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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
MWM
301
Mission Wealth Management
California
$5.06M -$1.03K -6 -0%
BG
302
Bahl & Gaynor
Ohio
$4.99M -$79.7K -465 -2%
IHL
303
Investment House LLC
California
$4.94M +$30.8K +180 +0.6%
NMERB
304
New Mexico Educational Retirement Board
New Mexico
$4.91M -$103K -600 -2%
P
305
Pitcairn
Pennsylvania
$4.81M -$202K -1,179 -4%
SIC
306
Salem Investment Counselors
North Carolina
$4.75M +$1.82M +10,614 +64%
GIP
307
Granite Investment Partners
California
$4.74M +$1.05M +6,153 +29%
AG
308
Advisor Group
Arizona
$4.69M +$185K +1,077 +4%
UC
309
Unio Capital
New Jersey
$4.68M +$830K +4,845 +23%
Twin Tree Management
310
Twin Tree Management
Texas
$4.66M +$4.57M +26,652 New
TAF
311
Tredje AP-fonden
Sweden
$4.59M -$275K -1,605 -6%
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$4.56M +$354K +2,064 +9%
CAI
313
Capital Advisors Inc
Oklahoma
$4.53M +$2.65M +15,492 +149%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$4.46M +$492K +2,874 +13%
Man Group
315
Man Group
United Kingdom
$4.43M -$8.01M -46,734 -65%
BF
316
BOK Financial
Oklahoma
$4.32M +$240K +1,398 +6%
RFC
317
Regions Financial Corp
Alabama
$4.29M +$101K +588 +2%
CIP
318
Chartwell Investment Partners
Pennsylvania
$4.27M -$370K -2,160 -8%
RBA
319
Richard Bernstein Advisors
New York
$4.27M
II
320
IFM Investors
Australia
$4.22M +$320K +1,869 +8%
LSA
321
L & S Advisors
California
$4.16M -$177K -1,035 -4%
ACM
322
Aubrey Capital Management
United Kingdom
$4.14M
WAM
323
World Asset Management
Michigan
$4.12M +$125K +732 +3%
ASN
324
Advisory Services Network
Georgia
$4.08M -$54K -315 -1%
H
325
HoyleCohen
California
$4.03M

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.