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Intuitive Surgical

613 hedge funds and large institutions have $27.7B invested in Intuitive Surgical in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 174 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

59.11% more ownership

Funds ownership: 828.24%887.35% (+59%)

23% more capital invested

Capital invested by funds: $22.6B → $27.7B (+$5.11B)

3% less funds holding

Funds holding: 632613 (-19)

11% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 73

33% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 259

38% less call options, than puts

Call options by funds: $547M | Put options by funds: $880M

Holders
613
Holders Change
-19
Holders Change %
-3.01%
% of All Funds
15.26%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
65
Increased
174
Reduced
259
Closed
73
Calls
$547M
Puts
$880M
Net Calls
-$333M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ID
476
Integral Derivatives
New York
$289K +$268K +3,393 New
TIA
477
Tiemann Investment Advisors
California
$287K
HAG
478
HighPoint Advisor Group
Illinois
$287K +$219K +2,772 New
TRCT
479
Tower Research Capital (TRC)
New York
$283K -$191K -2,421 -42%
BBNB
480
Baker Boyer National Bank
Washington
$282K
WSTAM
481
Wilbanks Smith & Thomas Asset Management
Virginia
$282K
AFP
482
Ausdal Financial Partners
Iowa
$278K -$14.2K -180 -5%
NPF
483
Norris Perne & French
Michigan
$276K -$53.3K -675 -17%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$273K +$253K +3,204 New
Nomura Holdings
485
Nomura Holdings
Japan
$266K -$1.43M -18,135 -85%
CCP
486
Corient Capital Partners
California
$266K -$34.8K -441 -12%
Janney Montgomery Scott
487
Janney Montgomery Scott
Pennsylvania
$265K -$151K -1,917 -38%
CSIC
488
Clifford Swan Investment Counsel
California
$264K
CFA
489
Cahill Financial Advisors
Minnesota
$261K
KFS
490
Kissinger Financial Services
Maryland
$256K +$237K +3,006 New
TTWM
491
TCV Trust & Wealth Management
Virginia
$253K -$24.9K -315 -10%
ARMT
492
Amica Retiree Medical Trust
Rhode Island
$253K
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
$253K
MTC
494
McDaniel Terry & Co
Texas
$249K
1SB
495
1ST Source Bank
Indiana
$246K -$1.42K -18 -0.6%
PG
496
PEAK6 Group
Illinois
$239K -$8.26M -104,625 -97%
TSWM
497
Triangle Securities Wealth Management
North Carolina
$238K +$220K +2,790 New
EIA
498
Edgemoor Investment Advisors
Maryland
$238K +$221K +2,799 New
CCM
499
CrestPoint Capital Management
Missouri
$230K -$711K -9,000 -77%
JIC
500
Joel Isaacson & Co
New York
$230K

ISRG Hedge Fund Activity: Q1 2017 in Review

613 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2017, worth a combined $27.7B — up 23% from $22.6B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of ISRG and 65 opened new positions — a net loss of 8 holders — while 259 trimmed existing stakes and 174 added.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Winslow Capital Management, cutting an estimated $298M.

  • 613 institutional investors held Intuitive Surgical (ISRG) as of Q1 2017, down from 632 in Q4 2016.
  • Funds reported $27.7B of Intuitive Surgical stock for Q1 2017, up 23% quarter-over-quarter.
  • 65 funds opened new Intuitive Surgical positions in Q1 2017 and 73 closed out, a net change of -8 holders.
  • The largest Intuitive Surgical buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuitive Surgical seller in Q1 2017 was Winslow Capital Management, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2017.