We are live on ! Find out more
ISRG icon

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
WEC
551
Winslow Evans & Crocker
Massachusetts
$38.4K
AWM
552
Avior Wealth Management
Nebraska
$36K
BKA
553
Brick & Kyle Associates
Pennsylvania
$36K
QAM
554
QCI Asset Management
New York
$36K
EMG
555
ETF Managers Group
New Jersey
$36K +$34.5K +450 New
KLWA
556
Kelly Lawrence W & Associates
California
$35K
WP
557
WealthPLAN Partners
Nebraska
$33.7K -$32.4K -423 -50%
LOT
558
Lombard Odier Transatlantic
Quebec, Canada
$33K
MFBTD
559
MB Financial Bank - Trust Department
Illinois
$32K +$16.5K +216 +120%
IR
560
Invictus RG
Bermuda
$31K +$18.6K +243 +169%
FPFS
561
First Personal Financial Services
North Carolina
$30K
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$29K +$27.6K +360 New
FHA
563
First Horizon Advisors
Tennessee
$26K
ZB
564
Zions Bancorporation
Utah
$23K +$6.2K +81 +41%
DBT
565
Dubuque Bank & Trust
Iowa
$22K
MWP
566
MYCIO Wealth Partners
Pennsylvania
$22K +$7.58K +99 +55%
BWA
567
Burt Wealth Advisors
Maryland
$20K
KLI
568
Kelman-Lazarov Inc
Tennessee
$19.3K -$34.5K -450 -65%
PFBT
569
Parkside Financial Bank & Trust
Missouri
$19K
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$18K
GBBWRPM
571
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K
S
572
SignatureFD
Georgia
$18K +$4.82K +63 +39%
PCM
573
Penserra Capital Management
California
$18K +$6.89K +90 +63%
JFA
574
JNBA Financial Advisors
Minnesota
$18K +$17.2K +225 New
NFG
575
Next Financial Group
Texas
$17K

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.