Intuitive Surgical
ISRG
1,371 hedge funds and large institutions have $98.6B invested in Intuitive Surgical in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 560 increasing their positions, 442 reducing their positions, and 63 closing their positions.
108% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 63
27% more repeat investments, than reductions
Existing positions increased: 560 | Existing positions reduced: 442
13.28% more ownership
Funds ownership: 256.15% → 269.43% (+13%)
11% more funds holding in top 10
Funds holding in top 10: 38 → 42 (+4)
6% more capital invested
Capital invested by funds: $92.8B → $98.6B (+$5.81B)
4% more funds holding
Funds holding: 1,319 → 1,371 (+52)
17% less call options, than puts
Call options by funds: $2.23B | Put options by funds: $2.69B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
+$5.73B |
| 2 |
CA
Capitolis Advisors
New York
|
+$379M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$194M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$185M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$646M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$598M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$335M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$227M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$176M |
ISRG Hedge Fund Activity: Q3 2021 in Review
1,371 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2021, worth a combined $98.6B — up 6.3% from $92.8B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new ISRG positions and 63 closed out — a net gain of 68 holders — while 560 added to existing stakes and 442 trimmed.
The largest buyer was Edgewood Management, adding an estimated $5.73B. The largest seller was Morgan Stanley, cutting an estimated $646M.
- 1,371 institutional investors held Intuitive Surgical (ISRG) as of Q3 2021, up from 1,319 in Q2 2021.
- Funds reported $98.6B of Intuitive Surgical stock for Q3 2021, up 6.3% quarter-over-quarter.
- 131 funds opened new Intuitive Surgical positions in Q3 2021 and 63 closed out, a net change of +68 holders.
- The largest Intuitive Surgical buyer in Q3 2021 was Edgewood Management, an estimated $5.73B added.
- The largest Intuitive Surgical seller in Q3 2021 was Morgan Stanley, an estimated $646M sold.
Based on aggregated 13F filings for Q3 2021.