Intuitive Surgical
ISRG
522 hedge funds and large institutions have $19B invested in Intuitive Surgical in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 170 increasing their positions, 190 reducing their positions, and 48 closing their positions.
46% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 48
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $15.8B → $19B (+$3.2B)
3% more funds holding
Funds holding: 506 → 522 (+16)
11% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 190
25% less call options, than puts
Call options by funds: $433M | Put options by funds: $579M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$189M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$124M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$100M |
| 4 |
Millennium Management
New York
|
+$83.2M |
| 5 |
Lazard Asset Management
New York
|
+$79.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$140M |
| 2 |
Goldman Sachs
New York
|
-$79.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$76.9M |
| 4 |
Morgan Stanley
New York
|
-$67.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$67.3M |
ISRG Hedge Fund Activity: Q4 2015 in Review
522 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2015, worth a combined $19B — up 20% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new ISRG positions and 48 closed out — a net gain of 22 holders — while 170 added to existing stakes and 190 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $189M. The largest seller was Waddell & Reed Financial, cutting an estimated $140M.
- 522 institutional investors held Intuitive Surgical (ISRG) as of Q4 2015, up from 506 in Q3 2015.
- Funds reported $19B of Intuitive Surgical stock for Q4 2015, up 20% quarter-over-quarter.
- 70 funds opened new Intuitive Surgical positions in Q4 2015 and 48 closed out, a net change of +22 holders.
- The largest Intuitive Surgical buyer in Q4 2015 was Bank of New York Mellon, an estimated $189M added.
- The largest Intuitive Surgical seller in Q4 2015 was Waddell & Reed Financial, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2015.