Intuitive Surgical
ISRG
578 hedge funds and large institutions have $23.6B invested in Intuitive Surgical in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 219 increasing their positions, 193 reducing their positions, and 36 closing their positions.
58% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 36
50% more funds holding in top 10
Funds holding in top 10: 14 → 21 (+7)
13% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 193
10% more capital invested
Capital invested by funds: $21.4B → $23.6B (+$2.18B)
2% more funds holding
Funds holding: 564 → 578 (+14)
25% less call options, than puts
Call options by funds: $392M | Put options by funds: $526M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
+$1.17B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$187M |
| 3 |
JP Morgan Chase
New York
|
+$183M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$103M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$69.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$3.45B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$240M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$213M |
| 4 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$157M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$129M |
ISRG Hedge Fund Activity: Q2 2016 in Review
578 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2016, worth a combined $23.6B — up 10% from $21.4B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ISRG positions and 36 closed out — a net gain of 21 holders — while 219 added to existing stakes and 193 trimmed.
The largest buyer was Tiverton Asset Management, adding an estimated $1.17B. The largest seller was Royal London Asset Management, cutting an estimated $3.45B.
- 578 institutional investors held Intuitive Surgical (ISRG) as of Q2 2016, up from 564 in Q1 2016.
- Funds reported $23.6B of Intuitive Surgical stock for Q2 2016, up 10% quarter-over-quarter.
- 57 funds opened new Intuitive Surgical positions in Q2 2016 and 36 closed out, a net change of +21 holders.
- The largest Intuitive Surgical buyer in Q2 2016 was Tiverton Asset Management, an estimated $1.17B added.
- The largest Intuitive Surgical seller in Q2 2016 was Royal London Asset Management, an estimated $3.45B sold.
Based on aggregated 13F filings for Q2 2016.