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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
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$850K -$32.9K -192 -4%
TRCT
527
Tower Research Capital (TRC)
New York
$848K -$9.25K -54 -1%
SHGA
528
Sand Hill Global Advisors
California
$848K +$7.71K +45 +0.9%
NMIFOAC
529
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$839K +$822K +4,800 New
FAAS
530
First Allied Advisory Services
California
$814K +$63.2K +369 +9%
LBD
531
Landsberg Bennett & Dubbaneh
Florida
$812K +$4.11K +24 +0.5%
GD
532
Grandfield & Dodd
New York
$811K
IFAM
533
Institutional & Family Asset Management
Colorado
$808K +$72K +420 +10%
ATFA
534
All Terrain Financial Advisors
Minnesota
$807K
TCOV
535
Trust Company of Vermont
Vermont
$805K -$27.2K -159 -3%
AF
536
Alerus Financial
North Dakota
$802K +$593K +3,462 +308%
BA
537
Birinyi Associates
Connecticut
$787K +$771K +4,500 New
JWBC
538
J.W. Burns & Co
New York
$785K +$169K +987 +28%
WSFS
539
Wilmington Savings Fund Society
Delaware
$785K +$180K +1,050 +30%
BRWA
540
B. Riley Wealth Advisors
Florida
$776K -$64.8K -378 -8%
CC
541
Chicago Capital
Illinois
$770K -$8.74K -51 -1%
NAM
542
NorthCoast Asset Management
Connecticut
$756K +$741K +4,326 New
SMFG
543
Sumitomo Mitsui Financial Group
Japan
$751K -$2.29M -13,362 -75%
Qube Research & Technologies (QRT)
544
Qube Research & Technologies (QRT)
United Kingdom
$750K -$991K -5,784 -57%
PA
545
PFG Advisors
Arizona
$748K +$728K +4,251 New
TC
546
Telemus Capital
Michigan
$737K -$77.1K -450 -9%
AA
547
ALPS Advisors
Colorado
$726K +$206K +1,200 +41%
RBFC
548
Roman Butler Fullerton & Co
Missouri
$720K -$352K -2,052 -33%
LP
549
LMR Partners
United Kingdom
$700K +$686K +4,005 New
BFEC
550
Benjamin F. Edwards & Company
Missouri
$698K -$6.17K -36 -0.9%

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.