We are live on ! Find out more
ISRG icon

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
MCM
426
McRae Capital Management
New Jersey
$506K -$34.1K -432 -7%
PAM
427
Princeton Alpha Management
New Jersey
$501K -$557K -7,047 -55%
MML Investors Services
428
MML Investors Services
Massachusetts
$500K +$464K +5,868 New
AA
429
ALPS Advisors
Colorado
$494K +$7.82K +99 +2%
WA
430
WFG Advisors
Texas
$493K -$192K -2,430 -30%
IIC
431
Ironwood Investment Counsel
Arizona
$488K
W
432
Wealthfront
California
$487K +$68.3K +864 +18%
IB
433
Intrust Bank
Kansas
$486K +$105K +1,323 +30%
Neuberger Berman Group
434
Neuberger Berman Group
New York
$483K -$153K -1,935 -25%
SOADOR
435
State of Alaska Department of Revenue
Alaska
$482K +$448K +5,670 New
GG
436
Gofen & Glossberg
Illinois
$481K +$17.1K +216 +4%
TMAM
437
Tokio Marine Asset Management
Japan
$475K -$129K -1,638 -23%
AP
438
Advisor Partners
California
$471K +$80.3K +1,017 +23%
WJA
439
Williams Jones & Associates
New York
$460K
TA
440
Tiedemann Advisors
New York
$458K +$425K +5,382 New
LG
441
LaFleur & Godfrey
Michigan
$456K
TI
442
Turner Investments
Pennsylvania
$445K -$2.06M -26,100 -83%
HCM
443
Hollencrest Capital Management
California
$441K
GD
444
Grandfield & Dodd
New York
$438K
MC
445
Miles Capital
Iowa
$434K +$4.98K +63 +1%
IRF
446
IBM Retirement Fund
New York
$430K -$2.22M -28,062 -88%
FCBT
447
First Citizens Bank & Trust
North Carolina
$427K -$36.3K -459 -8%
ICM
448
IronBridge Capital Management
Illinois
$415K +$385K +4,869 New
SHGA
449
Sand Hill Global Advisors
California
$409K -$4.98K -63 -1%
HCM
450
Howland Capital Management
Massachusetts
$404K -$28.4K -360 -7%

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.