Intuitive Surgical
ISRG
511 hedge funds and large institutions have $17.7B invested in Intuitive Surgical in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 162 increasing their positions, 188 reducing their positions, and 40 closing their positions.
83% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 40
16% more capital invested
Capital invested by funds: $15.2B → $17.7B (+$2.48B)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
6% more funds holding
Funds holding: 483 → 511 (+28)
14% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 188
24% less call options, than puts
Call options by funds: $604M | Put options by funds: $795M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$211M |
| 2 |
CCI
Columbus Circle Investors
|
+$101M |
| 3 |
MAM
Marketfield Asset Management
New York
|
+$89.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Slate Path Capital
New York
|
-$87.7M |
| 2 |
HM
HealthCor Management
New York
|
-$69.4M |
| 3 |
T
TOBAM
Paris,
France
|
-$58.9M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
-$56M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.6M |
ISRG Hedge Fund Activity: Q4 2014 in Review
511 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2014, worth a combined $17.7B — up 16% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new ISRG positions and 40 closed out — a net gain of 33 holders — while 162 added to existing stakes and 188 trimmed.
The largest buyer was American Century Companies, adding an estimated $211M. The largest seller was Slate Path Capital, exiting entirely with an estimated $87.7M sold.
- 511 institutional investors held Intuitive Surgical (ISRG) as of Q4 2014, up from 483 in Q3 2014.
- Funds reported $17.7B of Intuitive Surgical stock for Q4 2014, up 16% quarter-over-quarter.
- 73 funds opened new Intuitive Surgical positions in Q4 2014 and 40 closed out, a net change of +33 holders.
- The largest Intuitive Surgical buyer in Q4 2014 was American Century Companies, an estimated $211M added.
- The largest Intuitive Surgical seller in Q4 2014 was Slate Path Capital, an estimated $87.7M sold.
Based on aggregated 13F filings for Q4 2014.