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Intuitive Surgical

648 hedge funds and large institutions have $36.1B invested in Intuitive Surgical in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 219 increasing their positions, 232 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 40

27.2% more ownership

Funds ownership: 868.5%895.7% (+27%)

9% more capital invested

Capital invested by funds: $33.2B → $36.1B (+$2.9B)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

2% more funds holding

Funds holding: 635648 (+13)

6% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 232

61% less call options, than puts

Call options by funds: $825M | Put options by funds: $2.1B

Holders
648
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
16.11%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.62%
New
61
Increased
219
Reduced
232
Closed
40
Calls
$825M
Puts
$2.1B
Net Calls
-$1.27B
Net Calls Change
-$480M

ISRG Hedge Fund Activity: Q3 2017 in Review

648 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2017, worth a combined $36.1B — up 8.7% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ISRG positions and 40 closed out — a net gain of 21 holders — while 219 added to existing stakes and 232 trimmed.

The largest buyer was Edgewood Management, adding an estimated $1.9B. The largest seller was T. Rowe Price Associates, cutting an estimated $509M.

  • 648 institutional investors held Intuitive Surgical (ISRG) as of Q3 2017, up from 635 in Q2 2017.
  • Funds reported $36.1B of Intuitive Surgical stock for Q3 2017, up 8.7% quarter-over-quarter.
  • 61 funds opened new Intuitive Surgical positions in Q3 2017 and 40 closed out, a net change of +21 holders.
  • The largest Intuitive Surgical buyer in Q3 2017 was Edgewood Management, an estimated $1.9B added.
  • The largest Intuitive Surgical seller in Q3 2017 was T. Rowe Price Associates, an estimated $509M sold.

Based on aggregated 13F filings for Q3 2017.