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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
Millennium Management
26
Millennium Management
New York
$187M +$33.5M +437,283 +23%
WRF
27
Waddell & Reed Financial
Kansas
$183M -$11.6M -151,308 -6%
Goldman Sachs
28
Goldman Sachs
New York
$177M +$70.2M +916,920 +72%
TA
29
Teachers Advisors
New York
$159M -$5.51M -72,009 -4%
O
30
OrbiMed
New York
$136M -$75.8M -990,000 -37%
Legal & General Group
31
Legal & General Group
United Kingdom
$128M +$954K +12,465 +0.8%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$124M +$16.6M +217,260 +16%
MNA
33
Manning & Napier Advisors
New York
$120M -$7.23M -94,365 -6%
Artisan Partners
34
Artisan Partners
Wisconsin
$119M -$3.03M -39,510 -3%
BA
35
BlackRock Advisors
Delaware
$117M +$6.14M +80,235 +6%
Franklin Resources
36
Franklin Resources
California
$115M +$1.41M +18,450 +1%
DGI
37
Disciplined Growth Investors
Minnesota
$114M -$852K -11,133 -0.8%
JHIU
38
Janus Henderson Investors US
Colorado
$112M +$72.6M +948,501 +217%
PI
39
Putnam Investments
Massachusetts
$111M +$15.3M +199,539 +17%
DDC
40
DF Dent & Co
Maryland
$109M -$2.22M -28,998 -2%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$98.9M +$1.07M +13,995 +1%
Bank of America
42
Bank of America
North Carolina
$96.6M -$2.94M -38,340 -3%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$91.8M -$454K -5,931 -0.5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$90.3M +$14.1M +183,942 +20%
Charles Schwab
45
Charles Schwab
California
$83M +$8.08M +105,552 +11%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$82.2M +$2.09M +27,342 +3%
BIM
47
BlackRock Investment Management
Delaware
$80.7M -$42.5M -554,976 -36%
Swiss National Bank
48
Swiss National Bank
Switzerland
$76.4M +$482K +6,300 +0.7%
PAMU
49
Pictet Asset Management (UK)
United Kingdom
$76.3M -$1.41M -18,387 -2%
Deutsche Bank
50
Deutsche Bank
Germany
$74.7M +$14.9M +195,183 +27%

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.