Intuitive Surgical
ISRG
1,550 hedge funds and large institutions have $86.2B invested in Intuitive Surgical in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 647 increasing their positions, 515 reducing their positions, and 114 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 647 | Existing positions reduced: 515
7% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 114
0% less funds holding
Funds holding: 1,557 → 1,550 (-7)
0.6% less ownership
Funds ownership: 84.39% → 83.79% (-0.6%)
15% less call options, than puts
Call options by funds: $758M | Put options by funds: $886M
15% less capital invested
Capital invested by funds: $101B → $86.2B (-$14.8B)
18% less funds holding in top 10
Funds holding in top 10: 61 → 50 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$769M |
| 2 |
Coatue Management
New York
|
+$245M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$200M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$191M |
| 5 |
Two Sigma Investments
New York
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$725M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$437M |
| 3 |
JP Morgan Chase
New York
|
-$314M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$291M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$197M |
ISRG Hedge Fund Activity: Q3 2023 in Review
1,550 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2023, worth a combined $86.2B — down 15% from $101B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new ISRG positions and 114 closed out — a net gain of 8 holders — while 647 added to existing stakes and 515 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $769M. The largest seller was T. Rowe Price Associates, cutting an estimated $725M.
- 1,550 institutional investors held Intuitive Surgical (ISRG) as of Q3 2023, down from 1,557 in Q2 2023.
- Funds reported $86.2B of Intuitive Surgical stock for Q3 2023, down 15% quarter-over-quarter.
- 122 funds opened new Intuitive Surgical positions in Q3 2023 and 114 closed out, a net change of +8 holders.
- The largest Intuitive Surgical buyer in Q3 2023 was GQG Partners, an estimated $769M added.
- The largest Intuitive Surgical seller in Q3 2023 was T. Rowe Price Associates, an estimated $725M sold.
Based on aggregated 13F filings for Q3 2023.