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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
SS
601
Sunbelt Securities
Texas
$484K +$474K +2,769 New
TTWM
602
TCV Trust & Wealth Management
Virginia
$475K
1832 Asset Management
603
1832 Asset Management
Ontario, Canada
$473K +$463K +2,700 +7,500%
HCMNY
604
Howard Capital Management (New York)
New York
$472K
SRC
605
Stone Run Capital
New York
$472K
EH
606
Employers Holdings
Nevada
$472K +$463K +2,700 New
MUS
607
Mitsubishi UFJ Securities
Japan
$472K +$463K +2,700 New
TSS
608
Two Sigma Securities
New York
$468K +$459K +2,676 New
CWM
609
Calamos Wealth Management
Illinois
$466K -$58.6K -342 -11%
LNC
610
Lincoln National Corp
Pennsylvania
$463K +$96.6K +564 +27%
RJT
611
Raymond James Trust
Florida
$458K +$1.03K +6 +0.2%
Millennium Management
612
Millennium Management
New York
$447K -$197M -1,152,246 -100%
BM
613
Brandywine Managers
Delaware
$446K +$51.4K +300 +13%
WCM
614
Weik Capital Management
Pennsylvania
$443K -$257K -1,500 -37%
CAM
615
Claret Asset Management
Quebec, Canada
$442K -$2.57K -15 -0.6%
DBT
616
Dubuque Bank & Trust
Iowa
$441K +$1.54K +9 +0.4%
CC
617
Cedar Capital
Illinois
$434K -$8.22K -48 -2%
ACM
618
AlphaCrest Capital Management
New York
$431K +$422K +2,463 New
JIC
619
Joel Isaacson & Co
New York
$425K +$4.11K +24 +1%
WWM
620
Windsor Wealth Management
Indiana
$425K +$179K +1,047 +77%
JIP
621
Jaffetilchin Investment Partners
Florida
$423K -$451K -2,634 -52%
HCM
622
Howard Capital Management
Georgia
$420K -$34.4K -201 -8%
NAM
623
North American Management
Massachusetts
$417K
Rockefeller Capital Management
624
Rockefeller Capital Management
New York
$416K -$683K -3,987 -63%
VF
625
Virtu Financial
New York
$416K -$233K -1,362 -36%

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.