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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
RIL
576
Rothschild Investment LLC
Illinois
$590K
LOAME
577
Lombard Odier Asset Management (Europe)
United Kingdom
$587K
FT
578
Fiduciary Trust
Massachusetts
$582K +$105K +615 +23%
NL
579
NVWM LLC
Pennsylvania
$579K
PWM
580
Perigon Wealth Management
California
$577K -$32.4K -189 -5%
BJL
581
Brighton Jones LLC
Washington
$577K
AAS
582
Avantax Advisory Services
Texas
$574K -$514 -3 -0.1%
PSUF
583
People's United Financial
Connecticut
$573K -$212K -1,236 -27%
DC
584
Davenport & Co
Virginia
$569K +$558K +3,255 New
SLI
585
Sumitomo Life Insurance
Japan
$567K +$5.65K +33 +1%
FHA
586
Flagship Harbor Advisors
Massachusetts
$562K +$9.77K +57 +2%
APA
587
American Portfolios Advisors
New York
$553K +$104K +609 +24%
EB
588
Eastern Bank
Massachusetts
$553K
Lido Advisors
589
Lido Advisors
California
$550K +$3.08K +18 +0.6%
SFA
590
Sequoia Financial Advisors
Ohio
$547K +$189K +1,104 +55%
SVWAG
591
Sound View Wealth Advisors Group
Georgia
$543K +$532K +3,105 New
BAM
592
Belpointe Asset Management
Nevada
$540K +$142K +831 +37%
SM
593
Sciencast Management
New Jersey
$534K +$514K +3,000 New
WPC
594
Waters Parkerson & Co
Louisiana
$530K
AFG
595
Albion Financial Group
Utah
$527K
FMLI
596
Fukoku Mutual Life Insurance
Japan
$519K -$103K -600 -17%
Mariner
597
Mariner
Kansas
$509K +$68.4K +399 +16%
BCP
598
Berkeley Capital Partners
Georgia
$508K +$9.77K +57 +2%
CSIC
599
Clifford Swan Investment Counsel
California
$504K +$5.14K +30 +1%
UR
600
USCA RIA
Texas
$502K +$116K +678 +31%

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.