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Intuitive Surgical

511 hedge funds and large institutions have $17.7B invested in Intuitive Surgical in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 162 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 40

16% more capital invested

Capital invested by funds: $15.2B → $17.7B (+$2.47B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 483511 (+28)

14% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 188

24% less call options, than puts

Call options by funds: $604M | Put options by funds: $795M

Holders
511
Holders Change
+28
Holders Change %
+5.8%
% of All Funds
13.63%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
73
Increased
162
Reduced
188
Closed
40
Calls
$604M
Puts
$795M
Net Calls
-$191M
Net Calls Change
+$58.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$739K +$202K +3,636 +41%
TAM
327
Tocqueville Asset Management
New York
$737K
MCM
328
MAI Capital Management
Ohio
$720K -$5.01K -90 -0.7%
NIM
329
Northeast Investment Management
Massachusetts
$717K -$198K -3,555 -23%
BCI
330
Brinker Capital Investments
Pennsylvania
$712K -$21.1K -378 -3%
Nordea Investment Management
331
Nordea Investment Management
Sweden
$709K -$172K -3,096 -20%
LG
332
LaFleur & Godfrey
Michigan
$706K +$12.5K +225 +2%
FCT
333
Family Capital Trust
Massachusetts
$698K
MERSOM
334
Municipal Employees' Retirement System of Michigan
Michigan
$688K
KRSITF
335
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$681K -$30.1K -540 -4%
LIA
336
LS Investment Advisors
Michigan
$665K -$42.6K -765 -6%
KeyBank National Association
337
KeyBank National Association
Ohio
$652K -$13.5K -243 -2%
ECM
338
Endurant Capital Management
California
$627K +$594K +10,665 New
LWCFA
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$602K -$20K -360 -3%
Teacher Retirement System of Texas
340
Teacher Retirement System of Texas
Texas
$576K +$546K +9,801 New
MSU
341
Mizuho Securities USA
New York
$573K +$228K +4,095 +72%
WDA
342
Wendell David Associates
New Hampshire
$540K -$5.01K -90 -1%
PCMI
343
Paradigm Capital Management Inc
New York
$529K
NSLI
344
Nan Shan Life Insurance
Taiwan
$529K +$501K +9,000 New
TH
345
Timber Hill
Connecticut
$528K +$501K +8,991 New
ASN
346
Advisory Services Network
Georgia
$518K +$68.7K +1,233 +16%
HighTower Advisors
347
HighTower Advisors
Illinois
$514K -$8.52K -153 -2%
LTFS
348
Ladenburg Thalmann Financial Services
Florida
$514K +$127K +2,277 +35%
WTC
349
WhitTier Trust Company
Nevada
$509K
PNC
350
Park National Corp
Ohio
$506K -$54.6K -981 -10%

ISRG Hedge Fund Activity: Q4 2014 in Review

511 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2014, worth a combined $17.7B — up 16% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ISRG positions and 40 closed out — a net gain of 33 holders — while 162 added to existing stakes and 188 trimmed.

The largest buyer was American Century Companies, adding an estimated $211M. The largest seller was Slate Path Capital, exiting entirely with an estimated $87.7M sold.

  • 511 institutional investors held Intuitive Surgical (ISRG) as of Q4 2014, up from 483 in Q3 2014.
  • Funds reported $17.7B of Intuitive Surgical stock for Q4 2014, up 16% quarter-over-quarter.
  • 73 funds opened new Intuitive Surgical positions in Q4 2014 and 40 closed out, a net change of +33 holders.
  • The largest Intuitive Surgical buyer in Q4 2014 was American Century Companies, an estimated $211M added.
  • The largest Intuitive Surgical seller in Q4 2014 was Slate Path Capital, an estimated $87.7M sold.

Based on aggregated 13F filings for Q4 2014.