We are live on ! Find out more
ISRG icon

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
CFA
551
Carroll Financial Associates
North Carolina
$42K
VCM
552
Versant Capital Management
Arizona
$42K
AA
553
AlphaMark Advisors
Kentucky
$41K
WEC
554
Winslow Evans & Crocker
Massachusetts
$40.6K
AWM
555
Avior Wealth Management
Nebraska
$38K
BKA
556
Brick & Kyle Associates
Pennsylvania
$38K
QAM
557
QCI Asset Management
New York
$38K
BTIS
558
BB&T Investment Services
North Carolina
$38K +$19.2K +243 +129%
AIL
559
AGF Investments LLC
Ontario, Canada
$37K -$27K -342 -44%
KLWA
560
Kelly Lawrence W & Associates
California
$37K
BFEC
561
Benjamin F. Edwards & Company
Missouri
$34K +$32K +405 New
Winslow Capital Management
562
Winslow Capital Management
Minnesota
$33K -$298M -3,772,152 -100%
FHA
563
First Horizon Advisors
Tennessee
$33K +$4.27K +54 +17%
TSW
564
Thompson Siegel & Walmsley
Virginia
$31K -$14.2K -180 -33%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$31K
FPFS
566
First Personal Financial Services
North Carolina
$31K
HIIFS
567
Harel Insurance Investments & Financial Services
Israel
$31K
WOC
568
West Oak Capital
California
$27.6K +$25.6K +324 New
WPA
569
West Paces Advisors
Georgia
$24.5K
MUS
570
Mitsubishi UFJ Securities
Japan
$23K -$42.7K -540 -67%
DBT
571
Dubuque Bank & Trust
Iowa
$23K
NSIM
572
North Star Investment Management
Illinois
$23K
PFGIA
573
Patriot Financial Group Insurance Agency
Massachusetts
$23K
CAW
574
Cornerstone Advisors (Washington)
Washington
$21K
PB
575
Pinnacle Bancorp
Nebraska
$21K +$19.2K +243 New

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.