Intuitive Surgical
ISRG
487 hedge funds and large institutions have $16.4B invested in Intuitive Surgical in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 51 closing their positions.
1% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 171
3% less capital invested
Capital invested by funds: $17B → $16.4B (-$576M)
4% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 51
2% less funds holding
Funds holding: 497 → 487 (-10)
18% less call options, than puts
Call options by funds: $401M | Put options by funds: $486M
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$425M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$147M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$110M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$93.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$58.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$117M |
| 2 |
O
OrbiMed
New York
|
-$54.6M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$53.8M |
| 4 |
Millennium Management
New York
|
-$53.5M |
| 5 |
Renaissance Technologies
New York
|
-$51M |
ISRG Hedge Fund Activity: Q2 2015 in Review
487 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2015, worth a combined $16.4B — down 3.4% from $17B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of ISRG and 49 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 169 added.
The largest buyer was Wellington Management Group, adding an estimated $425M. The largest seller was Morgan Stanley, cutting an estimated $117M.
- 487 institutional investors held Intuitive Surgical (ISRG) as of Q2 2015, down from 497 in Q1 2015.
- Funds reported $16.4B of Intuitive Surgical stock for Q2 2015, down 3.4% quarter-over-quarter.
- 49 funds opened new Intuitive Surgical positions in Q2 2015 and 51 closed out, a net change of -2 holders.
- The largest Intuitive Surgical buyer in Q2 2015 was Wellington Management Group, an estimated $425M added.
- The largest Intuitive Surgical seller in Q2 2015 was Morgan Stanley, an estimated $117M sold.
Based on aggregated 13F filings for Q2 2015.