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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
NMC
451
Nine Masts Capital
Hong Kong
$1.41M +$1.38M +8,037 New
ECM
452
Everence Capital Management
Indiana
$1.4M
Walleye Trading
453
Walleye Trading
New York
$1.38M -$2.2M -12,834 -62%
MS
454
Mizuho Securities
Japan
$1.36M +$262K +1,530 +24%
B
455
Barings
North Carolina
$1.36M +$1.1M +6,432 +485%
GT
456
Greenleaf Trust
Michigan
$1.36M -$231K -1,347 -15%
RC
457
Roundview Capital
New Jersey
$1.34M +$1.32M +7,686 New
PFM
458
Patton Fund Management
Texas
$1.32M +$1.29M +7,536 New
S
459
Seeyond
France
$1.31M -$44.2K -258 -3%
GPC
460
Glacier Peak Capital
Washington
$1.31M +$1.29M +7,500 New
RAM
461
Redmond Asset Management
Virginia
$1.3M -$20.6K -120 -2%
Baird Financial Group
462
Baird Financial Group
Wisconsin
$1.3M +$21.1K +123 +2%
ECM
463
ETrade Capital Management
Virginia
$1.27M -$113K -657 -8%
AI
464
Atom Investors
Texas
$1.27M +$1.24M +7,263 New
KRSITF
465
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.26M +$67.9K +396 +6%
MYLI
466
Meiji Yasuda Life Insurance
Japan
$1.22M -$103K -600 -8%
GG
467
Gofen & Glossberg
Illinois
$1.2M +$170K +990 +17%
MAM
468
Morse Asset Management
Connecticut
$1.19M +$203K +1,185 +21%
AMI
469
Amica Mutual Insurance
Rhode Island
$1.18M
FA
470
FDx Advisors
Illinois
$1.18M +$133K +777 +13%
JGGDR
471
JGP Global Gestao de Recursos
Brazil
$1.17M +$925K +5,400 +423%
VanEck Associates
472
VanEck Associates
New York
$1.16M +$543K +3,168 +91%
RCIM
473
Russell Clark Investment Management
United Kingdom
$1.15M +$1.13M +6,600 New
DAS
474
Dynamic Advisor Solutions
Arizona
$1.15M -$28.8K -168 -3%
MTC
475
McDaniel Terry & Co
Texas
$1.14M +$617K +3,600 +123%

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.