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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
TI
626
Trexquant Investment
Connecticut
-$860K -11,700 Closed
EDRH
627
Edmond de Rothschild Holding
Switzerland
-$681K -9,270 Closed
EDRS
628
Edmond de Rothschild (Suisse)
Switzerland
-$681K -9,270 Closed
HF
629
HRT Financial
New York
-$460K -6,264 Closed
WP
630
WMS Partners
Maryland
-$450K -6,120 Closed
AT
631
Arden Trust
Delaware
-$300 -4,086 Closed
HI
632
HBK Investments
Texas
-$299K -4,068 Closed
FMBTD
633
First Midwest Bank Trust Division
Illinois
-$289K -3,924 Closed
PAM
634
Princeton Alpha Management
New Jersey
-$239K -3,258 Closed
CC
635
Courier Capital
New York
-$238K -3,240 Closed
LOAMS
636
Lombard Odier Asset Management (Switzerland)
Switzerland
-$209K -2,844 Closed
Northwestern Mutual Wealth Management
637
Northwestern Mutual Wealth Management
Wisconsin
-$197K -2,673 Closed
PAIA
638
Park Avenue Institutional Advisers
New York
-$156K -2,124 Closed
AIM
639
Arcadia Investment Management
Michigan
-$50K -675 Closed
FFC
640
First Financial Corp
Indiana
-$46K -630 Closed
TRCT
641
Tower Research Capital (TRC)
New York
-$38K -522 Closed
SGH
642
Sivik Global Healthcare
Connecticut
-$17K -225 Closed
VCM
643
Vigilant Capital Management
Maine
-$7K -90 Closed
PMFA
644
Plante Moran Financial Advisors
Michigan
-$3K -45 Closed
KTC
645
Kistler-Tiffany Companies
Pennsylvania
-$2K -27 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.