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Intuitive Surgical

915 hedge funds and large institutions have $52.5B invested in Intuitive Surgical in 2019 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 346 increasing their positions, 322 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 322

0.08% less ownership

Funds ownership: 260.35%260.27% (-0.08%)

3% less funds holding

Funds holding: 946915 (-31)

8% less capital invested

Capital invested by funds: $57B → $52.5B (-$4.55B)

16% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 112

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

53% less call options, than puts

Call options by funds: $777M | Put options by funds: $1.65B

Holders
915
Holders Change
-31
Holders Change %
-3.28%
% of All Funds
19.87%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.46%
New
94
Increased
346
Reduced
322
Closed
112
Calls
$777M
Puts
$1.65B
Net Calls
-$877M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
251
Zurich Insurance Group
Switzerland
$8.09M -$2.27M -13,239 -22%
MOACM
252
Mutual of America Capital Management
New York
$8.09M +$106K +618 +1%
DnB Asset Management
253
DnB Asset Management
Norway
$8.02M -$615K -3,591 -7%
HIMCH
254
Hartford Investment Management Co (HIMCO)
Connecticut
$8.02M +$94.1K +549 +1%
AB
255
Amalgamated Bank
New York
$7.98M -$1.01M -5,892 -11%
Public Sector Pension Investment Board (PSP Investments)
256
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.93M +$2.88M +16,800 +59%
EAM
257
Erste Asset Management
Austria
$7.68M +$1.12M +6,540 +17%
D.E. Shaw & Co
258
D.E. Shaw & Co
New York
$7.24M +$5.42M +31,650 +324%
SV
259
Sturgeon Ventures
United Kingdom
$7.21M +$221K +1,290 +3%
AAM
260
Advisors Asset Management
Colorado
$7.02M -$290K -1,692 -4%
LTFS
261
Ladenburg Thalmann Financial Services
Florida
$6.98M +$1.32M +7,689 +24%
MLL
262
Moody Lynn & Lieberson
Massachusetts
$6.97M -$2.28M -13,326 -25%
Commonwealth Equity Services
263
Commonwealth Equity Services
Massachusetts
$6.94M +$986K +5,757 +17%
MPM
264
Meritage Portfolio Management
Kansas
$6.88M -$12.6M -73,677 -65%
ACM
265
Atika Capital Management
New York
$6.82M -$2.57M -15,003 -28%
RCM
266
Riverpark Capital Management
New York
$6.68M -$77.1K -450 -1%
CGH
267
Crossmark Global Holdings
Texas
$6.58M -$337K -1,968 -5%
SAM
268
Silvercrest Asset Management
New York
$6.5M -$113K -657 -2%
VAS
269
Valicenti Advisory Services
New York
$6.49M +$54K +315 +0.9%
NAM
270
Nissay Asset Management
Japan
$6.47M -$576K -3,360 -8%
ZIM
271
Zacks Investment Management
Illinois
$6.42M -$2.56M -14,922 -29%
SAM
272
Securian Asset Management
Minnesota
$6.41M +$98.7K +576 +2%
JGC
273
J. Goldman & Co
New York
$6.32M -$653K -3,813 -10%
SAM
274
Shell Asset Management
Netherlands
$6.31M -$110K -642 -2%
SWM
275
SVA Wealth Management
Wisconsin
$6.15M -$1.98M -11,565 -25%

ISRG Hedge Fund Activity: Q2 2019 in Review

915 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2019, worth a combined $52.5B — down 8% from $57B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of ISRG and 94 opened new positions — a net loss of 18 holders — while 322 trimmed existing stakes and 346 added.

The largest buyer was Nuveen, adding an estimated $947M. The largest seller was Citadel Advisors, cutting an estimated $262M.

  • 915 institutional investors held Intuitive Surgical (ISRG) as of Q2 2019, down from 946 in Q1 2019.
  • Funds reported $52.5B of Intuitive Surgical stock for Q2 2019, down 8% quarter-over-quarter.
  • 94 funds opened new Intuitive Surgical positions in Q2 2019 and 112 closed out, a net change of -18 holders.
  • The largest Intuitive Surgical buyer in Q2 2019 was Nuveen, an estimated $947M added.
  • The largest Intuitive Surgical seller in Q2 2019 was Citadel Advisors, an estimated $262M sold.

Based on aggregated 13F filings for Q2 2019.