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
GBBWRPM
576
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K
PCP
577
Proficio Capital Partners
Massachusetts
$20K +$6.4K +81 +69%
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$19K
SPIA
579
Steward Partners Investment Advisory
New York
$19K +$17.8K +225 New
CCM
580
Cribstone Capital Management
Maine
$16K
AAF
581
Andra AP-fonden
Sweden
$15.1K -$2M -25,380 -13%
SHJ
582
Sharkey, Howes & Javer
Colorado
$15K
IUHSA
583
Itau Unibanco Holding S.A.
Brazil
$15K +$14.2K +180 New
BWA
584
Burt Wealth Advisors
Maryland
$14K -$7.11K -90 -36%
KPCM
585
Kings Point Capital Management
New York
$14K
GAM
586
Gemmer Asset Management
California
$12K
SA
587
SRH Advisors
Kansas
$12K
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$11.5K
CHC
589
City Holding Co
West Virginia
$11K
LYV
590
Live Your Vision
Pennsylvania
$11K
PFSC
591
Peoples Financial Services Corp
Pennsylvania
$11K
AIM
592
Arcadia Investment Management
Michigan
$11K +$10.7K +135 New
ZB
593
Zions Bancorporation
Utah
$8K -$13.5K -171 -61%
QCG
594
Quadrant Capital Group
Ohio
$8K
GEA
595
Glen Eagle Advisors
New Jersey
$7.66K
PFBT
596
Parkside Financial Bank & Trust
Missouri
$7K
TFO
597
Tarbox Family Office
California
$7K
TDC
598
Thompson Davis & Co
Virginia
$7K
JIM
599
Jupiter Investment Management
United Kingdom
$6K -$7.61M -96,282 -100%
GBT
600
Grove Bank & Trust
Florida
$6K

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.