Intuitive Surgical
ISRG
468 hedge funds and large institutions have $14.1B invested in Intuitive Surgical in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 184 reducing their positions, and 65 closing their positions.
10% more call options, than puts
Call options by funds: $724M | Put options by funds: $659M
3% less funds holding
Funds holding: 481 → 468 (-13)
8% less capital invested
Capital invested by funds: $15.3B → $14.1B (-$1.22B)
15% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 65
21% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 184
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$816M |
| 2 |
Goldman Sachs
New York
|
+$219M |
| 3 |
SPC
Slate Path Capital
New York
|
+$125M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$116M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$445M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$426M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
-$248M |
| 4 |
O
OppenheimerFunds
New York
|
-$157M |
| 5 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$146M |
ISRG Hedge Fund Activity: Q2 2014 in Review
468 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2014, worth a combined $14.1B — down 8% from $15.3B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of ISRG and 55 opened new positions — a net loss of 10 holders — while 184 trimmed existing stakes and 145 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $816M. The largest seller was Capital World Investors, cutting an estimated $445M.
- 468 institutional investors held Intuitive Surgical (ISRG) as of Q2 2014, down from 481 in Q1 2014.
- Funds reported $14.1B of Intuitive Surgical stock for Q2 2014, down 8% quarter-over-quarter.
- 55 funds opened new Intuitive Surgical positions in Q2 2014 and 65 closed out, a net change of -10 holders.
- The largest Intuitive Surgical buyer in Q2 2014 was T. Rowe Price Associates, an estimated $816M added.
- The largest Intuitive Surgical seller in Q2 2014 was Capital World Investors, an estimated $445M sold.
Based on aggregated 13F filings for Q2 2014.