Intuitive Surgical
ISRG
1,309 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 509 increasing their positions, 486 reducing their positions, and 102 closing their positions.
48% more call options, than puts
Call options by funds: $896M | Put options by funds: $608M
8% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 102
5% more repeat investments, than reductions
Existing positions increased: 509 | Existing positions reduced: 486
0.01% more ownership
Funds ownership: 82.49% → 82.5% (+0.01%)
1% less funds holding
Funds holding: 1,325 → 1,309 (-16)
7% less capital invested
Capital invested by funds: $59.2B → $55B (-$4.14B)
13% less funds holding in top 10
Funds holding in top 10: 30 → 26 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$317M |
| 2 |
Amundi
Paris,
France
|
+$312M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$218M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$187M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$151M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$738M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$316M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$250M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$176M |
| 5 |
Edgewood Management
Greenwich,
Connecticut
|
-$150M |
ISRG Hedge Fund Activity: Q3 2022 in Review
1,309 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2022, worth a combined $55B — down 7% from $59.2B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new ISRG positions and 102 closed out — a net gain of 8 holders — while 509 added to existing stakes and 486 trimmed.
The largest buyer was BlackRock, adding an estimated $317M. The largest seller was Polen Capital Management, cutting an estimated $738M.
- 1,309 institutional investors held Intuitive Surgical (ISRG) as of Q3 2022, down from 1,325 in Q2 2022.
- Funds reported $55B of Intuitive Surgical stock for Q3 2022, down 7% quarter-over-quarter.
- 110 funds opened new Intuitive Surgical positions in Q3 2022 and 102 closed out, a net change of +8 holders.
- The largest Intuitive Surgical buyer in Q3 2022 was BlackRock, an estimated $317M added.
- The largest Intuitive Surgical seller in Q3 2022 was Polen Capital Management, an estimated $738M sold.
Based on aggregated 13F filings for Q3 2022.