Intuitive Surgical
ISRG
791 hedge funds and large institutions have $40.5B invested in Intuitive Surgical in 2018 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 268 increasing their positions, 266 reducing their positions, and 58 closing their positions.
74% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 58
12% more capital invested
Capital invested by funds: $36.3B → $40.5B (+$4.21B)
4% more funds holding
Funds holding: 757 → 791 (+34)
1% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 266
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
5.81% less ownership
Funds ownership: 266.33% → 260.51% (-5.8%)
59% less call options, than puts
Call options by funds: $782M | Put options by funds: $1.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$139M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$125M |
| 3 |
Millennium Management
New York
|
+$94.8M |
| 4 |
GXMC
Global X Management Company
New York
|
+$76.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$477M |
| 2 |
Morgan Stanley
New York
|
-$313M |
| 3 |
Bank of New York Mellon
New York
|
-$254M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$165M |
| 5 |
State Street
Boston,
Massachusetts
|
-$85.4M |
ISRG Hedge Fund Activity: Q1 2018 in Review
791 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2018, worth a combined $40.5B — up 12% from $36.3B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new ISRG positions and 58 closed out — a net gain of 43 holders — while 268 added to existing stakes and 266 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $477M.
- 791 institutional investors held Intuitive Surgical (ISRG) as of Q1 2018, up from 757 in Q4 2017.
- Funds reported $40.5B of Intuitive Surgical stock for Q1 2018, up 12% quarter-over-quarter.
- 101 funds opened new Intuitive Surgical positions in Q1 2018 and 58 closed out, a net change of +43 holders.
- The largest Intuitive Surgical buyer in Q1 2018 was Allianz Asset Management, an estimated $139M added.
- The largest Intuitive Surgical seller in Q1 2018 was T. Rowe Price Associates, an estimated $477M sold.
Based on aggregated 13F filings for Q1 2018.