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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
EFSCE
601
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
RFA
602
Reilly Financial Advisors
California
$4K
SIG
603
Stanford Investment Group
California
$4K
TCM
604
Tradewinds Capital Management
Washington
$4K
WA
605
WealthTrust-Arizona
Arizona
$4K
WAS
606
Winch Advisory Services
Wisconsin
$4K +$3.45K +45 New
SIC
607
Salem Investment Counselors
North Carolina
$3.55K
HCM
608
Herndon Capital Management
Georgia
$3K
MFW
609
Mosaic Family Wealth
Missouri
$2K
DPA
610
Delphi Private Advisors
California
$1K -$2.07K -27 -60%
VNA
611
Valley National Advisers
Pennsylvania
$1K +$689 +9 New
CAM
612
ClariVest Asset Management
California
$1K +$1.38K +18 New
Alyeska Investment Group
613
Alyeska Investment Group
Illinois
-$69.7M -949,077 Closed
QI
614
Qualcomm Inc
California
-$10.8M -146,700 Closed
Susquehanna International Group
615
Susquehanna International Group
Pennsylvania
-$10.6M -138,969 Closed
GAM
616
Gotham Asset Management
New York
-$8.77M -119,286 Closed
Balyasny Asset Management
617
Balyasny Asset Management
Illinois
-$5.1M -69,426 Closed
Schroder Investment Management Group
618
Schroder Investment Management Group
United Kingdom
-$3M -40,860 Closed
Mackenzie Financial
619
Mackenzie Financial
Ontario, Canada
-$2.23M -30,312 Closed
BA
620
BKS Advisors
Michigan
-$2.05M -27,891 Closed
HIM
621
Hutchens Investment Management
New Hampshire
-$1.9M -25,830 Closed
MAM
622
Meeder Asset Management
Ohio
-$1.8M -24,543 Closed
EA
623
Euclid Advisors
Connecticut
-$1.75M -23,877 Closed
Hudson Bay Capital Management
624
Hudson Bay Capital Management
Connecticut
-$1.76M -23,004 Closed
MLL
625
Moody Lynn & Lieberson
Massachusetts
-$1.61M -21,879 Closed

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.