We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

613 hedge funds and large institutions have $27.7B invested in Intuitive Surgical in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 174 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more funds holding in top 10

Funds holding in top 10: 11 → 20 (+9)

59.11% more ownership

Funds ownership: 828.24% → 887.35% (+59%)

23% more capital invested

Capital invested by funds: $22.6B → $27.7B (+$5.11B)

3% less funds holding

Funds holding: 632 → 613 (-19)

11% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 73

33% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 259

38% less call options, than puts

Call options by funds: $547M | Put options by funds: $880M

Holders
613
Holders Change
-19
Holders Change %
-3.01%
% of All Funds
15.26%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.5%
New
65
Increased
174
Reduced
259
Closed
73
Calls
$547M
Puts
$880M
Net Calls
-$333M
Net Calls Change
+$34.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.95B
2
Goldman Sachs
Goldman Sachs
New York
+$753M
3
Edgewood Management
Edgewood Management
Connecticut
+$183M
4
Capital World Investors
Capital World Investors
California
+$160M
5
WRF
Waddell & Reed Financial
Kansas
+$129M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$298M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$85.8M
3
MNA
Manning & Napier Advisors
New York
-$77.2M
4
Brown Advisory
Brown Advisory
Maryland
-$72.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$22M -$1.78M -22,581 -8%
SIMG
102
Stephens Investment Management Group
Texas
$21.8M +$4.38M +55,404 +28%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$21.8M +$20.3M +256,383 New
BIA
104
Biondo Investment Advisors
Pennsylvania
$21.6M +$2.08M +26,298 +10%
NA
105
Neuburgh Advisers
California
$21M +$459K +5,814 +2%
APG Asset Management
106
APG Asset Management
Netherlands
$20.9M -$11.9M -150,480 -38%
PC
107
Polar Capital
United Kingdom
$20M +$18.6M +235,206 New
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.1M +$2.35M +29,700 +15%
CC
109
Cadinha & Co
Hawaii
$18.4M -$341K -4,320 -2%
Aviva
110
Aviva
United Kingdom
$18.3M -$931K -11,790 -5%
PI
111
PineBridge Investments
New York
$18.3M +$2.22M +28,044 +15%
SEI Investments
112
SEI Investments
Pennsylvania
$17.6M -$3.8M -48,132 -19%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$17.6M +$156K +1,971 +1%
FCM
114
Flinton Capital Management
Pennsylvania
$17.3M +$378K +4,788 +2%
BG
115
Bellevue Group
Switzerland
$16.8M +$9.19M +116,325 +144%
DCP
116
DSM Capital Partners
Florida
$16.6M -$4.65M -58,923 -23%
FMI
117
Factory Mutual Insurance
Massachusetts
$16.5M -$995K -12,600 -6%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$15.6M -$213K -2,691 -1%
Barclays
119
Barclays
United Kingdom
$15.2M -$1.16M -14,724 -8%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$15.1M -$867K -10,980 -6%
USAA
121
United Services Automobile Association
Texas
$14.8M -$8.1M -102,591 -37%
TAM
122
Tiverton Asset Management
Delaware
$14.4M – – –
AG
123
Aperio Group
California
$14.3M -$385K -4,878 -3%
FAM
124
Fred Alger Management
New York
$14M -$2.33M -29,475 -15%
Twin Tree Management
125
Twin Tree Management
Texas
$14M +$8.06M +102,087 +164%
3 4
5
6 7

ISRG Hedge Fund Activity: Q1 2017 in Review

613 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2017, worth a combined $27.7B — up 23% from $22.6B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of ISRG and 65 opened new positions — a net loss of 8 holders — while 259 trimmed existing stakes and 174 added.

The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Winslow Capital Management, cutting an estimated $298M.

  • 613 institutional investors held Intuitive Surgical (ISRG) as of Q1 2017, down from 632 in Q4 2016.
  • Funds reported $27.7B of Intuitive Surgical stock for Q1 2017, up 23% quarter-over-quarter.
  • 65 funds opened new Intuitive Surgical positions in Q1 2017 and 73 closed out, a net change of -8 holders.
  • The largest Intuitive Surgical buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
  • The largest Intuitive Surgical seller in Q1 2017 was Winslow Capital Management, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2017.