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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
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$4.02M +$538K +3,141 +16%
SB
327
Simmons Bank
Arkansas
$3.98M -$36K -210 -0.9%
WS
328
Wedbush Securities
California
$3.98M -$55K -321 -1%
FNBT
329
FineMark National Bank & Trust
Florida
$3.97M +$304K +1,773 +8%
LFDLE
330
La Financiere de L'Echiquier
France
$3.95M +$529K +3,090 +16%
RIG
331
Renaissance Investment Group
Massachusetts
$3.95M +$1.95M +11,352 +101%
SIA
332
Sit Investment Associates
Minnesota
$3.94M
SGH
333
Sivik Global Healthcare
Connecticut
$3.93M -$1.29M -7,500 -25%
PAI
334
Pittenger & Anderson Inc
Nebraska
$3.9M +$595K +3,474 +18%
CCM
335
Crossvault Capital Management
Texas
$3.9M +$116K +675 +3%
BAS
336
Brown Advisory Securities
Maryland
$3.88M +$156K +909 +4%
Capstone Investment Advisors
337
Capstone Investment Advisors
New York
$3.86M +$3.38M +19,725 +845%
BPC
338
Banque Pictet & Cie
Switzerland
$3.85M -$24.7K -144 -0.7%
JCM
339
Jag Capital Management
Missouri
$3.77M +$3.7M +21,585 New
AFA
340
Arlington Financial Advisors
California
$3.72M +$26.7K +156 +0.7%
LCM
341
Landscape Capital Management
New Jersey
$3.69M +$2.82M +16,473 +357%
SIM
342
Sentry Investment Management
Wisconsin
$3.68M +$114K +666 +3%
RCM
343
Riverhead Capital Management
Delaware
$3.63M +$1.24M +7,230 +53%
PAG
344
Private Advisor Group
New Jersey
$3.62M +$121K +708 +4%
DA
345
Duality Advisers
Florida
$3.56M +$3.08M +18,000 +759%
EIP
346
Epoch Investment Partners
New York
$3.55M +$170K +990 +5%
ACI
347
Alpha Cubed Investments
California
$3.52M -$259K -1,512 -7%
SCM
348
Silvant Capital Management
Georgia
$3.47M -$313K -1,827 -8%
IAS
349
IMA Advisory Services
Colorado
$3.42M +$3.36M +19,584 New
MCM
350
Maytus Capital Management
New York
$3.41M +$3.34M +19,500 New

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.