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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
AP
476
Advisor Partners
California
$1.13M -$107K -627 -9%
IRF
477
IBM Retirement Fund
New York
$1.13M +$20K +117 +2%
RIM
478
Rampart Investment Management
Connecticut
$1.13M -$74.5K -435 -6%
GI
479
GAMCO Investors
Connecticut
$1.11M -$1.95M -11,361 -64%
VFA
480
Voya Financial Advisors
Connecticut
$1.1M +$69.9K +408 +7%
DADC
481
D.A. Davidson & Co
Montana
$1.09M -$348K -2,031 -25%
KIA
482
KCM Investment Advisors
California
$1.08M +$5.14K +30 +0.5%
AA
483
Altman Advisors
Illinois
$1.07M +$230K +1,341 +28%
BOTW
484
Bank of the West
California
$1.05M
WMSA
485
Weiss Multi-Strategy Advisers
New York
$1.05M -$514K -3,000 -33%
PCMI
486
Paradigm Capital Management Inc
New York
$1.05M
WCM
487
Whitener Capital Management
North Carolina
$1.03M +$15.4K +90 +2%
MFAM
488
Motley Fool Asset Management
Virginia
$1.02M +$106K +621 +12%
TF
489
Tompkins Financial
New York
$1.02M +$161K +939 +19%
PNC
490
Park National Corp
Ohio
$1.02M -$51.4K -300 -5%
SC
491
Scotia Capital
Ontario, Canada
$1.02M +$84.3K +492 +9%
CBU
492
CIBC Bank USA
Illinois
$1.02M +$308K +1,800 +45%
MML Investors Services
493
MML Investors Services
Massachusetts
$1.02M -$237K -1,383 -19%
IIC
494
Ironwood Investment Counsel
Arizona
$1.02M +$41.1K +240 +4%
IAA
495
Independent Advisor Alliance
North Carolina
$1.01M +$388K +2,262 +65%
IG
496
ING Group
Netherlands
$1.01M +$742K +4,329 +304%
Bessemer Group
497
Bessemer Group
New Jersey
$1M -$92K -537 -9%
WJA
498
Williams Jones & Associates
New York
$997K +$30.3K +177 +3%
FTIOP
499
Fiduciary Trust International of Pennsylvania
Pennsylvania
$996K
Truist Financial
500
Truist Financial
North Carolina
$992K +$102K +594 +12%

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.