Intuitive Surgical
ISRG
1,372 hedge funds and large institutions have $100B invested in Intuitive Surgical in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 533 increasing their positions, 458 reducing their positions, and 63 closing their positions.
108% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 63
16% more repeat investments, than reductions
Existing positions increased: 533 | Existing positions reduced: 458
11% more funds holding in top 10
Funds holding in top 10: 38 → 42 (+4)
4% more funds holding
Funds holding: 1,320 → 1,372 (+52)
9% less capital inflows, than outflows
Capital inflows: $3.88B | Capital outflows: $4.25B
1.1% less ownership
Funds ownership: 85.36% → 84.25% (-1.1%)
16% less call options, than puts
Call options by funds: $2.25B | Put options by funds: $2.69B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$194M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$162M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$120M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$117M |
| 5 |
Two Sigma Advisers
New York
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$646M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$598M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$335M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$227M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$176M |
ISRG Hedge Fund Activity: Q3 2021 in Review
1,372 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2021, worth a combined $100B — up 7.2% from $93B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new ISRG positions and 63 closed out — a net gain of 68 holders — while 533 added to existing stakes and 458 trimmed.
The largest buyer was UBS AM, adding an estimated $194M. The largest seller was Morgan Stanley, cutting an estimated $646M.
- 1,372 institutional investors held Intuitive Surgical (ISRG) as of Q3 2021, up from 1,320 in Q2 2021.
- Funds reported $100B of Intuitive Surgical stock for Q3 2021, up 7.2% quarter-over-quarter.
- 131 funds opened new Intuitive Surgical positions in Q3 2021 and 63 closed out, a net change of +68 holders.
- The largest Intuitive Surgical buyer in Q3 2021 was UBS AM, an estimated $194M added.
- The largest Intuitive Surgical seller in Q3 2021 was Morgan Stanley, an estimated $646M sold.
Based on aggregated 13F filings for Q3 2021.