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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
CIP
401
Chartwell Investment Partners
Pennsylvania
$695K -$2.7M -34,137 -81%
DAS
402
Dynamic Advisor Solutions
Arizona
$694K +$3.56K +45 +0.6%
CC
403
ClearArc Capital
Ohio
$690K -$33.4K -423 -5%
CPIM
404
Columbia Partners Investment Management
Virginia
$688K -$483K -6,120 -43%
ECM
405
Everence Capital Management
Indiana
$680K
Bank of Nova Scotia
406
Bank of Nova Scotia
Ontario, Canada
$673K +$15.6K +198 +3%
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$657K -$64K -810 -10%
FO
408
FT Options
Illinois
$656K +$609K +7,704 New
FBT
409
First Bank & Trust
South Dakota
$645K -$9.95K -126 -2%
II
410
IFM Investors
Australia
$622K +$217K +2,745 +60%
Federated Hermes
411
Federated Hermes
Pennsylvania
$621K -$312K -3,951 -35%
BOTW
412
Bank of the West
California
$615K
FG
413
Fiduciary Group
Georgia
$610K
SI
414
Shaker Investments
Ohio
$583K
ZIC
415
ZWJ Investment Counsel
Georgia
$583K +$540K +6,840 New
PNC
416
Park National Corp
Ohio
$575K
SSWM
417
Smith Salley Wealth Management
North Carolina
$570K -$40.5K -513 -7%
SIC
418
Salem Investment Counselors
North Carolina
$566K +$71.1K +900 +16%
LS
419
Livforsakringsbolaget Skandia
Sweden
$543K -$924K -11,700 -65%
PIA
420
Piedmont Investment Advisors
North Carolina
$540K -$4.27K -54 -0.8%
RCAMU
421
Rothschild & Co Asset Management US
Connecticut
$536K -$226K -2,862 -31%
Truist Financial
422
Truist Financial
North Carolina
$527K +$489K +6,192 New
CI
423
Cavalier Investments
Georgia
$525K
KI
424
Koch Industries
Kansas
$524K +$257K +3,249 +112%
SAMC
425
Spectrum Asset Management (California)
California
$511K

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.