We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

506 hedge funds and large institutions have $17.4B invested in Intuitive Surgical in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 163 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

12% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $16.4B → $17.4B (+$937M)

4% more funds holding

Funds holding: 487 → 506 (+19)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

39% less call options, than puts

Call options by funds: $313M | Put options by funds: $514M

Holders
506
Holders Change
+19
Holders Change %
+3.9%
% of All Funds
14.13%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
62
Increased
182
Reduced
163
Closed
40
Calls
$313M
Puts
$514M
Net Calls
-$201M
Net Calls Change
-$116M

Top Buyers

1
MNA
Manning & Napier Advisors
New York
+$224M
2
DCP
DSM Capital Partners
Florida
+$102M
3
Capital World Investors
Capital World Investors
California
+$96M
4
Citadel Advisors
Citadel Advisors
Florida
+$76.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$58.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
CNB
City National Bank
California
-$55.4M
4
SP
Sarasin & Partners
United Kingdom
-$55.1M
5
Brown Advisory
Brown Advisory
Maryland
-$55M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRCM
526
Pine River Capital Management
Minnesota
– -$485K -9,000 Closed
BJL
527
Brighton Jones LLC
Washington
– -$466K -8,658 Closed
FPC
528
Falcon Point Capital
California
– -$367K -6,822 Closed
EGM
529
Engineers Gate Manager
New York
– -$363K -6,750 Closed
FAAS
530
First Allied Advisory Services
California
– -$307K -5,850 Closed
FTIOP
531
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$310K -5,760 Closed
N
532
Natixis
France
– -$297K -5,508 Closed
RCM
533
Reynolds Capital Management
Nevada
– -$291K -5,400 Closed
BA
534
Birinyi Associates
Connecticut
– -$242K -4,500 Closed
WF
535
Welch & Forbes
Massachusetts
– -$230K -4,275 Closed
RW
536
Rand Wealth
Maryland
– -$228K -4,230 Closed
SIC
537
SFE Investment Counsel
California
– -$228K -4,230 Closed
Two Sigma Advisers
538
Two Sigma Advisers
New York
– -$207K -3,852 Closed
JT
539
Jump Trading
Illinois
– -$145K -2,700 Closed
AGM
540
Alpine Global Management
New York
– -$81K -1,512 Closed
PHK
541
Point72 Hong Kong
Hong Kong
– -$68K -1,260 Closed
ACPU
542
Arrowgrass Capital Partners (US)
Delaware
– -$55K -1,026 Closed
MCM
543
MV Capital Management
Maryland
– -$25K -468 Closed
PG
544
Patten Group
Tennessee
– -$24.2K -450 Closed
Schroder Investment Management Group
545
Schroder Investment Management Group
United Kingdom
– -$22K -405 Closed
FANJ
546
Financial Architects (New Jersey)
New Jersey
– -$3K -63 Closed
18 19 20 21
22

ISRG Hedge Fund Activity: Q3 2015 in Review

506 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2015, worth a combined $17.4B — up 5.7% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ISRG positions and 40 closed out — a net gain of 22 holders — while 182 added to existing stakes and 163 trimmed.

The largest buyer was Manning & Napier Advisors, adding an estimated $224M. The largest seller was Wellington Management Group, cutting an estimated $204M.

  • 506 institutional investors held Intuitive Surgical (ISRG) as of Q3 2015, up from 487 in Q2 2015.
  • Funds reported $17.4B of Intuitive Surgical stock for Q3 2015, up 5.7% quarter-over-quarter.
  • 62 funds opened new Intuitive Surgical positions in Q3 2015 and 40 closed out, a net change of +22 holders.
  • The largest Intuitive Surgical buyer in Q3 2015 was Manning & Napier Advisors, an estimated $224M added.
  • The largest Intuitive Surgical seller in Q3 2015 was Wellington Management Group, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2015.