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Intuitive Surgical
ISRG

506 hedge funds and large institutions have $17.4B invested in Intuitive Surgical in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 163 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

12% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $16.4B → $17.4B (+$937M)

4% more funds holding

Funds holding: 487 → 506 (+19)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

39% less call options, than puts

Call options by funds: $313M | Put options by funds: $514M

Holders
506
Holders Change
+19
Holders Change %
+3.9%
% of All Funds
14.13%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
62
Increased
182
Reduced
163
Closed
40
Calls
$313M
Puts
$514M
Net Calls
-$201M
Net Calls Change
-$116M

Top Buyers

1
MNA
Manning & Napier Advisors
New York
+$224M
2
DCP
DSM Capital Partners
Florida
+$102M
3
Capital World Investors
Capital World Investors
California
+$96M
4
Citadel Advisors
Citadel Advisors
Florida
+$76.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$58.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
CNB
City National Bank
California
-$55.4M
4
SP
Sarasin & Partners
United Kingdom
-$55.1M
5
Brown Advisory
Brown Advisory
Maryland
-$55M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
451
Alexandria Capital
Virginia
$54K +$510 +9 +0.9%
SAMC
452
Shinko Asset Management Company
Japan
$48K -$4.59K -81 -8%
ANBT
453
American National Bank & Trust
Texas
$46K – – –
NC
454
NewSquare Capital
Pennsylvania
$46K – – –
SMG
455
Spectrum Management Group
Indiana
$46K – – –
AA
456
AlphaMark Advisors
Kentucky
$41K – – –
CTC
457
Central Trust Company
Missouri
$39K – – –
MFS
458
MSI Financial Services
Massachusetts
$34K -$13.8K -243 -27%
HI
459
Hudock Inc
Pennsylvania
$34K – – –
VIA
460
Vantage Investment Advisors
Pennsylvania
$34K – – –
FFC
461
First Financial Corp
Indiana
$32K +$35.7K +630 New
IMS
462
Index Management Solutions
Pennsylvania
$31K – – –
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$30.5K +$22.4K +396 +200%
WEC
464
Winslow Evans & Crocker
Massachusetts
$29K – – –
CFA
465
Carroll Financial Associates
North Carolina
$27K – – –
SSB
466
Sandy Spring Bank
Maryland
$26K -$2.55K -45 -8%
BKA
467
Brick & Kyle Associates
Pennsylvania
$23K – – –
QAM
468
QCI Asset Management
New York
$23K – – –
CLOS
469
Compagnie Lombard Odier SCmA
Switzerland
$21K – – –
LOT
470
Lombard Odier Transatlantic
Quebec, Canada
$21K – – –
FHA
471
First Horizon Advisors
Tennessee
$20K +$22.4K +396 New
TSW
472
Thompson Siegel & Walmsley
Virginia
$18K – – –
Manulife (Manufacturers Life Insurance)
473
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.8K +$777K +13,725 +4%
ZB
474
Zions Bancorporation
Utah
$16K +$15.8K +279 New
MSFP
475
Mark Sheptoff Financial Planning
Connecticut
$12K +$13.3K +234 New
17 18
19
20 21

ISRG Hedge Fund Activity: Q3 2015 in Review

506 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2015, worth a combined $17.4B — up 5.7% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ISRG positions and 40 closed out — a net gain of 22 holders — while 182 added to existing stakes and 163 trimmed.

The largest buyer was Manning & Napier Advisors, adding an estimated $224M. The largest seller was Wellington Management Group, cutting an estimated $204M.

  • 506 institutional investors held Intuitive Surgical (ISRG) as of Q3 2015, up from 487 in Q2 2015.
  • Funds reported $17.4B of Intuitive Surgical stock for Q3 2015, up 5.7% quarter-over-quarter.
  • 62 funds opened new Intuitive Surgical positions in Q3 2015 and 40 closed out, a net change of +22 holders.
  • The largest Intuitive Surgical buyer in Q3 2015 was Manning & Napier Advisors, an estimated $224M added.
  • The largest Intuitive Surgical seller in Q3 2015 was Wellington Management Group, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2015.