Intuitive Surgical
ISRG
1,468 hedge funds and large institutions have $90.1B invested in Intuitive Surgical in 2022 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 623 increasing their positions, 531 reducing their positions, and 158 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 623 | Existing positions reduced: 531
10% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.13B
0.65% less ownership
Funds ownership: 84.42% → 83.77% (-0.65%)
4% less funds holding
Funds holding: 1,533 → 1,468 (-65)
13% less funds holding in top 10
Funds holding in top 10: 46 → 40 (-6)
16% less capital invested
Capital invested by funds: $108B → $90.1B (-$17.5B)
31% less first-time investments, than exits
New positions opened: 109 | Existing positions closed: 158
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$888M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$439M |
| 3 |
JP Morgan Chase
New York
|
+$416M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$189M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$722M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$492M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$216M |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
-$191M |
| 5 |
Bank of New York Mellon
New York
|
-$180M |
ISRG Hedge Fund Activity: Q1 2022 in Review
1,468 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2022, worth a combined $90.1B — down 16% from $108B a quarter earlier.
Sellers outnumbered buyers: 158 funds closed out of ISRG and 109 opened new positions — a net loss of 49 holders — while 531 trimmed existing stakes and 623 added.
The largest buyer was Jennison Associates, adding an estimated $888M. The largest seller was Morgan Stanley, cutting an estimated $722M.
- 1,468 institutional investors held Intuitive Surgical (ISRG) as of Q1 2022, down from 1,533 in Q4 2021.
- Funds reported $90.1B of Intuitive Surgical stock for Q1 2022, down 16% quarter-over-quarter.
- 109 funds opened new Intuitive Surgical positions in Q1 2022 and 158 closed out, a net change of -49 holders.
- The largest Intuitive Surgical buyer in Q1 2022 was Jennison Associates, an estimated $888M added.
- The largest Intuitive Surgical seller in Q1 2022 was Morgan Stanley, an estimated $722M sold.
Based on aggregated 13F filings for Q1 2022.