Intuitive Surgical
ISRG
1,022 hedge funds and large institutions have $58.8B invested in Intuitive Surgical in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 359 increasing their positions, 299 reducing their positions, and 53 closing their positions.
221% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 53
20% more repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 299
11% more funds holding
Funds holding: 919 → 1,022 (+103)
9% more capital invested
Capital invested by funds: $54B → $58.8B (+$4.81B)
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
0.83% less ownership
Funds ownership: 260.18% → 259.35% (-0.83%)
61% less call options, than puts
Call options by funds: $908M | Put options by funds: $2.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$511M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$301M |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$248M |
| 4 |
Morgan Stanley
New York
|
+$140M |
| 5 |
Renaissance Technologies
New York
|
+$67.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$571M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$304M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$252M |
| 4 |
Coatue Management
New York
|
-$141M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$111M |
ISRG Hedge Fund Activity: Q4 2019 in Review
1,022 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2019, worth a combined $58.8B — up 8.9% from $54B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new ISRG positions and 53 closed out — a net gain of 117 holders — while 359 added to existing stakes and 299 trimmed.
The largest buyer was Capital World Investors, adding an estimated $511M. The largest seller was Invesco, cutting an estimated $571M.
- 1,022 institutional investors held Intuitive Surgical (ISRG) as of Q4 2019, up from 919 in Q3 2019.
- Funds reported $58.8B of Intuitive Surgical stock for Q4 2019, up 8.9% quarter-over-quarter.
- 170 funds opened new Intuitive Surgical positions in Q4 2019 and 53 closed out, a net change of +117 holders.
- The largest Intuitive Surgical buyer in Q4 2019 was Capital World Investors, an estimated $511M added.
- The largest Intuitive Surgical seller in Q4 2019 was Invesco, an estimated $571M sold.
Based on aggregated 13F filings for Q4 2019.