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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
NP
276
NS Partners
United Kingdom
$6.1M +$5.97M +34,869 New
AC
277
Allstate Corporation
Illinois
$6M +$1.03M +6,012 +21%
B
278
BP
United Kingdom
$5.98M -$308K -1,800 -5%
HTI
279
Hikari Tsushin Inc
Japan
$5.95M
ACM
280
Azimuth Capital Management
Michigan
$5.88M -$3.66M -21,384 -39%
CCM
281
Copernicus Capital Management
California
$5.88M +$4.93M +28,797 +599%
YIA
282
YHB Investment Advisors
Connecticut
$5.83M -$83.8K -489 -1%
GLAM
283
Gardner Lewis Asset Management
Pennsylvania
$5.79M +$727K +4,245 +15%
ETI
284
Enterprise Trust & Investment
California
$5.79M +$5.67M +33,096 New
SCM
285
Sandler Capital Management
New York
$5.69M -$10.1M -59,100 -64%
WCM
286
Wisconsin Capital Management
Wisconsin
$5.69M +$1.9M +11,064 +52%
FLII
287
First Long Island Investors
New York
$5.67M
AIM
288
Artemis Investment Management
United Kingdom
$5.66M -$15.9M -92,949 -74%
MAM
289
Marketfield Asset Management
New York
$5.44M -$1.43M -8,319 -21%
FC
290
Forte Capital
New York
$5.42M +$5.31M +30,984 New
HT
291
HighTower Trust
Texas
$5.38M +$5.27M +30,771 New
TCM
292
Traynor Capital Management
Pennsylvania
$5.33M -$242K -1,413 -4%
LWM
293
Lyell Wealth Management
California
$5.33M +$671K +3,915 +15%
PIA
294
Piedmont Investment Advisors
North Carolina
$5.3M +$9.25K +54 +0.2%
Marshall Wace
295
Marshall Wace
United Kingdom
$5.3M -$8.73M -50,958 -63%
PA
296
Profund Advisors
Maryland
$5.29M -$95.1K -555 -2%
RIA
297
RPG Investment Advisory
California
$5.21M +$5.08M +29,652 +44,927%
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$5.21M +$929K +5,421 +39%
AIP
299
Ameritas Investment Partners
Nebraska
$5.19M +$31.9K +186 +0.6%
VSI
300
Verde Servicos Internacionais
Brazil
$5.1M -$1.39M -8,112 -22%

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.