Intuitive Surgical
ISRG
632 hedge funds and large institutions have $22.6B invested in Intuitive Surgical in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 61 closing their positions.
828.24% more ownership
Funds ownership: 0% → 828.24% (+828%)
54% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 61
21% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 190
3% more funds holding
Funds holding: 611 → 632 (+21)
11% less capital invested
Capital invested by funds: $25.3B → $22.6B (-$2.69B)
43% less call options, than puts
Call options by funds: $496M | Put options by funds: $863M
50% less funds holding in top 10
Funds holding in top 10: 22 → 11 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$147M |
| 2 |
HM
HealthCor Management
New York
|
+$116M |
| 3 |
JP Morgan Chase
New York
|
+$90.7M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$81.2M |
| 5 |
Renaissance Technologies
New York
|
+$77.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$411M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$124M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$119M |
| 4 |
Millennium Management
New York
|
-$107M |
| 5 |
LS
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
-$104M |
ISRG Hedge Fund Activity: Q4 2016 in Review
632 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2016, worth a combined $22.6B — down 11% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new ISRG positions and 61 closed out — a net gain of 33 holders — while 230 added to existing stakes and 190 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $147M. The largest seller was Fidelity Investments, cutting an estimated $411M.
- 632 institutional investors held Intuitive Surgical (ISRG) as of Q4 2016, up from 611 in Q3 2016.
- Funds reported $22.6B of Intuitive Surgical stock for Q4 2016, down 11% quarter-over-quarter.
- 94 funds opened new Intuitive Surgical positions in Q4 2016 and 61 closed out, a net change of +33 holders.
- The largest Intuitive Surgical buyer in Q4 2016 was T. Rowe Price Associates, an estimated $147M added.
- The largest Intuitive Surgical seller in Q4 2016 was Fidelity Investments, an estimated $411M sold.
Based on aggregated 13F filings for Q4 2016.