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Intuitive Surgical
ISRG

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: 578 → 611 (+33)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$436M
2
LS
Livforsakringsbolaget Skandia
Sweden
+$107M
3
JHIU
Janus Henderson Investors US
Colorado
+$72.6M
4
Goldman Sachs
Goldman Sachs
New York
+$70.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$67.6M

Top Sellers

1
TAM
Tiverton Asset Management
Delaware
-$1.3B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$312M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$134M
4
Morgan Stanley
Morgan Stanley
New York
-$122M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$95.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
501
McDaniel Terry & Co
Texas
$236K – – –
TSWM
502
Triangle Securities Wealth Management
North Carolina
$225K – – –
PCM
503
Prelude Capital Management
New York
$224K +$97.2K +1,269 +84%
FIB
504
First Interstate Bank
Montana
$217K – – –
JIC
505
Joel Isaacson & Co
New York
$217K – – –
ARTA
506
A.R.T. Advisors
New York
$217K +$207K +2,700 New
HCMNY
507
Howard Capital Management (New York)
New York
$217K +$207K +2,700 New
KFA
508
Kelleher Financial Advisors
New York
$217K +$207K +2,700 New
SRC
509
Stone Run Capital
New York
$217K +$207K +2,700 New
AW
510
Alpha Windward
Massachusetts
$214K -$4.13K -54 -2%
CG
511
Caprock Group
Idaho
$212K +$202K +2,637 New
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$212K +$202K +2,637 New
SCM
513
Stonebridge Capital Management
California
$209K +$199K +2,601 New
HCC
514
Hirtle Callaghan & Co
Pennsylvania
$205K – – –
IA
515
IFP Advisors
Florida
$204K -$10.3K -135 -5%
WAM
516
Wealthspire Advisors (Maryland)
Maryland
$199K +$55.8K +729 +42%
GT
517
Glenmede Trust
Pennsylvania
$198K – – –
FMLI
518
Fukoku Mutual Life Insurance
Japan
$191K +$13.8K +180 +8%
SI
519
Stephens Inc
Arkansas
$185K +$76.5K +999 +77%
EWM
520
Endurance Wealth Management
Rhode Island
$181K – – –
BC
521
Bartlett & Co
Ohio
$159K – – –
PA
522
Perceptive Advisors
New York
$145K +$138K +1,800 New
VOYA Investment Management
523
VOYA Investment Management
Georgia
$122K -$1.52M -19,863 -1%
CHP
524
Cable Hill Partners
Oregon
$112K – – –
SF
525
Synovus Financial
Georgia
$112K – – –
19 20
21
22 23

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.