Intuitive Surgical
ISRG
497 hedge funds and large institutions have $17B invested in Intuitive Surgical in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 194 reducing their positions, and 51 closing their positions.
4% less capital invested
Capital invested by funds: $17.7B → $17B (-$681M)
3% less funds holding
Funds holding: 511 → 497 (-14)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
14% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 51
21% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 194
22% less call options, than puts
Call options by funds: $425M | Put options by funds: $543M
Top Buyers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$80.9M |
| 2 |
Renaissance Technologies
New York
|
+$78.3M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$50.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$40.3M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$72.2M |
| 2 |
Millennium Management
New York
|
-$67.2M |
| 3 |
MAM
Marketfield Asset Management
New York
|
-$44.8M |
| 4 |
HM
HealthCor Management
New York
|
-$40.5M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$36.3M |
ISRG Hedge Fund Activity: Q1 2015 in Review
497 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2015, worth a combined $17B — down 3.9% from $17.7B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of ISRG and 44 opened new positions — a net loss of 7 holders — while 194 trimmed existing stakes and 153 added.
The largest buyer was AllianceBernstein, adding an estimated $80.9M. The largest seller was Morgan Stanley, cutting an estimated $72.2M.
- 497 institutional investors held Intuitive Surgical (ISRG) as of Q1 2015, down from 511 in Q4 2014.
- Funds reported $17B of Intuitive Surgical stock for Q1 2015, down 3.9% quarter-over-quarter.
- 44 funds opened new Intuitive Surgical positions in Q1 2015 and 51 closed out, a net change of -7 holders.
- The largest Intuitive Surgical buyer in Q1 2015 was AllianceBernstein, an estimated $80.9M added.
- The largest Intuitive Surgical seller in Q1 2015 was Morgan Stanley, an estimated $72.2M sold.
Based on aggregated 13F filings for Q1 2015.