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Intuitive Surgical
ISRG

506 hedge funds and large institutions have $17.4B 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.

New
Increased
Maintained
Reduced
Closed

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

6% more capital invested

Capital invested by funds: $16.4B → $17.4B (+$937M)

4% more funds holding

Funds holding: 487 → 506 (+19)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

39% less call options, than puts

Call options by funds: $313M | Put options by funds: $514M

Holders
506
Holders Change
+19
Holders Change %
+3.9%
% of All Funds
14.13%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
62
Increased
182
Reduced
163
Closed
40
Calls
$313M
Puts
$514M
Net Calls
-$201M
Net Calls Change
-$116M

Top Buyers

1
MNA
Manning & Napier Advisors
New York
+$224M
2
DCP
DSM Capital Partners
Florida
+$102M
3
Capital World Investors
Capital World Investors
California
+$96M
4
Citadel Advisors
Citadel Advisors
Florida
+$76.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$58.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$204M
2
Morgan Stanley
Morgan Stanley
New York
-$104M
3
CNB
City National Bank
California
-$55.4M
4
SP
Sarasin & Partners
United Kingdom
-$55.1M
5
Brown Advisory
Brown Advisory
Maryland
-$55M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.81B +$31.8M +562,194 +1%
LTI
2
Laffer Tengler Investments
Tennessee
$1.61B -$1.79M -31,581 Closed
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.07B -$30.5M -539,055 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$973M +$20.5M +362,178 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$723M -$27.8M -490,536 -3%
Morgan Stanley
6
Morgan Stanley
New York
$711M -$104M -1,835,109 -12%
State Street
7
State Street
Massachusetts
$679M +$3.58M +63,243 +0.5%
Brown Advisory
8
Brown Advisory
Maryland
$535M -$55M -970,614 -8%
AllianceBernstein
9
AllianceBernstein
Tennessee
$453M +$54M +952,722 +12%
BIT
10
BlackRock Institutional Trust
California
$427M +$531K +9,369 +0.1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$411M -$204M -3,602,133 -31%
WRF
12
Waddell & Reed Financial
Kansas
$317M -$13.8M -243,189 -4%
BFA
13
BlackRock Fund Advisors
California
$288M +$1.58M +27,864 +0.5%
American Century Companies
14
American Century Companies
Missouri
$278M +$9.32M +164,520 +3%
MNA
15
Manning & Napier Advisors
New York
$274M +$224M +3,962,250 +284%
Edgewood Management
16
Edgewood Management
Connecticut
$266M +$9.21M +162,621 +3%
Northern Trust
17
Northern Trust
Illinois
$231M -$2.92M -51,489 -1%
Capital World Investors
18
Capital World Investors
California
$220M +$96M +1,694,124 +65%
UBS AM
19
UBS AM
Illinois
$210M -$48.7M -860,508 -17%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$202M +$30.1M +532,170 +16%
TCIM
21
TIAA CREF Investment Management
New York
$188M +$27.7M +489,159 +15%
Invesco
22
Invesco
Georgia
$149M +$48.4K +855 +0%
BG
23
BlackRock Group
United Kingdom
$142M -$16.5M -291,591 -10%
Goldman Sachs
24
Goldman Sachs
New York
$140M +$8.03M +141,696 +5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$137M +$1.79M +31,671 +1%
1
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ISRG Hedge Fund Activity: Q3 2015 in Review

506 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2015, worth a combined $17.4B — up 5.7% 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 $17.4B of Intuitive Surgical stock for Q3 2015, up 5.7% 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.