We are live on ! Find out more
ISRG icon

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
ONB
376
Old National Bancorp
Indiana
$2.4M +$202K +1,179 +9%
NA
377
Navellier & Associates
Nevada
$2.39M -$2.94M -17,154 -56%
CIBC World Market
378
CIBC World Market
Ontario, Canada
$2.37M -$3.33M -19,428 -59%
MIG
379
McGuire Investment Group
Rhode Island
$2.35M +$1.12M +6,513 +94%
OAM
380
Ostrum Asset Management
France
$2.35M +$660K +3,852 +40%
Rafferty Asset Management
381
Rafferty Asset Management
New York
$2.35M +$332K +1,935 +17%
SIC
382
Sigma Investment Counselors
Michigan
$2.33M +$111K +645 +5%
PAM
383
Panagora Asset Management
Massachusetts
$2.3M +$4.11K +24 +0.2%
NMIMC
384
Northwestern Mutual Investment Management Company
Wisconsin
$2.3M -$6.69M -39,060 -75%
MME
385
Meag Munich Ergo
Germany
$2.26M
SSI
386
Scott & Selber Inc
Texas
$2.24M +$92K +537 +4%
CFB
387
Cullen/Frost Bankers
Texas
$2.18M +$4.11K +24 +0.2%
Wolverine Trading
388
Wolverine Trading
Illinois
$2.18M +$1.78M +10,380 +496%
CAM
389
Covenant Asset Management
New Jersey
$2.15M +$56K +327 +3%
CM
390
Castleark Management
Illinois
$2.15M -$8.78M -51,270 -81%
LS
391
Livforsakringsbolaget Skandia
Sweden
$2.13M +$103K +600 +5%
Mercer Global Advisors
392
Mercer Global Advisors
Colorado
$2.1M -$185K -1,077 -8%
OC
393
Oppenheimer & Co
New York
$2.08M -$2.82M -16,443 -58%
FCT
394
Family Capital Trust
Massachusetts
$2.08M
AAF
395
Andra AP-fonden
Sweden
$2.05M -$2.11M -12,300 -51%
RA
396
RiverPark Advisors
New York
$2.04M +$271K +1,581 +16%
BFS
397
Bradley Foster & Sargent
Connecticut
$2.04M -$12.9K -75 -0.6%
BST
398
Bath Savings Trust
Maine
$2.03M -$48.8K -285 -2%
PWP
399
Private Wealth Partners
California
$2M +$31.4K +183 +2%
LIA
400
LS Investment Advisors
Michigan
$1.97M +$32.9K +192 +2%

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.