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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
CHP
526
Cable Hill Partners
Oregon
$120K
SF
527
Synovus Financial
Georgia
$120K
AIM
528
Acropolis Investment Management
Missouri
$115K +$107K +1,350 New
CSS
529
Cubist Systematic Strategies
Connecticut
$113K -$340K -4,302 -76%
GLI
530
Guardian Life Insurance
New York
$109K +$2.13K +27 +2%
SI
531
Stephens Inc
Arkansas
$107K -$81.8K -1,035 -45%
NFG
532
Next Financial Group
Texas
$101K -$1.42K -18 -2%
GWM
533
Geneos Wealth Management
Colorado
$100K -$711 -9 -0.8%
CBOA
534
Commonwealth Bank of Australia
Australia
$100K +$3.56K +45 +4%
MFBTD
535
MB Financial Bank - Trust Department
Illinois
$88K
Canada Pension Plan Investment Board
536
Canada Pension Plan Investment Board
Ontario, Canada
$84K +$70.4K +891 +900%
RIM
537
Rampart Investment Management
Connecticut
$82K +$76.1K +963 New
SSB
538
Sandy Spring Bank
Maryland
$78K
ANBT
539
American National Bank & Trust
Texas
$77K -$2.13K -27 -3%
SMFG
540
Sumitomo Mitsui Financial Group
Japan
$77K +$71.1K +900 New
CTC
541
Central Trust Company
Missouri
$65K
EA
542
Edge Advisors
Georgia
$61K
VIA
543
Vantage Investment Advisors
Pennsylvania
$57K -$12.1K -153 -18%
AOWM
544
Alpha Omega Wealth Management
Virginia
$57K
HI
545
Hudock Inc
Pennsylvania
$57K
TWA
546
TCI Wealth Advisors
Arizona
$54K -$14.2K -180 -22%
First Manhattan
547
First Manhattan
New York
$53K +$35.5K +450 +250%
HCC
548
Hirtle Callaghan & Co
Pennsylvania
$50K -$124K -1,575 -73%
Fifth Third Bancorp
549
Fifth Third Bancorp
Ohio
$48K
AIM
550
Advantage Investment Management
Iowa
$48K +$2.13K +27 +5%

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.