Intuitive Surgical
ISRG
1,438 hedge funds and large institutions have $78B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 443 increasing their positions, 553 reducing their positions, and 106 closing their positions.
144% more first-time investments, than exits
New positions opened: 259 | Existing positions closed: 106
123% more funds holding in top 10
Funds holding in top 10: 26 → 58 (+32)
45% more call options, than puts
Call options by funds: $1.29B | Put options by funds: $890M
42% more capital invested
Capital invested by funds: $55B → $78B (+$22.9B)
10% more funds holding
Funds holding: 1,309 → 1,438 (+129)
0.54% more ownership
Funds ownership: 82.5% → 83.04% (+0.54%)
20% less repeat investments, than reductions
Existing positions increased: 443 | Existing positions reduced: 553
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$679M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$392M |
| 3 |
Morgan Stanley
New York
|
+$329M |
| 4 |
Jennison Associates
New York
|
+$301M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$265M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$890M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$358M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
-$237M |
| 4 |
Two Sigma Investments
New York
|
-$182M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$132M |
ISRG Hedge Fund Activity: Q4 2022 in Review
1,438 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2022, worth a combined $78B — up 42% from $55B a quarter earlier.
Buyers outnumbered sellers: 259 funds opened new ISRG positions and 106 closed out — a net gain of 153 holders — while 443 added to existing stakes and 553 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $679M. The largest seller was T. Rowe Price Associates, cutting an estimated $890M.
- 1,438 institutional investors held Intuitive Surgical (ISRG) as of Q4 2022, up from 1,309 in Q3 2022.
- Funds reported $78B of Intuitive Surgical stock for Q4 2022, up 42% quarter-over-quarter.
- 259 funds opened new Intuitive Surgical positions in Q4 2022 and 106 closed out, a net change of +153 holders.
- The largest Intuitive Surgical buyer in Q4 2022 was Fidelity Investments, an estimated $679M added.
- The largest Intuitive Surgical seller in Q4 2022 was T. Rowe Price Associates, an estimated $890M sold.
Based on aggregated 13F filings for Q4 2022.