Intuitive Surgical
ISRG
613 hedge funds and large institutions have $27.8B invested in Intuitive Surgical in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 172 increasing their positions, 259 reducing their positions, and 72 closing their positions.
82% more funds holding in top 10
Funds holding in top 10: 11 → 20 (+9)
61.46% more ownership
Funds ownership: 825.85% → 887.31% (+61%)
23% more capital invested
Capital invested by funds: $22.6B → $27.8B (+$5.2B)
8% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 72
3% less funds holding
Funds holding: 630 → 613 (-17)
34% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 259
38% less call options, than puts
Call options by funds: $551M | Put options by funds: $885M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.95B |
| 2 |
Goldman Sachs
New York
|
+$753M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
+$183M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$160M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$298M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$85.8M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$77.2M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$72.1M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$69.7M |
ISRG Hedge Fund Activity: Q1 2017 in Review
613 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2017, worth a combined $27.8B — up 23% from $22.6B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of ISRG and 66 opened new positions — a net loss of 6 holders — while 259 trimmed existing stakes and 172 added.
The largest buyer was BlackRock, adding an estimated $1.95B. The largest seller was Winslow Capital Management, cutting an estimated $298M.
- 613 institutional investors held Intuitive Surgical (ISRG) as of Q1 2017, down from 630 in Q4 2016.
- Funds reported $27.8B of Intuitive Surgical stock for Q1 2017, up 23% quarter-over-quarter.
- 66 funds opened new Intuitive Surgical positions in Q1 2017 and 72 closed out, a net change of -6 holders.
- The largest Intuitive Surgical buyer in Q1 2017 was BlackRock, an estimated $1.95B added.
- The largest Intuitive Surgical seller in Q1 2017 was Winslow Capital Management, an estimated $298M sold.
Based on aggregated 13F filings for Q1 2017.