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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
CCM
576
Cribstone Capital Management
Maine
$15K
CIM
577
Contravisory Investment Management
Massachusetts
$15K +$14.5K +189 New
WOC
578
West Oak Capital
California
$14.5K +$13.8K +180 New
CAW
579
Cornerstone Advisors (Washington)
Washington
$14K
First Manhattan
580
First Manhattan
New York
$14K
SHJ
581
Sharkey, Howes & Javer
Colorado
$14K
KPCM
582
Kings Point Capital Management
New York
$13K +$12.4K +162 New
TDC
583
Thompson Davis & Co
Virginia
$12K -$214K -2,799 -95%
GAM
584
Gemmer Asset Management
California
$12K
PFSC
585
Peoples Financial Services Corp
Pennsylvania
$11K
SA
586
SRH Advisors
Kansas
$11K
LYV
587
Live Your Vision
Pennsylvania
$11K +$10.3K +135 New
CHC
588
City Holding Co
West Virginia
$10K
PFS
589
Physicians Financial Services
North Carolina
$10K
PCP
590
Proficio Capital Partners
Massachusetts
$9K
KKAMG
591
Kernodle & Katon Asset Management Group
Arkansas
$8K +$2.07K +27 +38%
BWP
592
Baldwin Wealth Partners
Massachusetts
$7K
NHFG
593
New Harbor Financial Group
Massachusetts
$7K
TFO
594
Tarbox Family Office
California
$7K
QCG
595
Quadrant Capital Group
Ohio
$7K +$2.07K +27 +27%
WTB
596
Washington Trust Bank
Washington
$6K +$5.51K +72 New
FAM
597
Fortaleza Asset Management
Illinois
$5.07K +$4.82K +63 New
FANJ
598
Financial Architects (New Jersey)
New Jersey
$5K
IWMPD
599
Integrated Wealth Management (Palm Desert)
California
$5K
JIM
600
Jupiter Investment Management
United Kingdom
$5K

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.