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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
PHK
651
Point72 Hong Kong
Hong Kong
-$330K -4,689 Closed
SM
652
SG3 Management
Puerto Rico
-$355K -4,500 Closed
HCA
653
Harbour Capital Advisors
Virginia
-$266K -3,780 Closed
AIM
654
Assured Investment Management
New York
-$254K -3,600 Closed
ZIM
655
Zacks Investment Management
Illinois
-$245K -3,474 Closed
LPL Financial
656
LPL Financial
California
-$244K -3,420 Closed
ACP
657
Aveo Capital Partners
Colorado
-$232K -3,294 Closed
SWP
658
Stratos Wealth Partners
Ohio
-$226K -3,213 Closed
WB
659
WesBanco Bank
West Virginia
-$211K -2,997 Closed
CG
660
Clinton Group
New York
-$207K -2,934 Closed
NA
661
NewEdge Advisors
Louisiana
-$216K -2,916 Closed
AIM
662
Acrospire Investment Management
Illinois
-$127K -1,800 Closed
PCM
663
Prelude Capital Management
New York
-$98K -1,386 Closed
FIB
664
First Interstate Bank
Montana
-$63K -900 Closed
AA
665
Ancora Advisors
Ohio
-$32K -450 Closed
IR
666
Invictus RG
Bermuda
-$25K -351 Closed
CIM
667
Contravisory Investment Management
Massachusetts
-$22K -315 Closed
PCM
668
Penserra Capital Management
California
-$20K -297 Closed
NFM
669
North Forty Management
Washington
-$19K -270 Closed
KLI
670
Kelman-Lazarov Inc
Tennessee
-$17.1K -243 Closed
EARNEST Partners
671
EARNEST Partners
Georgia
-$11K -153 Closed
EF
672
Empirical Finance
Pennsylvania
-$11K -153 Closed
PFS
673
Physicians Financial Services
North Carolina
-$10K -135 Closed
IWA
674
IBEX Wealth Advisors
New Jersey
-$9K -126 Closed
KKAMG
675
Kernodle & Katon Asset Management Group
Arkansas
-$8K -117 Closed

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.