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Intuitive Surgical

611 hedge funds and large institutions have $25.3B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 215 increasing their positions, 189 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

14% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 189

7% more capital invested

Capital invested by funds: $23.6B → $25.3B (+$1.74B)

6% more funds holding

Funds holding: 578611 (+33)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

18% less call options, than puts

Call options by funds: $581M | Put options by funds: $708M

Holders
611
Holders Change
+33
Holders Change %
+5.71%
% of All Funds
16.3%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
71
Increased
215
Reduced
189
Closed
33
Calls
$581M
Puts
$708M
Net Calls
-$127M
Net Calls Change
+$6.64M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.61B -$312M -4,074,714 -8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.05B +$436M +5,691,096 +29%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.75B +$57.1M +745,434 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.21B -$63.8M -833,211 -5%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$1.14B -$20.2M -263,448 -2%
State Street
6
State Street
Massachusetts
$1.11B +$40M +522,378 +4%
BIT
7
BlackRock Institutional Trust
California
$733M +$14.8M +193,338 +2%
Morgan Stanley
8
Morgan Stanley
New York
$724M -$122M -1,590,786 -15%
BFA
9
BlackRock Fund Advisors
California
$622M +$18.2M +237,834 +3%
Brown Advisory
10
Brown Advisory
Maryland
$557M -$55.8M -728,712 -10%
Capital World Investors
11
Capital World Investors
California
$533M +$1.18M +15,372 +0.2%
AllianceBernstein
12
AllianceBernstein
Tennessee
$523M +$14.4M +188,280 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$521M +$67.6M +882,486 +16%
Edgewood Management
14
Edgewood Management
Connecticut
$474M +$10.1M +132,444 +2%
Northern Trust
15
Northern Trust
Illinois
$362M +$3.61M +47,097 +1%
American Century Companies
16
American Century Companies
Missouri
$318M +$16.3M +213,408 +6%
Wells Fargo
17
Wells Fargo
California
$283M -$6M -78,309 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$250M +$10.5M +137,052 +5%
Winslow Capital Management
19
Winslow Capital Management
Minnesota
$246M -$95.4M -1,245,726 -29%
BG
20
BlackRock Group
United Kingdom
$237M +$16.4M +214,218 +8%
Invesco
21
Invesco
Georgia
$233M +$6.9M +90,135 +3%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$208M -$134M -1,755,981 -41%
Lazard Asset Management
23
Lazard Asset Management
New York
$206M +$6.41M +83,700 +3%
Norges Bank
24
Norges Bank
Norway
$202M +$14.5M +189,063 +8%
CCI
25
Columbus Circle Investors
$191M +$17.9M +233,802 +11%

ISRG Hedge Fund Activity: Q3 2016 in Review

611 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2016, worth a combined $25.3B — up 7.4% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ISRG positions and 33 closed out — a net gain of 38 holders — while 215 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $436M. The largest seller was Tiverton Asset Management, cutting an estimated $1.3B.

  • 611 institutional investors held Intuitive Surgical (ISRG) as of Q3 2016, up from 578 in Q2 2016.
  • Funds reported $25.3B of Intuitive Surgical stock for Q3 2016, up 7.4% quarter-over-quarter.
  • 71 funds opened new Intuitive Surgical positions in Q3 2016 and 33 closed out, a net change of +38 holders.
  • The largest Intuitive Surgical buyer in Q3 2016 was Fidelity Investments, an estimated $436M added.
  • The largest Intuitive Surgical seller in Q3 2016 was Tiverton Asset Management, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2016.