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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
ACM
501
Ativo Capital Management
Illinois
$990K -$256K -1,494 -21%
CCIA
502
Campbell & Co Investment Adviser
Maryland
$984K +$480K +2,802 +99%
CI
503
Conning Inc
Connecticut
$970K -$648K -3,780 -41%
CIC
504
Chilton Investment Company
Connecticut
$968K
BFC
505
Bedel Financial Consulting
Indiana
$961K
SFI
506
SPC Financial Inc
Maryland
$960K +$25.7K +150 +3%
MIFH
507
Migdal Insurance & Financial Holdings
Israel
$958K +$206K +1,203 +28%
EWA
508
EP Wealth Advisors
California
$949K +$268K +1,566 +41%
HCM
509
Hollencrest Capital Management
California
$932K -$5.14K -30 -0.6%
FBT
510
First Bank & Trust
South Dakota
$928K -$11.3K -66 -1%
HCM
511
Howland Capital Management
Massachusetts
$928K
FG
512
Fiduciary Group
Georgia
$924K -$15.4K -90 -2%
CC
513
ClearArc Capital
Ohio
$903K -$104K -606 -11%
I
514
IberiaBank
Louisiana
$901K -$13.4K -78 -1%
SSWM
515
Smith Salley Wealth Management
North Carolina
$901K -$5.14K -30 -0.6%
MCP
516
Mirador Capital Partners
California
$901K +$883K +5,154 New
CNBT
517
Canandaigua National Bank & Trust
New York
$900K -$106K -621 -11%
LG
518
LaFleur & Godfrey
Michigan
$884K -$5.14K -30 -0.6%
SI
519
Stephens Inc
Arkansas
$882K +$276K +1,608 +47%
ZCA
520
Zeke Capital Advisors
Pennsylvania
$875K
VR
521
Viridian RIA
Washington
$874K +$892K +5,208 New
WGA
522
Weather Gauge Advisory
Virginia
$869K -$23.1K -135 -3%
MCM
523
McRae Capital Management
New Jersey
$868K -$12.9K -75 -1%
TFS
524
Thoroughbred Financial Services
Tennessee
$865K +$410K +2,394 +94%
AI
525
Atria Investments
North Carolina
$864K +$81.7K +477 +10%

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.