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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
CRWM
551
Castle Rock Wealth Management
California
$696K +$652K +3,804 New
SW
552
SlateStone Wealth
Florida
$690K -$74.5K -435 -10%
IEFM
553
IQ EQ Fund Management
Ireland
$687K +$673K +3,927 New
WF
554
Welch & Forbes
Massachusetts
$668K
SGI
555
Summit Global Investments
Utah
$656K +$24.7K +144 +4%
TFA
556
Transamerica Financial Advisors
Florida
$650K +$636K +3,714 New
SP
557
SWS Partners
Ohio
$648K +$621K +3,624 New
IFWM
558
Institute for Wealth Management
Colorado
$645K -$2.36M -13,761 -79%
CAN
559
Cetera Advisor Networks
California
$644K +$56K +327 +10%
AWM
560
AE Wealth Management
Kansas
$639K +$626K +3,654 New
FI
561
FormulaFolio Investments
Michigan
$638K +$388K +2,265 +163%
Schroder Investment Management Group
562
Schroder Investment Management Group
United Kingdom
$631K -$345K -2,013 -36%
KA
563
Kintegral Advisory
New York
$627K
DY
564
Dowling & Yahnke
California
$626K -$62.7K -366 -9%
CCA
565
Checchi Capital Advisers
California
$624K +$41.6K +243 +7%
HI
566
Harrington Investments
California
$623K +$30.8K +180 +5%
CCM
567
Canal Capital Management
Virginia
$619K +$607K +3,540 New
NPF
568
Norris Perne & French
Michigan
$616K
FWM
569
Frontier Wealth Management
Missouri
$612K -$41.1K -240 -6%
MOS
570
MGO One Seven
Ohio
$604K +$34.4K +201 +6%
EHC
571
Everett Harris & Co
California
$603K -$64.3K -375 -10%
RC
572
RegentAtlantic Capital
New Jersey
$603K
II
573
Inspire Investing
Idaho
$601K +$99.7K +582 +20%
CCP
574
Corient Capital Partners
California
$600K +$9.77K +57 +2%
KA
575
Kovack Advisors
Florida
$596K -$274K -1,599 -32%

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.