We are live on ! Find out more
ISRG icon

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
Wells Fargo
26
Wells Fargo
California
$131M -$18.3M -323,181 -11%
Norges Bank
27
Norges Bank
Norway
$131M +$8.02M +141,588 +6%
O
28
OrbiMed
New York
$110M -$31.8M -560,700 -21%
CCI
29
Columbus Circle Investors
$107M -$17.5M -308,844 -13%
Renaissance Technologies
30
Renaissance Technologies
New York
$93.1M +$38.5M +680,013 +59%
DCP
31
DSM Capital Partners
Florida
$91.9M +$102M +1,800,486 New
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$82.7M +$58.5M +1,033,290 +176%
Citadel Advisors
33
Citadel Advisors
Florida
$81.8M +$76.6M +1,352,250 +542%
DDC
34
DF Dent & Co
Maryland
$80.3M +$6.92M +122,229 +8%
DGI
35
Disciplined Growth Investors
Minnesota
$76.7M +$737K +13,005 +0.9%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$70.7M +$2.32M +40,896 +3%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$70.6M -$1.12M -19,746 -1%
Legal & General Group
38
Legal & General Group
United Kingdom
$70.5M +$4.8M +84,672 +7%
Franklin Resources
39
Franklin Resources
California
$69.9M -$93.8K -1,656 -0.1%
TA
40
Teachers Advisors
New York
$67.6M +$14.5M +255,564 +24%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$60.3M +$819K +14,454 +1%
Millennium Management
42
Millennium Management
New York
$56M +$17.8M +313,380 +40%
RFC
43
Russell Frank Company
Washington
$55.5M -$19.6M -345,627 -24%
Deutsche Bank
44
Deutsche Bank
Germany
$50.2M -$1.44M -25,461 -3%
GC
45
Guggenheim Capital
Illinois
$49.1M -$11.5M -203,886 -17%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$48M -$1.58M -27,900 -3%
TAM
47
Tiverton Asset Management
Delaware
$46M – – –
CS
48
Credit Suisse
Switzerland
$45.3M -$3.18M -56,133 -6%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$44.9M +$531K +9,378 +1%
PPA
50
Parametric Portfolio Associates
Washington
$44.6M +$346K +6,102 +0.7%
1
2
3 4 5

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.