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Intuitive Surgical

611 hedge funds and large institutions have $25.3B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 215 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

14% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 189

7% more capital invested

Capital invested by funds: $23.6B → $25.3B (+$1.74B)

6% more funds holding

Funds holding: 578611 (+33)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

18% less call options, than puts

Call options by funds: $581M | Put options by funds: $708M

Holders
611
Holders Change
+33
Holders Change %
+5.71%
% of All Funds
16.3%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
71
Increased
215
Reduced
189
Closed
33
Calls
$581M
Puts
$708M
Net Calls
-$127M
Net Calls Change
+$6.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Biondo Investment Advisors
Pennsylvania
$23.6M -$139K -1,809 -0.6%
Citigroup
102
Citigroup
New York
$23.4M +$12M +157,302 +118%
O
103
OppenheimerFunds
New York
$23.4M +$2.03M +26,487 +10%
PC
104
Polar Capital
United Kingdom
$23.2M +$1.72M +22,500 +8%
Barclays
105
Barclays
United Kingdom
$22.7M +$9.6M +125,352 +80%
DCP
106
DSM Capital Partners
Florida
$22.2M -$7.99M -104,382 -27%
LCP
107
LGT Capital Partners
Switzerland
$21.6M +$11.2M +146,475 +121%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$21.5M +$18.3M +239,112 +856%
Canada Life
109
Canada Life
Manitoba, Canada
$20.9M +$506K +6,606 +3%
SAM
110
Sectoral Asset Management
Quebec, Canada
$20.5M +$6.23M +81,360 +47%
William Blair & Company
111
William Blair & Company
Illinois
$20.3M +$135K +1,764 +0.7%
Axa
112
Axa
France
$20.2M -$3.79M -49,500 -16%
USAA
113
United Services Automobile Association
Texas
$20.2M -$1.88M -24,579 -9%
Jacobs Levy Equity Management
114
Jacobs Levy Equity Management
New Jersey
$19.9M +$7.89M +103,023 +71%
SEI Investments
115
SEI Investments
Pennsylvania
$19.8M -$124K -1,620 -0.7%
National Pension Service
116
National Pension Service
South Korea
$19.4M +$1.52M +19,791 +9%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$19.2M +$7.71M +100,728 +73%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$18.9M -$9.65K -126 -0.1%
Fayez Sarofim & Co
119
Fayez Sarofim & Co
Texas
$18.7M -$662K -8,640 -4%
Stifel Financial
120
Stifel Financial
Missouri
$18.1M -$14.5K -189 -0.1%
PAM
121
Premier Asset Management
Illinois
$18.1M -$1.21M -15,840 -7%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$18M +$1.08M +14,130 +7%
CC
123
Cadinha & Co
Hawaii
$17.8M +$689 +9 +0%
Aviva
124
Aviva
United Kingdom
$17.1M +$508K +6,633 +3%
IGIM
125
I.G. Investment Management
Manitoba, Canada
$16.7M +$2.55M +33,246 +19%

ISRG Hedge Fund Activity: Q3 2016 in Review

611 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2016, worth a combined $25.3B — up 7.4% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ISRG positions and 33 closed out — a net gain of 38 holders — while 215 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $436M. The largest seller was Tiverton Asset Management, cutting an estimated $1.3B.

  • 611 institutional investors held Intuitive Surgical (ISRG) as of Q3 2016, up from 578 in Q2 2016.
  • Funds reported $25.3B of Intuitive Surgical stock for Q3 2016, up 7.4% quarter-over-quarter.
  • 71 funds opened new Intuitive Surgical positions in Q3 2016 and 33 closed out, a net change of +38 holders.
  • The largest Intuitive Surgical buyer in Q3 2016 was Fidelity Investments, an estimated $436M added.
  • The largest Intuitive Surgical seller in Q3 2016 was Tiverton Asset Management, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2016.