Intuitive Surgical
ISRG
483 hedge funds and large institutions have $15.2B invested in Intuitive Surgical in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 120 increasing their positions, 209 reducing their positions, and 45 closing their positions.
44% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 45
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
8% more capital invested
Capital invested by funds: $14.1B → $15.2B (+$1.14B)
3% more funds holding
Funds holding: 468 → 483 (+15)
32% less call options, than puts
Call options by funds: $531M | Put options by funds: $781M
43% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$614M |
| 2 |
Millennium Management
New York
|
+$93.6M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$71.3M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$63.5M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$46.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
-$799M |
| 2 |
Goldman Sachs
New York
|
-$209M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$124M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$109M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.6M |
ISRG Hedge Fund Activity: Q3 2014 in Review
483 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2014, worth a combined $15.2B — up 8.1% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new ISRG positions and 45 closed out — a net gain of 20 holders — while 120 added to existing stakes and 209 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $614M. The largest seller was Sands Capital Management, exiting entirely with an estimated $799M sold.
- 483 institutional investors held Intuitive Surgical (ISRG) as of Q3 2014, up from 468 in Q2 2014.
- Funds reported $15.2B of Intuitive Surgical stock for Q3 2014, up 8.1% quarter-over-quarter.
- 65 funds opened new Intuitive Surgical positions in Q3 2014 and 45 closed out, a net change of +20 holders.
- The largest Intuitive Surgical buyer in Q3 2014 was T. Rowe Price Associates, an estimated $614M added.
- The largest Intuitive Surgical seller in Q3 2014 was Sands Capital Management, an estimated $799M sold.
Based on aggregated 13F filings for Q3 2014.