Intuitive Surgical
ISRG
635 hedge funds and large institutions have $33.2B invested in Intuitive Surgical in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 223 reducing their positions, and 37 closing their positions.
70% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 37
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
4% more funds holding
Funds holding: 613 → 635 (+22)
2% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 223
2.09% less ownership
Funds ownership: 98.59% → 96.5% (-2.1%)
14% less capital inflows, than outflows
Capital inflows: $2.07B | Capital outflows: $2.41B
48% less call options, than puts
Call options by funds: $847M | Put options by funds: $1.64B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$387M |
| 2 |
Janus Henderson Group
London,
|
+$352M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$133M |
| 4 |
Renaissance Technologies
New York
|
+$97M |
| 5 |
Jupiter Investment Management
London,
United Kingdom
|
+$83.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$423M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$358M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$321M |
| 4 |
BlackRock
New York
|
-$146M |
| 5 |
Columbus Circle Investors
|
-$92.1M |
ISRG Hedge Fund Activity: Q2 2017 in Review
635 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2017, worth a combined $33.2B — up 20% from $27.8B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ISRG positions and 37 closed out — a net gain of 26 holders — while 219 added to existing stakes and 223 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $387M. The largest seller was Goldman Sachs, cutting an estimated $423M.
- 635 institutional investors held Intuitive Surgical (ISRG) as of Q2 2017, up from 613 in Q1 2017.
- Funds reported $33.2B of Intuitive Surgical stock for Q2 2017, up 20% quarter-over-quarter.
- 63 funds opened new Intuitive Surgical positions in Q2 2017 and 37 closed out, a net change of +26 holders.
- The largest Intuitive Surgical buyer in Q2 2017 was Fidelity Investments, an estimated $387M added.
- The largest Intuitive Surgical seller in Q2 2017 was Goldman Sachs, an estimated $423M sold.
Based on aggregated 13F filings for Q2 2017.