000 +63%
AMI
288
Amica Mutual Insurance
Rhode Island
$1.56M – – –
MAM
289
Martingale Asset Management
Massachusetts
$1.54M +$1.43M +23,067 New
LOAMS
290
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.53M +$1.25M +20,097 +707%
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$1.5M -$55.8K -900 -4%
V
292
Veritable
Delaware
$1.48M +$67.5K +1,089 +5%
PAM
293
Panagora Asset Management
Massachusetts
$1.48M +$260K +4,194 +23%
HPC
294
HM Payson & Co
Maine
$1.44M -$335K -5,400 -20%
DCMM
295
DG Capital Management (Massachusetts)
Massachusetts
$1.43M -$402K -6,480 -23%
LMGAM
296
Liberty Mutual Group Asset Management
Massachusetts
$1.43M +$113K +1,818 +9%
SLAM
297
Swiss Life Asset Management
$1.42M +$1.32M +21,267 New
GLAM
298
Gardner Lewis Asset Management
Pennsylvania
$1.42M +$1.31M +21,186 New
PWM
299
Perigon Wealth Management
California
$1.4M – – –
EA
300
Euclid Advisors
Connecticut
$1.39M -$627K -10,125 -33%
10 11
12
13 14

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.