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Intuitive Surgical

487 hedge funds and large institutions have $16.4B invested in Intuitive Surgical in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 171

3% less capital invested

Capital invested by funds: $17B → $16.4B (-$576M)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

2% less funds holding

Funds holding: 497487 (-10)

18% less call options, than puts

Call options by funds: $401M | Put options by funds: $486M

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
487
Holders Change
-10
Holders Change %
-2.01%
% of All Funds
13.12%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
49
Increased
169
Reduced
171
Closed
51
Calls
$401M
Puts
$486M
Net Calls
-$85.2M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.93B +$147M +2,624,067 +5%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.16B -$1.6M -28,638 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.01B +$24.5M +438,372 +2%
Morgan Stanley
4
Morgan Stanley
New York
$848M -$117M -2,095,749 -12%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$788M +$35M +626,436 +4%
State Street
6
State Street
Massachusetts
$713M -$21.3M -380,457 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$627M +$425M +7,597,485 +187%
Brown Advisory
8
Brown Advisory
Maryland
$616M -$53.8M -962,019 -8%
BIT
9
BlackRock Institutional Trust
California
$449M -$7.48M -133,713 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$426M +$58.6M +1,046,835 +15%
WRF
11
Waddell & Reed Financial
Kansas
$347M +$110M +1,969,659 +44%
BFA
12
BlackRock Fund Advisors
California
$302M +$6.23M +111,384 +2%
American Century Companies
13
American Century Companies
Missouri
$284M -$41.8M -748,008 -12%
Edgewood Management
14
Edgewood Management
Connecticut
$272M +$11.7M +208,917 +4%
UBS AM
15
UBS AM
Illinois
$267M +$7.03M +125,748 +3%
Northern Trust
16
Northern Trust
Illinois
$246M +$7.21M +128,889 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$184M -$9.5M -169,812 -5%
TCIM
18
TIAA CREF Investment Management
New York
$172M +$10.6M +189,711 +6%
BG
19
BlackRock Group
United Kingdom
$165M -$500K -8,937 -0.3%
Invesco
20
Invesco
Georgia
$157M -$329K -5,886 -0.2%
Wells Fargo
21
Wells Fargo
California
$156M +$93.9M +1,679,220 +138%
O
22
OrbiMed
New York
$146M -$54.6M -975,600 -26%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$143M +$1.92M +34,272 +1%
Capital World Investors
24
Capital World Investors
California
$141M
Goldman Sachs
25
Goldman Sachs
New York
$139M +$3.81M +68,112 +3%

ISRG Hedge Fund Activity: Q2 2015 in Review

487 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2015, worth a combined $16.4B — down 3.4% from $17B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of ISRG and 49 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 169 added.

The largest buyer was Wellington Management Group, adding an estimated $425M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 487 institutional investors held Intuitive Surgical (ISRG) as of Q2 2015, down from 497 in Q1 2015.
  • Funds reported $16.4B of Intuitive Surgical stock for Q2 2015, down 3.4% quarter-over-quarter.
  • 49 funds opened new Intuitive Surgical positions in Q2 2015 and 51 closed out, a net change of -2 holders.
  • The largest Intuitive Surgical buyer in Q2 2015 was Wellington Management Group, an estimated $425M added.
  • The largest Intuitive Surgical seller in Q2 2015 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2015.