We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

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: 11 → 20 (+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: 632 → 613 (-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

Top Buyers

1
BlackRock
BlackRock
New York
+$1.95B
2
Goldman Sachs
Goldman Sachs
New York
+$753M
3
Edgewood Management
Edgewood Management
Connecticut
+$183M
4
Capital World Investors
Capital World Investors
California
+$160M
5
WRF
Waddell & Reed Financial
Kansas
+$129M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$298M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$85.8M
3
MNA
Manning & Napier Advisors
New York
-$77.2M
4
Brown Advisory
Brown Advisory
Maryland
-$72.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$72M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
601
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
OFW
602
Omnia Family Wealth
Florida
$5K – – –
TCM
603
Tradewinds Capital Management
Washington
$5K – – –
RFA
604
Reilly Financial Advisors
California
$4K – – –
WA
605
WealthTrust-Arizona
Arizona
$4K – – –
IWM
606
IHT Wealth Management
Illinois
$4K +$3.56K +45 New
TCCM
607
Timber Creek Capital Management
Massachusetts
$4K +$4.27K +54 New
RBC
608
Roble Belko & Company
Pennsylvania
$2K – – –
PFO
609
Pathstone Family Office
New Jersey
$2K +$2.13K +27 New
CAM
610
ClariVest Asset Management
California
$1K -$711 -9 -50%
AAP
611
Arax Advisory Partners
Colorado
$1K – – –
ABFS
612
Appropriate Balance Financial Services
Washington
$725 -$161K -2,043 -29%
SLF
613
Sun Life Financial
Ontario, Canada
$20 +$1.42K +18 +15%
1832 Asset Management
614
1832 Asset Management
Ontario, Canada
– -$72M -943,200 Closed
NSLI
615
Nan Shan Life Insurance
Taiwan
– -$23.4M -332,757 Closed
N
616
Natixis
France
– -$10.3M -146,718 Closed
Hudson Bay Capital Management
617
Hudson Bay Capital Management
Connecticut
– -$8.99M -113,850 Closed
Squarepoint
618
Squarepoint
New York
– -$7.15M -101,448 Closed
SP
619
Sarasin & Partners
United Kingdom
– -$6.84M -97,011 Closed
SCM
620
Stevens Capital Management
Pennsylvania
– -$6.4M -90,855 Closed
HSA
621
Hussman Strategic Advisors
Maryland
– -$6.34M -90,000 Closed
ARTA
622
A.R.T. Advisors
New York
– -$4.63M -65,700 Closed
Simplex Trading
623
Simplex Trading
Illinois
– -$4.89M -61,848 Closed
Wolverine Trading
624
Wolverine Trading
Illinois
– -$4.23M -60,039 Closed
Marshall Wace
625
Marshall Wace
United Kingdom
– -$3.24M -45,963 Closed
23 24
25
26 27

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.