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Intuitive Surgical

857 hedge funds and large institutions have $46.7B invested in Intuitive Surgical in 2018 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 330 increasing their positions, 268 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 2431 (+7)

23% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 268

15% more capital invested

Capital invested by funds: $40.6B → $46.7B (+$6.09B)

8% more funds holding

Funds holding: 790857 (+67)

1.99% less ownership

Funds ownership: 261.04%259.05% (-2%)

62% less call options, than puts

Call options by funds: $934M | Put options by funds: $2.44B

Holders
857
Holders Change
+67
Holders Change %
+8.48%
% of All Funds
19.62%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.71%
New
110
Increased
330
Reduced
268
Closed
38
Calls
$934M
Puts
$2.44B
Net Calls
-$1.51B
Net Calls Change
-$391M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Carmignac Gestion
France
$307M -$37.9M -248,388 -11%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$285M -$239M -1,570,197 -47%
Deutsche Bank
28
Deutsche Bank
Germany
$276M +$114M +746,229 +76%
Goldman Sachs
29
Goldman Sachs
New York
$273M -$133M -871,263 -34%
Legal & General Group
30
Legal & General Group
United Kingdom
$263M -$22.2M -145,314 -8%
Allianz Asset Management
31
Allianz Asset Management
Germany
$249M +$11.8M +77,499 +5%
Citadel Advisors
32
Citadel Advisors
Florida
$245M +$38.2M +250,326 +19%
TA
33
Teachers Advisors
New York
$241M -$7.7M -50,517 -3%
Millennium Management
34
Millennium Management
New York
$237M +$115M +753,357 +103%
PAMU
35
Pictet Asset Management (UK)
United Kingdom
$234M -$75.9M -497,394 -25%
JIM
36
Jupiter Investment Management
United Kingdom
$233M -$20.1M -132,129 -8%
GXMC
37
Global X Management Company
New York
$220M -$14M -91,860 -6%
Swiss National Bank
38
Swiss National Bank
Switzerland
$216M -$23.3M -153,000 -10%
Charles Schwab
39
Charles Schwab
California
$204M +$8.18M +53,607 +4%
CS
40
Credit Suisse
Switzerland
$202M -$28.6M -187,509 -13%
AQR Capital Management
41
AQR Capital Management
Connecticut
$199M +$31.2M +204,684 +20%
DGI
42
Disciplined Growth Investors
Minnesota
$182M -$9.26M -60,690 -5%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$180M +$1.29M +8,442 +0.8%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$179M -$11.4M -75,036 -6%
UBS AM
45
UBS AM
Illinois
$163M -$49.6M -325,164 -24%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$162M -$23.3M -152,532 -13%
Wells Fargo
47
Wells Fargo
California
$155M -$11.2M -73,737 -7%
PPA
48
Parametric Portfolio Associates
Washington
$153M +$3.86M +25,305 +3%
PI
49
Putnam Investments
Massachusetts
$149M +$4.02M +26,385 +3%
Axa
50
Axa
France
$147M +$2.89M +18,918 +2%

ISRG Hedge Fund Activity: Q2 2018 in Review

857 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2018, worth a combined $46.7B — up 15% from $40.6B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new ISRG positions and 38 closed out — a net gain of 72 holders — while 330 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $489M. The largest seller was Baillie Gifford & Co, cutting an estimated $312M.

  • 857 institutional investors held Intuitive Surgical (ISRG) as of Q2 2018, up from 790 in Q1 2018.
  • Funds reported $46.7B of Intuitive Surgical stock for Q2 2018, up 15% quarter-over-quarter.
  • 110 funds opened new Intuitive Surgical positions in Q2 2018 and 38 closed out, a net change of +72 holders.
  • The largest Intuitive Surgical buyer in Q2 2018 was Fidelity Investments, an estimated $489M added.
  • The largest Intuitive Surgical seller in Q2 2018 was Baillie Gifford & Co, an estimated $312M sold.

Based on aggregated 13F filings for Q2 2018.