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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
AIM
526
Acropolis Investment Management
Missouri
$109K +$103K +1,350 New
HNB
527
Huntington National Bank
Ohio
$108K
CFN
528
Cordasco Financial Network
Florida
$106K
GLI
529
Guardian Life Insurance
New York
$101K
CBOA
530
Commonwealth Bank of Australia
Australia
$97K
GWM
531
Geneos Wealth Management
Colorado
$95K +$4.82K +63 +6%
KT
532
Kanaly Trust
Texas
$76K -$3.45K -45 -5%
AIM
533
Acrospire Investment Management
Illinois
$72K
ANBT
534
American National Bank & Trust
Texas
$72K
Bessemer Group
535
Bessemer Group
New Jersey
$72K
LWM
536
LBA Wealth Management
Florida
$72K
SAMC
537
Shinko Asset Management Company
Japan
$70K
VIA
538
Vantage Investment Advisors
Pennsylvania
$65K +$10.3K +135 +20%
SSB
539
Sandy Spring Bank
Maryland
$63K
CTC
540
Central Trust Company
Missouri
$61K
HI
541
Hudock Inc
Pennsylvania
$54K
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
$52K -$689 -9 -1%
TWA
543
TCI Wealth Advisors
Arizona
$51K
AA
544
AlphaMark Advisors
Kentucky
$49K
Fifth Third Bancorp
545
Fifth Third Bancorp
Ohio
$46K -$4.13K -54 -9%
TSW
546
Thompson Siegel & Walmsley
Virginia
$43K
AIM
547
Advantage Investment Management
Iowa
$43K +$40.7K +531 New
VCM
548
Versant Capital Management
Arizona
$41K +$2.07K +27 +6%
CFA
549
Carroll Financial Associates
North Carolina
$40K
WIC
550
Woodmont Investment Counsel
Tennessee
$39K +$37.2K +486 New

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.