We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

946 hedge funds and large institutions have $57B invested in Intuitive Surgical in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 345 increasing their positions, 329 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

22% more capital invested

Capital invested by funds: $46.7B → $57B (+$10.3B)

2.61% more ownership

Funds ownership: 257.74% → 260.35% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 329

1% more funds holding

Funds holding: 938 → 946 (+8)

23% less funds holding in top 10

Funds holding in top 10: 40 → 31 (-9)

43% less call options, than puts

Call options by funds: $949M | Put options by funds: $1.67B

Holders
946
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
20.48%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.67%
New
101
Increased
345
Reduced
329
Closed
80
Calls
$949M
Puts
$1.67B
Net Calls
-$722M
Net Calls Change
+$1.04B

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$389M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$247M
3
Capital World Investors
Capital World Investors
California
+$247M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$154M
5
State Street
State Street
Massachusetts
+$127M

Top Sellers

Rank Fund Capital Flow
1
HM
HealthCor Management
New York
-$135M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$115M
3
Renaissance Technologies
Renaissance Technologies
New York
-$110M
4
JIM
Jupiter Investment Management
United Kingdom
-$103M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$73.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
976
Bayesian Capital Management
New York
– -$865K -5,418 Closed
Two Sigma Advisers
977
Two Sigma Advisers
New York
– -$766K -4,800 Closed
XS
978
XR Securities
Illinois
– -$761K -4,770 Closed
NICM
979
Neo Ivy Capital Management
New York
– -$722K -4,524 Closed
TFA
980
Transamerica Financial Advisors
Florida
– -$715K -4,476 Closed
O
981
Ossiam
France
– -$691K -4,329 Closed
CMBA
982
C.M. Bidwell & Associates
Hawaii
– -$619K -3,879 Closed
WCM
983
Weld Capital Management
New York
– -$589K -3,687 Closed
CANY
984
Caxton Associates (New York)
New York
– -$519K -3,249 Closed
BA
985
Birinyi Associates
Connecticut
– -$491K -3,075 Closed
ACM
986
AlphaCrest Capital Management
New York
– -$479K -3,000 Closed
ECM
987
ExodusPoint Capital Management
New York
– -$468K -2,931 Closed
GCP
988
GSA Capital Partners
United Kingdom
– -$448K -2,808 Closed
PAS
989
Park Avenue Securities
New York
– -$413K -2,451 Closed
HIM
990
Hillsdale Investment Management
Ontario, Canada
– -$383K -2,400 Closed
SM
991
Sciencast Management
New Jersey
– -$418K -2,340 Closed
DWM
992
Dorchester Wealth Management
Quebec, Canada
– -$361K -2,262 Closed
TPWA
993
TRUE Private Wealth Advisors
Oregon
– -$336K -2,106 Closed
BRWM
994
B. Riley Wealth Management
Tennessee
– -$327K -2,049 Closed
TSS
995
Two Sigma Securities
New York
– -$352K -1,980 Closed
QT
996
Quantamental Technologies
New York
– -$289K -1,809 Closed
WSTAM
997
Wilbanks Smith & Thomas Asset Management
Virginia
– -$268K -1,677 Closed
Verition Fund Management
998
Verition Fund Management
Connecticut
– -$250K -1,566 Closed
BBA
999
BLB&B Advisors
Pennsylvania
– -$242K -1,518 Closed
QC
1000
QCM Cayman
Texas
– -$226K -1,416 Closed
38 39
40
41 42

ISRG Hedge Fund Activity: Q1 2019 in Review

946 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2019, worth a combined $57B — up 22% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ISRG positions and 80 closed out — a net gain of 21 holders — while 345 added to existing stakes and 329 trimmed.

The largest buyer was Jennison Associates, adding an estimated $389M. The largest seller was HealthCor Management, cutting an estimated $135M.

  • 946 institutional investors held Intuitive Surgical (ISRG) as of Q1 2019, up from 938 in Q4 2018.
  • Funds reported $57B of Intuitive Surgical stock for Q1 2019, up 22% quarter-over-quarter.
  • 101 funds opened new Intuitive Surgical positions in Q1 2019 and 80 closed out, a net change of +21 holders.
  • The largest Intuitive Surgical buyer in Q1 2019 was Jennison Associates, an estimated $389M added.
  • The largest Intuitive Surgical seller in Q1 2019 was HealthCor Management, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2019.