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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
CEP
451
Chicago Equity Partners
Illinois
$395K -$697K -8,820 -66%
PL
452
Parkwood LLC
Ohio
$384K -$341K -4,320 -49%
DWA
453
Douglass Winthrop Advisors
New York
$383K -$53.3K -675 -13%
CIC
454
Chilton Investment Company
Connecticut
$383K
TH
455
Timber Hill
Connecticut
$373K -$982K -12,429 -74%
AI
456
Atria Investments
North Carolina
$369K -$25.6K -324 -7%
GT
457
Greenleaf Trust
Michigan
$366K +$2.84K +36 +0.8%
TSS
458
Two Sigma Securities
New York
$365K -$342K -4,329 -50%
BA
459
BKS Advisors
Michigan
$364K
LOAME
460
Lombard Odier Asset Management (Europe)
United Kingdom
$362K -$19.9K -252 -6%
ACI
461
Alpha Cubed Investments
California
$359K -$71.1K -900 -18%
FMLI
462
Fukoku Mutual Life Insurance
Japan
$355K
CCA
463
Checchi Capital Advisers
California
$349K +$34.1K +432 +12%
BCM
464
BlueCrest Capital Management
Jersey
$335K +$311K +3,933 New
WF
465
Welch & Forbes
Massachusetts
$326K
TCOV
466
Trust Company of Vermont
Vermont
$319K +$10.7K +135 +4%
CBU
467
CIBC Bank USA
Illinois
$316K -$9.24K -117 -3%
Teacher Retirement System of Texas
468
Teacher Retirement System of Texas
Texas
$313K
MCM
469
MAI Capital Management
Ohio
$309K -$430K -5,445 -60%
OMCS
470
Old Mutual Customised Solutions
South Africa
$308K +$72.5K +918 +34%
IFAM
471
Institutional & Family Asset Management
Colorado
$307K
SFM
472
Soros Fund Management
New York
$307K +$284K +3,600 New
KFA
473
Kelleher Financial Advisors
New York
$306K +$284K +3,600 New
IIM
474
Ipswich Investment Management
Massachusetts
$299K +$32K +405 +13%
CLOS
475
Compagnie Lombard Odier SCmA
Switzerland
$289K +$24.2K +306 +10%

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.