Intuitive Surgical
ISRG
506 hedge funds and large institutions have $15.8B invested in Intuitive Surgical in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 163 reducing their positions, and 40 closing their positions.
55% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 40
12% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 163
4% more funds holding
Funds holding: 487 → 506 (+19)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
4% less capital invested
Capital invested by funds: $16.4B → $15.8B (-$675M)
39% less call options, than puts
Call options by funds: $313M | Put options by funds: $514M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$224M |
| 2 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$102M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$96M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$76.6M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$58.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$204M |
| 2 |
Morgan Stanley
New York
|
-$104M |
| 3 |
CNB
City National Bank
Beverly Hills,
Delaware
|
-$55.4M |
| 4 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$55.1M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$55M |
ISRG Hedge Fund Activity: Q3 2015 in Review
506 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2015, worth a combined $15.8B — down 4.1% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ISRG positions and 40 closed out — a net gain of 22 holders — while 182 added to existing stakes and 163 trimmed.
The largest buyer was Manning & Napier Advisors, adding an estimated $224M. The largest seller was Wellington Management Group, cutting an estimated $204M.
- 506 institutional investors held Intuitive Surgical (ISRG) as of Q3 2015, up from 487 in Q2 2015.
- Funds reported $15.8B of Intuitive Surgical stock for Q3 2015, down 4.1% quarter-over-quarter.
- 62 funds opened new Intuitive Surgical positions in Q3 2015 and 40 closed out, a net change of +22 holders.
- The largest Intuitive Surgical buyer in Q3 2015 was Manning & Napier Advisors, an estimated $224M added.
- The largest Intuitive Surgical seller in Q3 2015 was Wellington Management Group, an estimated $204M sold.
Based on aggregated 13F filings for Q3 2015.