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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
BO
426
BRR OpCo
Ohio
$1.66M -$3.6K -21 -0.2%
RIM
427
Redpoint Investment Management
Australia
$1.66M -$3.53M -20,625 -68%
BTS
428
BB&T Securities
Virginia
$1.64M +$21.6K +126 +1%
WT
429
Whittier Trust
California
$1.61M
SF
430
Synovus Financial
Georgia
$1.6M -$779K -4,545 -33%
NCGI
431
Next Century Growth Investors
Minnesota
$1.59M -$69.9K -408 -4%
TVWM
432
Tower View Wealth Management
Wisconsin
$1.58M +$537K +3,132 +53%
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$1.58M +$1.04M +6,081 +204%
WMC
434
Westwood Management Corporation
Illinois
$1.57M -$5.24M -30,600 -77%
HCM
435
Highlander Capital Management
New Jersey
$1.57M
NCM
436
Northstar Capital Management
New York
$1.57M +$124K +723 +9%
KCMRT
437
Kemper Corp Master Retirement Trust
Illinois
$1.56M +$1.53M +8,925 New
BAM
438
Bruderman Asset Management
New York
$1.55M +$1.52M +8,862 New
WTC
439
WhitTier Trust Company
Nevada
$1.53M
Wealthfront Advisers
440
Wealthfront Advisers
California
$1.52M -$304K -1,776 -17%
MCM
441
Murphy Capital Management
New Jersey
$1.49M +$28.3K +165 +2%
MYAM
442
Meiji Yasuda Asset Management
Japan
$1.47M +$67.9K +396 +5%
SSB
443
Sandy Spring Bank
Maryland
$1.46M +$945K +5,517 +194%
IB
444
Intrust Bank
Kansas
$1.45M +$7.71K +45 +0.5%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$1.45M +$6.17K +36 +0.4%
1SB
446
1ST Source Bank
Indiana
$1.43M +$384K +2,241 +38%
CAMG
447
CWA Asset Management Group
Florida
$1.42M +$288K +1,680 +26%
WDA
448
Wendell David Associates
New Hampshire
$1.42M -$514 -3 -0%
TRAM
449
Tuscan Ridge Asset Management
Illinois
$1.42M +$1.39M +8,100 New
WG
450
Winton Group
United Kingdom
$1.41M -$10M -58,635 -88%

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.