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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
AAMU
626
Amundi Asset Management US
Massachusetts
– -$3.22M -45,729 Closed
GAM
627
Gotham Asset Management
New York
– -$1.71M -24,282 Closed
Walleye Trading
628
Walleye Trading
New York
– -$1.87M -23,634 Closed
BCI
629
Brinker Capital Investments
Pennsylvania
– -$1.34M -19,071 Closed
QT
630
Quantbot Technologies
New York
– -$1.28M -18,180 Closed
BPCE
631
Bank Pictet & Cie (Europe)
Germany
– -$1.27M -18,072 Closed
HHC
632
Hutchin Hill Capital
New York
– -$1.27M -18,000 Closed
MC
633
Maverick Capital
Texas
– -$1.11M -15,750 Closed
BA
634
Bridgewater Associates
Connecticut
– -$1.08M -15,300 Closed
AL
635
Airain Ltd
Guernsey
– -$1.01M -14,400 Closed
LCM
636
Laurion Capital Management
New York
– -$1.01M -14,400 Closed
BA
637
Birinyi Associates
Connecticut
– -$761K -10,800 Closed
IA
638
Icon Advisers
Colorado
– -$761K -10,800 Closed
GS
639
GAM Systematic
United Kingdom
– -$726K -10,305 Closed
TW
640
Transform Wealth
Colorado
– -$568K -8,055 Closed
GCP
641
GSA Capital Partners
United Kingdom
– -$550K -7,803 Closed
IAM
642
Integre Asset Management
New York
– -$550K -7,803 Closed
ST
643
Spot Trading
Illinois
– -$511K -7,254 Closed
GCA
644
Gideon Capital Advisors
New York
– -$502K -7,119 Closed
DIA
645
Denver Investment Advisors
Colorado
– -$492K -6,984 Closed
Jennison Associates
646
Jennison Associates
New York
– -$395K -5,607 Closed
IG
647
ING Group
Netherlands
– -$383K -5,409 Closed
WCM
648
Washington Capital Management
Washington
– -$381K -5,400 Closed
VF
649
Virtu Financial
New York
– -$356K -5,058 Closed
CCA
650
Catalyst Capital Advisors
New York
– -$349K -4,950 Closed
24 25
26
27 28

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.