Intuitive Surgical
ISRG
1,413 hedge funds and large institutions have $74.7B invested in Intuitive Surgical in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 526 increasing their positions, 520 reducing their positions, and 110 closing their positions.
47% more call options, than puts
Call options by funds: $804M | Put options by funds: $547M
5% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 110
1% more repeat investments, than reductions
Existing positions increased: 526 | Existing positions reduced: 520
0.59% more ownership
Funds ownership: 82.88% → 83.48% (+0.59%)
4% less capital invested
Capital invested by funds: $77.6B → $74.7B (-$2.92B)
2% less funds holding
Funds holding: 1,437 → 1,413 (-24)
22% less funds holding in top 10
Funds holding in top 10: 58 → 45 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$196M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$143M |
| 3 |
BlackRock
New York
|
+$116M |
| 4 |
Renaissance Technologies
New York
|
+$102M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$354M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$293M |
| 3 |
Millennium Management
New York
|
-$210M |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
-$142M |
| 5 |
Janus Henderson Group
London,
|
-$112M |
ISRG Hedge Fund Activity: Q1 2023 in Review
1,413 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2023, worth a combined $74.7B — down 3.8% from $77.6B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new ISRG positions and 110 closed out — a net gain of 5 holders — while 526 added to existing stakes and 520 trimmed.
The largest buyer was Marshall Wace, adding an estimated $196M. The largest seller was JP Morgan Chase, cutting an estimated $354M.
- 1,413 institutional investors held Intuitive Surgical (ISRG) as of Q1 2023, down from 1,437 in Q4 2022.
- Funds reported $74.7B of Intuitive Surgical stock for Q1 2023, down 3.8% quarter-over-quarter.
- 115 funds opened new Intuitive Surgical positions in Q1 2023 and 110 closed out, a net change of +5 holders.
- The largest Intuitive Surgical buyer in Q1 2023 was Marshall Wace, an estimated $196M added.
- The largest Intuitive Surgical seller in Q1 2023 was JP Morgan Chase, an estimated $354M sold.
Based on aggregated 13F filings for Q1 2023.