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Intuitive Surgical
ISRG

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: 11 → 20 (+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: 632 → 613 (-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

Top Buyers

1
BlackRock
BlackRock
New York
+$1.95B
2
Goldman Sachs
Goldman Sachs
New York
+$753M
3
Edgewood Management
Edgewood Management
Connecticut
+$183M
4
Capital World Investors
Capital World Investors
California
+$160M
5
WRF
Waddell & Reed Financial
Kansas
+$129M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$298M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$85.8M
3
MNA
Manning & Napier Advisors
New York
-$77.2M
4
Brown Advisory
Brown Advisory
Maryland
-$72.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$72M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCMNY
501
Howard Capital Management (New York)
New York
$230K +$213K +2,700 New
SRC
502
Stone Run Capital
New York
$230K +$213K +2,700 New
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$223K -$24.9K -315 -11%
CCG
504
Cypress Capital Group
Florida
$218K +$203K +2,565 New
SPWA
505
SteelBridge Private Wealth Advisors
Florida
$218K +$203K +2,565 New
Susquehanna International Group
506
Susquehanna International Group
Pennsylvania
$215K -$2.81M -35,568 -93%
AW
507
Alpha Windward
Massachusetts
$215K -$12.1K -153 -6%
WAM
508
Wealthspire Advisors (Maryland)
Maryland
$215K +$3.56K +45 +2%
IA
509
IFP Advisors
Florida
$213K -$8.53K -108 -4%
CA
510
Cambridge Advisors
Nebraska
$209K +$194K +2,457 New
CAMG
511
CWA Asset Management Group
Florida
$207K +$192K +2,430 New
TC
512
Telemus Capital
Michigan
$207K +$192K +2,430 New
TAM
513
Trillium Asset Management
Massachusetts
$207K +$192K +2,430 New
AAM
514
Aureus Asset Management
Massachusetts
$205K +$173K +2,187 New
BBHC
515
Brown Brothers Harriman & Co
New York
$195K +$181K +2,295 New
EWM
516
Endurance Wealth Management
Rhode Island
$192K – – –
OAM
517
Oppenheimer Asset Management
New York
$190K +$176K +2,223 New
Bessemer Group
518
Bessemer Group
New Jersey
$177K +$24.2K +306 +17%
PAM
519
Paradigm Asset Management
New York
$153K +$142K +1,800 New
BC
520
Bartlett & Co
Ohio
$151K -$5.69K -72 -4%
FANJ
521
Financial Architects (New Jersey)
New Jersey
$150K -$8.53K -108 -6%
NEI
522
Northwest & Ethical Investments
Ontario, Canada
$141K – – –
HNB
523
Huntington National Bank
Ohio
$130K +$14.9K +189 +14%
PA
524
Parallel Advisors
California
$129K +$9.95K +126 +10%
CFN
525
Cordasco Financial Network
Florida
$123K – – –
19 20
21
22 23

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.