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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
Allianz Asset Management
26
Allianz Asset Management
Germany
$316M -$16.5M -96,135 -5%
Coatue Management
27
Coatue Management
New York
$302M +$296M +1,729,956 New
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$297M +$39.4M +229,797 +16%
Lazard Asset Management
29
Lazard Asset Management
New York
$288M
Goldman Sachs
30
Goldman Sachs
New York
$273M +$17.9M +104,394 +7%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$249M -$8.68M -50,679 -3%
Charles Schwab
32
Charles Schwab
California
$247M +$5.42M +31,617 +2%
CS
33
Credit Suisse
Switzerland
$241M +$32.4M +189,078 +16%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$235M -$4.01M -23,397 -2%
WRF
35
Waddell & Reed Financial
Kansas
$221M -$38.9M -227,055 -15%
Wells Fargo
36
Wells Fargo
California
$219M +$29.8M +173,955 +16%
EVM
37
Eaton Vance Management
Massachusetts
$204M +$26M +151,971 +15%
Swiss National Bank
38
Swiss National Bank
Switzerland
$196M -$4.11M -24,000 -2%
UBS AM
39
UBS AM
Illinois
$190M +$9.44M +55,101 +5%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$186M -$2.21M -12,885 -1%
DGI
41
Disciplined Growth Investors
Minnesota
$181M -$11.7M -68,094 -6%
A
42
AustralianSuper
Australia
$172M
PPA
43
Parametric Portfolio Associates
Washington
$167M -$12M -69,825 -7%
Ameriprise
44
Ameriprise
Minnesota
$166M +$17.2M +100,623 +12%
CG
45
Carmignac Gestion
France
$165M +$23.2M +135,519 +17%
Axa
46
Axa
France
$157M -$3.9M -22,752 -2%
FAM
47
Fred Alger Management
New York
$145M -$39.1M -228,438 -22%
Deutsche Bank
48
Deutsche Bank
Germany
$139M +$28.2M +164,361 +26%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$138M -$17.7M -103,038 -12%
UBS Group
50
UBS Group
Switzerland
$136M -$9.59M -55,989 -7%

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.