Intuitive Surgical
ISRG
946 hedge funds and large institutions have $57B invested in Intuitive Surgical in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 345 increasing their positions, 329 reducing their positions, and 80 closing their positions.
26% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 80
22% more capital invested
Capital invested by funds: $46.7B → $57B (+$10.3B)
2.61% more ownership
Funds ownership: 257.74% → 260.35% (+2.6%)
5% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 329
1% more funds holding
Funds holding: 938 → 946 (+8)
23% less funds holding in top 10
Funds holding in top 10: 40 → 31 (-9)
43% less call options, than puts
Call options by funds: $949M | Put options by funds: $1.67B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$389M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$247M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$247M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$154M |
| 5 |
State Street
Boston,
Massachusetts
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HM
HealthCor Management
New York
|
-$135M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$115M |
| 3 |
Renaissance Technologies
New York
|
-$110M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$103M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$73.3M |
ISRG Hedge Fund Activity: Q1 2019 in Review
946 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2019, worth a combined $57B — up 22% from $46.7B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new ISRG positions and 80 closed out — a net gain of 21 holders — while 345 added to existing stakes and 329 trimmed.
The largest buyer was Jennison Associates, adding an estimated $389M. The largest seller was HealthCor Management, cutting an estimated $135M.
- 946 institutional investors held Intuitive Surgical (ISRG) as of Q1 2019, up from 938 in Q4 2018.
- Funds reported $57B of Intuitive Surgical stock for Q1 2019, up 22% quarter-over-quarter.
- 101 funds opened new Intuitive Surgical positions in Q1 2019 and 80 closed out, a net change of +21 holders.
- The largest Intuitive Surgical buyer in Q1 2019 was Jennison Associates, an estimated $389M added.
- The largest Intuitive Surgical seller in Q1 2019 was HealthCor Management, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2019.