Intuitive Surgical
ISRG
938 hedge funds and large institutions have $47B invested in Intuitive Surgical in 2018 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 322 increasing their positions, 321 reducing their positions, and 91 closing their positions.
51% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 91
11% more funds holding in top 10
Funds holding in top 10: 36 → 40 (+4)
4% more funds holding
Funds holding: 898 → 938 (+40)
0% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 321
0.3% more ownership
Funds ownership: 85.61% → 85.91% (+0.3%)
16% less capital invested
Capital invested by funds: $56B → $47B (-$9.01B)
60% less call options, than puts
Call options by funds: $1.17B | Put options by funds: $2.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$289M |
| 2 |
Jennison Associates
New York
|
+$286M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$254M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$175M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$230M |
| 2 |
Millennium Management
New York
|
-$156M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$131M |
| 4 |
Bank of New York Mellon
New York
|
-$130M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$125M |
ISRG Hedge Fund Activity: Q4 2018 in Review
938 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2018, worth a combined $47B — down 16% from $56B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new ISRG positions and 91 closed out — a net gain of 46 holders — while 322 added to existing stakes and 321 trimmed.
The largest buyer was BlackRock, adding an estimated $289M. The largest seller was Renaissance Technologies, cutting an estimated $230M.
- 938 institutional investors held Intuitive Surgical (ISRG) as of Q4 2018, up from 898 in Q3 2018.
- Funds reported $47B of Intuitive Surgical stock for Q4 2018, down 16% quarter-over-quarter.
- 137 funds opened new Intuitive Surgical positions in Q4 2018 and 91 closed out, a net change of +46 holders.
- The largest Intuitive Surgical buyer in Q4 2018 was BlackRock, an estimated $289M added.
- The largest Intuitive Surgical seller in Q4 2018 was Renaissance Technologies, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2018.