Intuitive Surgical
ISRG
1,152 hedge funds and large institutions have $72.9B invested in Intuitive Surgical in 2020 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 412 increasing their positions, 368 reducing their positions, and 58 closing their positions.
190% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 58
36% more funds holding in top 10
Funds holding in top 10: 22 → 30 (+8)
24% more capital invested
Capital invested by funds: $58.6B → $72.9B (+$14.3B)
12% more repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 368
10% more call options, than puts
Call options by funds: $1.52B | Put options by funds: $1.38B
10% more funds holding
Funds holding: 1,048 → 1,152 (+104)
1.56% less ownership
Funds ownership: 265.2% → 263.64% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$875M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
+$663M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$225M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$122M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$67.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$708M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$434M |
| 3 |
BlackRock
New York
|
-$248M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$174M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$135M |
ISRG Hedge Fund Activity: Q3 2020 in Review
1,152 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2020, worth a combined $72.9B — up 24% from $58.6B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new ISRG positions and 58 closed out — a net gain of 110 holders — while 412 added to existing stakes and 368 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $875M. The largest seller was Capital World Investors, cutting an estimated $708M.
- 1,152 institutional investors held Intuitive Surgical (ISRG) as of Q3 2020, up from 1,048 in Q2 2020.
- Funds reported $72.9B of Intuitive Surgical stock for Q3 2020, up 24% quarter-over-quarter.
- 168 funds opened new Intuitive Surgical positions in Q3 2020 and 58 closed out, a net change of +110 holders.
- The largest Intuitive Surgical buyer in Q3 2020 was Morgan Stanley, an estimated $875M added.
- The largest Intuitive Surgical seller in Q3 2020 was Capital World Investors, an estimated $708M sold.
Based on aggregated 13F filings for Q3 2020.