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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
CCG
476
Cypress Capital Group
Florida
$291K +$277K +3,618 New
IFAM
477
Institutional & Family Asset Management
Colorado
$290K
RIL
478
Rothschild Investment LLC
Illinois
$290K
EMG
479
Ellington Management Group
Connecticut
$290K +$276K +3,600 New
WAS
480
WESPAC Advisors SoCal
California
$286K
TCOV
481
Trust Company of Vermont
Vermont
$286K
CCP
482
Corient Capital Partners
California
$285K +$271K +3,537 New
PL
483
Parkwood LLC
Ohio
$281K +$267K +3,483 New
CIM
484
CenturyLink Investment Management
Colorado
$279K +$265K +3,465 New
GCP
485
GSA Capital Partners
United Kingdom
$278K -$1.21M -15,759 -82%
CIP
486
Convergence Investment Partners
Florida
$278K +$264K +3,447 New
TIA
487
Tiemann Investment Advisors
California
$272K -$10.3K -135 -4%
BBNB
488
Baker Boyer National Bank
Washington
$267K
TTWM
489
TCV Trust & Wealth Management
Virginia
$265K
WSTAM
490
Wilbanks Smith & Thomas Asset Management
Virginia
$261K
Mirae Asset Global Investments
491
Mirae Asset Global Investments
South Korea
$258K -$35.1K -459 -13%
IB
492
Intrust Bank
Kansas
$252K +$240K +3,132 New
CSIC
493
Clifford Swan Investment Counsel
California
$250K
CLOS
494
Compagnie Lombard Odier SCmA
Switzerland
$250K
CFA
495
Cahill Financial Advisors
Minnesota
$247K +$234K +3,060 New
WB
496
WesBanco Bank
West Virginia
$241K -$15.2K -198 -6%
CAN
497
Cetera Advisor Networks
California
$241K +$229K +2,997 New
PGFC
498
Peapack-Gladstone Financial Corp
New Jersey
$239K
1SB
499
1ST Source Bank
Indiana
$239K -$13.1K -171 -5%
ARMT
500
Amica Retiree Medical Trust
Rhode Island
$239K

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.