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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
CM
201
Castleark Management
Illinois
$6.05M
FLII
202
First Long Island Investors
New York
$6.02M
CONA
203
Capital One National Association
New York
$5.9M -$25.5K -333 -0.5%
KBC Group
204
KBC Group
Belgium
$5.87M +$977K +12,762 +21%
ZIG
205
Zurich Insurance Group
Switzerland
$5.83M +$982K +12,825 +22%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$5.63M -$192K -2,502 -3%
Acadian Asset Management
207
Acadian Asset Management
Massachusetts
$5.63M +$5.35M +69,831 New
HTI
208
Hikari Tsushin Inc
Japan
$5.49M
BA
209
Bridgewater Associates
Connecticut
$5.36M +$5.1M +66,600 New
GH
210
GAM Holding
Switzerland
$5.36M +$1.12M +14,679 +28%
Creative Planning
211
Creative Planning
Kansas
$5.18M +$129K +1,683 +3%
NCGI
212
Next Century Growth Investors
Minnesota
$5.12M -$170K -2,214 -3%
OCM
213
Olstein Capital Management
New York
$5.07M -$689K -9,000 -13%
AWCI
214
Alpine Woods Capital Investors
New York
$5.04M
URS
215
Utah Retirement Systems
Utah
$5.02M -$68.9K -900 -1%
Skandinaviska Enskilda Banken (SEB)
216
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.98M +$207K +2,700 +5%
Capital Fund Management (CFM)
217
Capital Fund Management (CFM)
France
$4.97M +$4.72M +61,695 New
MPM
218
Meritage Portfolio Management
Kansas
$4.94M +$4.7M +61,362 New
Twin Tree Management
219
Twin Tree Management
Texas
$4.94M +$3.43M +44,766 +270%
CA
220
Commerzbank Aktiengesellschaft
Germany
$4.79M +$144K +1,881 +3%
VAS
221
Valicenti Advisory Services
New York
$4.77M -$48.2K -630 -1%
QC
222
Quadrature Capital
United Kingdom
$4.74M +$4.5M +58,824 New
SLAM
223
Swiss Life Asset Management
$4.7M +$706K +9,225 +19%
TI
224
Turner Investments
Pennsylvania
$4.68M -$5.52M -72,090 -55%
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$4.61M +$540K +7,056 +14%

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.