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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
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$73.7M +$10.3M +135,000 +17%
PPA
52
Parametric Portfolio Associates
Washington
$73M -$10.4M -136,440 -13%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$70.5M -$1.58M -20,700 -2%
CS
54
Credit Suisse
Switzerland
$70M +$8.66M +113,040 +15%
BlackRock
55
BlackRock
New York
$69.9M +$7.31M +95,517 +12%
EVM
56
Eaton Vance Management
Massachusetts
$67M -$37.1M -483,984 -37%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$64.9M -$762K -9,954 -1%
UBS AM
58
UBS AM
Illinois
$63.9M -$52.7M -688,599 -46%
Prudential Financial
59
Prudential Financial
New Jersey
$61.6M +$18.4M +240,174 +46%
SO
60
STRS Ohio
Ohio
$61.5M +$25.5M +332,532 +77%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$60.1M +$15.4M +201,114 +37%
Renaissance Technologies
62
Renaissance Technologies
New York
$59.6M +$34.5M +450,288 +155%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$58.5M +$413K +5,400 +0.7%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$57.4M +$10.2M +132,840 +23%
Credit Agricole
65
Credit Agricole
France
$56.4M +$9.16M +119,619 +21%
UBS Group
66
UBS Group
Switzerland
$51.2M +$8.28M +108,153 +20%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$50.3M +$1.96M +25,605 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
68
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$50.1M -$15.2M -198,261 -24%
GA
69
Geneva Advisors
Illinois
$47.9M +$11.5M +149,778 +34%
Calamos Advisors
70
Calamos Advisors
Illinois
$47.8M +$8.86M +115,713 +24%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$46.2M -$529K -6,912 -1%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$45.4M +$13.3M +174,168 +45%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$45.3M -$1.03M -13,455 -2%
Principal Financial Group
74
Principal Financial Group
Iowa
$44.3M -$1.53M -20,043 -4%
MTB
75
Mizuho Trust & Banking
Japan
$43.8M +$1.3M +16,947 +3%

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.