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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
AMI
301
Amica Mutual Insurance
Rhode Island
$1.99M
WG
302
Winton Group
United Kingdom
$1.97M +$687K +8,694 +60%
ONB
303
Old National Bancorp
Indiana
$1.97M -$280K -3,546 -13%
FC
304
Forte Capital
New York
$1.96M +$174K +2,205 +11%
PS
305
Pensionfund Sabic
Netherlands
$1.92M -$213K -2,700 -11%
HIM
306
Hutchens Investment Management
New Hampshire
$1.89M +$1.75M +22,140 New
BF
307
BOK Financial
Oklahoma
$1.84M -$81.8K -1,035 -5%
ERSOT
308
Employees Retirement System of Texas
Texas
$1.84M
HPC
309
HM Payson & Co
Maine
$1.84M
KRS
310
Kentucky Retirement Systems
Kentucky
$1.8M -$325K -4,113 -16%
ASN
311
Advisory Services Network
Georgia
$1.78M +$1.65M +20,871 New
BPC
312
Banque Pictet & Cie
Switzerland
$1.78M -$1.3M -16,434 -44%
LSERS
313
Louisiana State Employees Retirement System
Louisiana
$1.76M -$71.1K -900 -4%
CWM
314
Concert Wealth Management
California
$1.73M
SGH
315
Sivik Global Healthcare
Connecticut
$1.73M -$533K -6,750 -25%
BAS
316
Brown Advisory Securities
Maryland
$1.72M +$22K +279 +1%
QI
317
QS Investors
New York
$1.72M +$807K +10,215 +102%
PWM
318
Perigon Wealth Management
California
$1.69M -$39.8K -504 -2%
Mackenzie Financial
319
Mackenzie Financial
Ontario, Canada
$1.64M -$9.24K -117 -0.6%
APFBOT
320
Amica Pension Fund Board of Trustees
Rhode Island
$1.6M
NIM
321
Northeast Investment Management
Massachusetts
$1.59M -$20.6K -261 -1%
LWM
322
Lyell Wealth Management
California
$1.57M +$37.7K +477 +3%
NI
323
Numeric Investors
Massachusetts
$1.56M +$14.2K +180 +1%
LSA
324
L & S Advisors
California
$1.53M
LMGAM
325
Liberty Mutual Group Asset Management
Massachusetts
$1.52M -$573K -7,254 -29%

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.