Intuitive Surgical
ISRG
919 hedge funds and large institutions have $54B invested in Intuitive Surgical in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 355 increasing their positions, 311 reducing their positions, and 70 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 21 → 27 (+6)
14% more repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 311
10% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 70
3% more capital invested
Capital invested by funds: $52.5B → $54B (+$1.5B)
0% more funds holding
Funds holding: 915 → 919 (+4)
0.09% less ownership
Funds ownership: 260.27% → 260.18% (-0.09%)
54% less call options, than puts
Call options by funds: $866M | Put options by funds: $1.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
+$150M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$150M |
| 3 |
HM
HealthCor Management
New York
|
+$122M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$93.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$89.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$236M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$206M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$155M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 5 |
TCM
Tybourne Capital Management
Hong Kong
|
-$66.6M |
ISRG Hedge Fund Activity: Q3 2019 in Review
919 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2019, worth a combined $54B — up 2.9% from $52.5B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new ISRG positions and 70 closed out — a net gain of 7 holders — while 355 added to existing stakes and 311 trimmed.
The largest buyer was Edgewood Management, adding an estimated $150M. The largest seller was JP Morgan Chase, cutting an estimated $236M.
- 919 institutional investors held Intuitive Surgical (ISRG) as of Q3 2019, up from 915 in Q2 2019.
- Funds reported $54B of Intuitive Surgical stock for Q3 2019, up 2.9% quarter-over-quarter.
- 77 funds opened new Intuitive Surgical positions in Q3 2019 and 70 closed out, a net change of +7 holders.
- The largest Intuitive Surgical buyer in Q3 2019 was Edgewood Management, an estimated $150M added.
- The largest Intuitive Surgical seller in Q3 2019 was JP Morgan Chase, an estimated $236M sold.
Based on aggregated 13F filings for Q3 2019.