Intuitive Surgical
ISRG
612 hedge funds and large institutions have $25.8B invested in Intuitive Surgical in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 216 increasing their positions, 189 reducing their positions, and 32 closing their positions.
122% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 32
14% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 189
10% more capital invested
Capital invested by funds: $23.6B → $25.8B (+$2.25B)
6% more funds holding
Funds holding: 578 → 612 (+34)
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
18% less call options, than puts
Call options by funds: $581M | Put options by funds: $708M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$436M |
| 2 |
LS
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
+$107M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$72.6M |
| 4 |
Goldman Sachs
New York
|
+$70.2M |
| 5 |
JP Morgan Chase
New York
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
-$1.3B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$312M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$134M |
| 4 |
Morgan Stanley
New York
|
-$122M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$95.4M |
ISRG Hedge Fund Activity: Q3 2016 in Review
612 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2016, worth a combined $25.8B — up 9.6% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new ISRG positions and 32 closed out — a net gain of 39 holders — while 216 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.
- 612 institutional investors held Intuitive Surgical (ISRG) as of Q3 2016, up from 578 in Q2 2016.
- Funds reported $25.8B of Intuitive Surgical stock for Q3 2016, up 9.6% quarter-over-quarter.
- 71 funds opened new Intuitive Surgical positions in Q3 2016 and 32 closed out, a net change of +39 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.