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Intuitive Surgical
ISRG

898 hedge funds and large institutions have $56B invested in Intuitive Surgical in 2018 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 312 increasing their positions, 318 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 47

20% more capital invested

Capital invested by funds: $46.7B → $56B (+$9.33B)

16% more funds holding in top 10

Funds holding in top 10: 31 → 36 (+5)

5% more funds holding

Funds holding: 857 → 898 (+41)

2% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 318

2.08% less ownership

Funds ownership: 259.05% → 256.98% (-2.1%)

60% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $3B

Holders
898
Holders Change
+41
Holders Change %
+4.78%
% of All Funds
20.53%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.82%
New
94
Increased
312
Reduced
318
Closed
47
Calls
$1.18B
Puts
$3B
Net Calls
-$1.81B
Net Calls Change
-$304M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$828M
2
Jennison Associates
Jennison Associates
New York
+$654M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$163M
4
State Street
State Street
Massachusetts
+$105M
5
Capital World Investors
Capital World Investors
California
+$100M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$262M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
3
American Century Companies
American Century Companies
Missouri
-$186M
4
Lazard Asset Management
Lazard Asset Management
New York
-$161M
5
JIM
Jupiter Investment Management
United Kingdom
-$139M
Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
901
Quantitative Investment Management
Virginia
– -$10.8M -67,500 Closed
MC
902
Maverick Capital
Texas
– -$10.5M -66,030 Closed
CI
903
Capital International
California
– -$5.02M -31,500 Closed
JWM
904
Jackson Wealth Management
Florida
– -$5.38M -30,000 Closed
HF
905
HRT Financial
New York
– -$4.23M -26,514 Closed
CIP
906
Convergence Investment Partners
Florida
– -$2.98M -18,666 Closed
KC
907
Kepos Capital
New York
– -$1.97M -12,342 Closed
CIP
908
Chartwell Investment Partners
Pennsylvania
– -$1.83M -11,496 Closed
TCM
909
Teza Capital Management
Illinois
– -$1.75M -10,965 Closed
OCM
910
Olstein Capital Management
New York
– -$1.63M -10,200 Closed
ARTA
911
A.R.T. Advisors
New York
– -$1.24M -7,770 Closed
LP
912
LMR Partners
United Kingdom
– -$1.19M -7,485 Closed
MC
913
Menta Capital
California
– -$999K -6,261 Closed
DTL
914
Dynamic Technology Lab
Singapore
– -$957K -6,000 Closed
CC
915
Cipher Capital
New York
– -$742K -4,650 Closed
DC
916
Diametric Capital
Massachusetts
– -$711K -4,458 Closed
HCMT
917
Highland Capital Management (Tennessee)
Tennessee
– -$703K -4,410 Closed
PCM
918
Prelude Capital Management
New York
– -$699K -4,380 Closed
EMG
919
Ellington Management Group
Connecticut
– -$574K -3,600 Closed
RC
920
Roundview Capital
New Jersey
– -$556K -3,489 Closed
FRM
921
Fox Run Management
Connecticut
– -$478K -3,000 Closed
FHAM
922
Folger Hill Asset Management
New York
– -$476K -2,985 Closed
MC
923
Miles Capital
Iowa
– -$441K -2,763 Closed
II
924
Ibex Investors
Colorado
– -$397K -2,490 Closed
GJIC
925
Gamble Jones Investment Counsel
California
– -$287K -1,800 Closed
34 35 36
37
38

ISRG Hedge Fund Activity: Q3 2018 in Review

898 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2018, worth a combined $56B — up 20% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ISRG positions and 47 closed out — a net gain of 47 holders — while 312 added to existing stakes and 318 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $828M. The largest seller was Renaissance Technologies, cutting an estimated $262M.

  • 898 institutional investors held Intuitive Surgical (ISRG) as of Q3 2018, up from 857 in Q2 2018.
  • Funds reported $56B of Intuitive Surgical stock for Q3 2018, up 20% quarter-over-quarter.
  • 94 funds opened new Intuitive Surgical positions in Q3 2018 and 47 closed out, a net change of +47 holders.
  • The largest Intuitive Surgical buyer in Q3 2018 was Morgan Stanley, an estimated $828M added.
  • The largest Intuitive Surgical seller in Q3 2018 was Renaissance Technologies, an estimated $262M sold.

Based on aggregated 13F filings for Q3 2018.