Intuitive Surgical
ISRG
1,048 hedge funds and large institutions have $58.6B invested in Intuitive Surgical in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 428 increasing their positions, 302 reducing their positions, and 77 closing their positions.
62% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 77
42% more repeat investments, than reductions
Existing positions increased: 428 | Existing positions reduced: 302
16% more capital invested
Capital invested by funds: $50.5B → $58.6B (+$8.11B)
4% more funds holding
Funds holding: 1,006 → 1,048 (+42)
1.75% more ownership
Funds ownership: 263.45% → 265.2% (+1.8%)
1% less call options, than puts
Call options by funds: $999M | Put options by funds: $1.01B
19% less funds holding in top 10
Funds holding in top 10: 27 → 22 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$407M |
| 2 |
BlackRock
New York
|
+$231M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$226M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$203M |
| 5 |
Edgewood Management
Greenwich,
Connecticut
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$428M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$147M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$139M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$137M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$86.7M |
ISRG Hedge Fund Activity: Q2 2020 in Review
1,048 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2020, worth a combined $58.6B — up 16% from $50.5B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new ISRG positions and 77 closed out — a net gain of 48 holders — while 428 added to existing stakes and 302 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $407M. The largest seller was Fidelity Investments, cutting an estimated $428M.
- 1,048 institutional investors held Intuitive Surgical (ISRG) as of Q2 2020, up from 1,006 in Q1 2020.
- Funds reported $58.6B of Intuitive Surgical stock for Q2 2020, up 16% quarter-over-quarter.
- 125 funds opened new Intuitive Surgical positions in Q2 2020 and 77 closed out, a net change of +48 holders.
- The largest Intuitive Surgical buyer in Q2 2020 was Loomis, Sayles & Company, an estimated $407M added.
- The largest Intuitive Surgical seller in Q2 2020 was Fidelity Investments, an estimated $428M sold.
Based on aggregated 13F filings for Q2 2020.