We are live on ! Find out more
ISRG icon

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
QIM
201
Quantitative Investment Management
Virginia
$5.83M -$1.42M -18,000 -21%
Stifel Financial
202
Stifel Financial
Missouri
$5.76M +$354K +4,482 +7%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$5.69M +$2.11M +26,757 +67%
PC
204
Paulson & Co
New York
$5.67M -$1.92M -24,300 -27%
FLII
205
First Long Island Investors
New York
$5.67M -$640K -8,100 -11%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$5.63M -$154K -1,953 -3%
NA
207
Navellier & Associates
Nevada
$5.5M -$472K -5,976 -8%
SAM
208
Shell Asset Management
Netherlands
$5.48M +$46.2K +585 +0.9%
CM
209
Castleark Management
Illinois
$5.44M -$889K -11,250 -15%
NIPH
210
NN Investment Partners Holdings
Netherlands
$5.42M -$24.5M -310,257 -83%
URS
211
Utah Retirement Systems
Utah
$5.39M +$71.1K +900 +1%
AWCI
212
Alpine Woods Capital Investors
New York
$5.33M
MPM
213
Meritage Portfolio Management
Kansas
$5.21M +$30.6K +387 +0.6%
BCM
214
Bridgeway Capital Management
Texas
$5.06M
SSA
215
Schonfeld Strategic Advisors
New York
$5.03M +$2.18M +27,585 +88%
VAS
216
Valicenti Advisory Services
New York
$4.96M -$85.3K -1,080 -2%
XK
217
Xact Kapitalforvaltning
Sweden
$4.95M +$158K +1,998 +4%
NB
218
Norinchukin Bank
Japan
$4.89M +$2.87M +36,315 +172%
BLAM
219
Bourne Lent Asset Management
New York
$4.77M
US Bancorp
220
US Bancorp
Minnesota
$4.73M +$55.5K +702 +1%
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.7M +$61.9K +783 +1%
SWM
222
SVA Wealth Management
Wisconsin
$4.7M +$54K +684 +1%
RJA
223
Raymond James & Associates
Florida
$4.65M -$1.11M -14,112 -21%
Korea Investment Corp
224
Korea Investment Corp
South Korea
$4.63M -$11.3M -143,046 -72%
SB
225
Suntrust Banks
Georgia
$4.39M -$291K -3,681 -7%

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.