Intuitive Surgical
ISRG
898 hedge funds and large institutions have $56B invested in Intuitive Surgical in 2018 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 312 increasing their positions, 318 reducing their positions, and 47 closing their positions.
100% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 47
20% more capital invested
Capital invested by funds: $46.7B → $56B (+$9.33B)
16% more funds holding in top 10
Funds holding in top 10: 31 → 36 (+5)
5% more funds holding
Funds holding: 857 → 898 (+41)
2% less repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 318
2.08% less ownership
Funds ownership: 259.05% → 256.98% (-2.1%)
60% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$828M |
| 2 |
Jennison Associates
New York
|
+$654M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$163M |
| 4 |
State Street
Boston,
Massachusetts
|
+$105M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$262M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$201M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$186M |
| 4 |
Lazard Asset Management
New York
|
-$161M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$139M |
ISRG Hedge Fund Activity: Q3 2018 in Review
898 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2018, worth a combined $56B — up 20% from $46.7B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new ISRG positions and 47 closed out — a net gain of 47 holders — while 312 added to existing stakes and 318 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $828M. The largest seller was Renaissance Technologies, cutting an estimated $262M.
- 898 institutional investors held Intuitive Surgical (ISRG) as of Q3 2018, up from 857 in Q2 2018.
- Funds reported $56B of Intuitive Surgical stock for Q3 2018, up 20% quarter-over-quarter.
- 94 funds opened new Intuitive Surgical positions in Q3 2018 and 47 closed out, a net change of +47 holders.
- The largest Intuitive Surgical buyer in Q3 2018 was Morgan Stanley, an estimated $828M added.
- The largest Intuitive Surgical seller in Q3 2018 was Renaissance Technologies, an estimated $262M sold.
Based on aggregated 13F filings for Q3 2018.