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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
EAM
151
EverPoint Asset Management
Connecticut
$12.3M -$4.16M -54,369 -26%
WC
152
Woodstock Corp
Massachusetts
$11.9M -$11K -144 -0.1%
AAM
153
Aberdeen Asset Management
United Kingdom
$11.6M +$1.49M +19,431 +16%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$11.5M +$9.12M +119,124 +507%
AIG
155
American International Group
New York
$11.2M -$272K -3,546 -2%
CCMH
156
Cornerstone Capital Management Holdings
New York
$10.6M +$2.05M +26,775 +26%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$10.2M +$179K +2,340 +2%
CL
158
CIM LLC
New York
$10.2M -$629K -8,217 -6%
BRA
159
Bender Robert & Associates
California
$10.2M -$216K -2,817 -2%
ASRS
160
Arizona State Retirement System
Arizona
$10.1M +$207K +2,700 +2%
SOMRS
161
State of Michigan Retirement System
Michigan
$9.7M -$1.03M -13,500 -10%
SCM
162
Sandler Capital Management
New York
$9.47M +$9M +117,540 New
UCFA
163
United Capital Financial Advisors
Texas
$9.3M -$211K -2,754 -2%
QIM
164
Quantitative Investment Management
Virginia
$9.21M +$3.38M +44,100 +63%
AL
165
Airain Ltd
Guernsey
$9.13M -$7.75M -101,187 -47%
Citadel Advisors
166
Citadel Advisors
Florida
$8.97M -$51.7M -674,676 -86%
Comerica Bank
167
Comerica Bank
Texas
$8.87M -$40.7K -531 -0.5%
PMAM
168
Picton Mahoney Asset Management
Ontario, Canada
$8.86M +$6.29M +82,116 +294%
BG
169
Bellevue Group
Switzerland
$8.7M
TPSF
170
Texas Permanent School Fund
Texas
$8.59M -$300K -3,924 -4%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$8.54M +$524K +6,840 +7%
NIMI
172
Natixis Investment Managers International
France
$8.39M +$105K +1,368 +1%
Nomura Asset Management
173
Nomura Asset Management
Japan
$8.33M +$4.19M +54,747 +112%
OTPPB
174
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.27M +$631K +8,235 +9%
BIM
175
Bridgecreek Investment Management
Oklahoma
$8.26M -$389K -5,085 -5%

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.