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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
ACI
126
AMP Capital Investors
Australia
$16.7M +$1.27M +16,578 +9%
FMI
127
Factory Mutual Insurance
Massachusetts
$16.6M -$1.79M -23,400 -10%
JCM
128
Jag Capital Management
Missouri
$15.9M -$297K -3,879 -2%
PCM
129
Peregrine Capital Management
Minnesota
$15.9M +$15.1M +196,902 New
DCM
130
Decatur Capital Management
Georgia
$15.8M -$2.4M -31,356 -14%
Korea Investment Corp
131
Korea Investment Corp
South Korea
$15.8M +$5.79M +75,564 +63%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$15.5M -$34.5K -450 -0.2%
PI
133
PineBridge Investments
New York
$14.8M +$2.67M +34,812 +23%
MCM
134
Marsico Capital Management
Colorado
$14.7M -$1.77M -23,067 -11%
SIMG
135
Stephens Investment Management Group
Texas
$14.6M +$2.08M +27,162 +18%
WG
136
Winton Group
United Kingdom
$14.4M -$2.73M -35,712 -17%
FAM
137
Fred Alger Management
New York
$14.3M -$19.5M -254,448 -59%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$14.3M -$580K -7,578 -4%
Retirement Systems of Alabama
139
Retirement Systems of Alabama
Alabama
$14.1M +$44.8K +585 +0.3%
NFA
140
Nationwide Fund Advisors
Ohio
$14M -$1.89M -24,651 -12%
HVIA
141
Hudson Valley Investment Advisors
New York
$13.8M -$262K -3,420 -2%
TAM
142
Tiverton Asset Management
Delaware
$13.6M -$1.3B -16,991,910 -99%
MAM
143
Marketfield Asset Management
New York
$13.6M -$7.38M -96,336 -36%
AG
144
Aperio Group
California
$13.4M +$1.25M +16,290 +11%
AIMCA
145
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.4M +$8.41M +109,800 +194%
HP
146
Hikari Power
Japan
$13.2M
Victory Capital Management
147
Victory Capital Management
Texas
$13.1M +$11.2M +145,656 +840%
Macquarie Group
148
Macquarie Group
Australia
$12.9M -$14.9M -193,950 -55%
BCIM
149
British Columbia Investment Management
British Columbia, Canada
$12.8M -$2.35M -30,735 -16%
UFF
150
USA Financial Formulas
Michigan
$12.3M +$1.32M +17,217 +13%

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.