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Intuitive Surgical

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: 1120 (+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: 632613 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
126
Hudson Valley Investment Advisors
New York
$13.7M -$818K -10,350 -6%
TAM
127
Tyers Asset Management
Texas
$13.6M +$297K +3,762 +2%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$13.6M -$818K -10,350 -6%
CS
129
Candriam SCA
Luxembourg
$13.6M +$382K +4,833 +3%
ASRS
130
Arizona State Retirement System
Arizona
$13.4M -$284K -3,600 -2%
Macquarie Group
131
Macquarie Group
Australia
$13.4M -$1.71M -21,681 -12%
AAM
132
Aberdeen Asset Management
United Kingdom
$13.4M +$256K +3,240 +2%
Robeco Institutional Asset Management
133
Robeco Institutional Asset Management
Netherlands
$12.7M -$69.7M -882,342 -86%
MCM
134
Marsico Capital Management
Colorado
$12.4M -$1.76M -22,311 -13%
RCM
135
Riverpark Capital Management
New York
$12.3M +$10M +126,639 +691%
BCIM
136
British Columbia Investment Management
British Columbia, Canada
$12.3M -$3.94M -49,932 -26%
WC
137
Woodstock Corp
Massachusetts
$12.2M -$355K -4,491 -3%
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$12M +$10.3M +130,104 +1,197%
ACI
139
AMP Capital Investors
Australia
$11.9M -$1.99M -25,236 -15%
PMAM
140
Picton Mahoney Asset Management
Ontario, Canada
$11.9M +$1.58M +19,980 +17%
QC
141
Quadrature Capital
United Kingdom
$11.5M +$9.43M +119,313 +779%
PCM
142
Peregrine Capital Management
Minnesota
$11.2M -$5.17M -65,475 -33%
DekaBank Deutsche Girozentrale
143
DekaBank Deutsche Girozentrale
Germany
$11.2M +$659K +8,343 +7%
PAM
144
Premier Asset Management
Illinois
$11.1M -$423K -5,355 -4%
AIG
145
American International Group
New York
$11.1M -$449K -5,688 -4%
TG
146
TCW Group
California
$10.8M +$9.98M +126,396 New
Comerica Bank
147
Comerica Bank
Texas
$10.4M -$513K -6,498 -6%
BRA
148
Bender Robert & Associates
California
$10.2M -$194K -2,457 -2%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$10.2M -$963K -12,186 -9%
Citadel Advisors
150
Citadel Advisors
Florida
$10M -$36.3M -460,062 -80%

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.