Intuitive Surgical
ISRG
1,006 hedge funds and large institutions have $50.5B invested in Intuitive Surgical in 2020 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 383 increasing their positions, 354 reducing their positions, and 125 closing their positions.
4.1% more ownership
Funds ownership: 259.35% → 263.45% (+4.1%)
8% more repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 354
2% less first-time investments, than exits
New positions opened: 122 | Existing positions closed: 125
2% less funds holding
Funds holding: 1,022 → 1,006 (-16)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
14% less capital invested
Capital invested by funds: $58.8B → $50.5B (-$8.24B)
34% less call options, than puts
Call options by funds: $836M | Put options by funds: $1.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$639M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$352M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$325M |
| 4 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$263M |
| 5 |
SGH
Sivik Global Healthcare
Greenwich,
Connecticut
|
+$260M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$872M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$291M |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$242M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$158M |
| 5 |
Coatue Management
New York
|
-$131M |
ISRG Hedge Fund Activity: Q1 2020 in Review
1,006 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2020, worth a combined $50.5B — down 14% from $58.8B a quarter earlier.
Sellers outnumbered buyers: 125 funds closed out of ISRG and 122 opened new positions — a net loss of 3 holders — while 354 trimmed existing stakes and 383 added.
The largest buyer was Wellington Management Group, adding an estimated $639M. The largest seller was Jennison Associates, cutting an estimated $872M.
- 1,006 institutional investors held Intuitive Surgical (ISRG) as of Q1 2020, down from 1,022 in Q4 2019.
- Funds reported $50.5B of Intuitive Surgical stock for Q1 2020, down 14% quarter-over-quarter.
- 122 funds opened new Intuitive Surgical positions in Q1 2020 and 125 closed out, a net change of -3 holders.
- The largest Intuitive Surgical buyer in Q1 2020 was Wellington Management Group, an estimated $639M added.
- The largest Intuitive Surgical seller in Q1 2020 was Jennison Associates, an estimated $872M sold.
Based on aggregated 13F filings for Q1 2020.