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Intuitive Surgical

611 hedge funds and large institutions have $25.3B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 215 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

14% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 189

7% more capital invested

Capital invested by funds: $23.6B → $25.3B (+$1.74B)

6% more funds holding

Funds holding: 578611 (+33)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

18% less call options, than puts

Call options by funds: $581M | Put options by funds: $708M

Holders
611
Holders Change
+33
Holders Change %
+5.71%
% of All Funds
16.3%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
71
Increased
215
Reduced
189
Closed
33
Calls
$581M
Puts
$708M
Net Calls
-$127M
Net Calls Change
+$6.64M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
451
Grandfield & Dodd
New York
$415K -$63.4K -828 -14%
ECM
452
Everence Capital Management
Indiana
$414K -$200K -2,610 -34%
ACI
453
Alpha Cubed Investments
California
$412K -$27.6K -360 -7%
GXMC
454
Global X Management Company
New York
$412K +$269K +3,510 +219%
NPF
455
Norris Perne & French
Michigan
$406K
SG Americas Securities
456
SG Americas Securities
New York
$402K -$6.01M -78,489 -94%
DWA
457
Douglass Winthrop Advisors
New York
$399K
SHGA
458
Sand Hill Global Advisors
California
$399K
IIM
459
Ipswich Investment Management
Massachusetts
$395K
WA
460
WFG Advisors
Texas
$386K
TCIM
461
TIAA CREF Investment Management
New York
$383K -$27.3M -356,787 -7%
CA
462
Cetera Advisors
Colorado
$373K
CF
463
CenterStar Fund
Illinois
$370K
RHBC
464
R.H. Bluestein & Co
Michigan
$362K -$17.2K -225 -5%
LOAME
465
Lombard Odier Asset Management (Europe)
United Kingdom
$362K
CB
466
Commerce Bank
Missouri
$362K +$31.7K +414 +10%
MC
467
Miles Capital
Iowa
$362K +$344K +4,491 New
AP
468
Advisor Partners
California
$346K -$22.1K -288 -6%
GT
469
Greenleaf Trust
Michigan
$343K +$35.8K +468 +12%
AI
470
Atria Investments
North Carolina
$335K +$4.13K +54 +1%
CCA
471
Checchi Capital Advisers
California
$312K +$26.2K +342 +10%
CBU
472
CIBC Bank USA
Illinois
$309K
WF
473
Welch & Forbes
Massachusetts
$308K
FAAS
474
First Allied Advisory Services
California
$306K -$126K -1,647 -30%
OC
475
Oppenheimer & Co
New York
$302K +$26.2K +342 +10%

ISRG Hedge Fund Activity: Q3 2016 in Review

611 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2016, worth a combined $25.3B — up 7.4% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ISRG positions and 33 closed out — a net gain of 38 holders — while 215 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $436M. The largest seller was Tiverton Asset Management, cutting an estimated $1.3B.

  • 611 institutional investors held Intuitive Surgical (ISRG) as of Q3 2016, up from 578 in Q2 2016.
  • Funds reported $25.3B of Intuitive Surgical stock for Q3 2016, up 7.4% quarter-over-quarter.
  • 71 funds opened new Intuitive Surgical positions in Q3 2016 and 33 closed out, a net change of +38 holders.
  • The largest Intuitive Surgical buyer in Q3 2016 was Fidelity Investments, an estimated $436M added.
  • The largest Intuitive Surgical seller in Q3 2016 was Tiverton Asset Management, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2016.