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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
DCM
626
Driehaus Capital Management
Illinois
$415K -$345K -2,013 -46%
HKAM
627
Horizon Kinetics Asset Management
New York
$409K
TIA
628
Tiemann Investment Advisors
California
$409K +$10.3K +60 +3%
CEP
629
Chicago Equity Partners
Illinois
$401K -$74.5K -435 -16%
CICI
630
Capital Investment Counsel Inc
North Carolina
$399K
CSS
631
Cubist Systematic Strategies
Connecticut
$398K -$596K -3,477 -60%
FHB
632
First Hawaiian Bank
Hawaii
$398K +$2.06K +12 +0.5%
LJHT
633
Laurie J. Hall Trustee
$393K -$193K -1,125 -33%
ATC
634
Argent Trust Co
Tennessee
$389K -$1.03K -6 -0.3%
EMG
635
ETF Managers Group
New Jersey
$388K -$63.2K -369 -14%
MFG
636
Merit Financial Group
Georgia
$388K +$7.2K +42 +2%
FMB
637
Field & Main Bank
Kentucky
$382K +$65.3K +381 +21%
EWM
638
Endurance Wealth Management
Rhode Island
$381K
CMI
639
Clare Market Investments
Texas
$380K +$373K +2,175 New
SBIA
640
Sheaff Brock Investment Advisors
Indiana
$380K -$51.4K -300 -12%
Mackenzie Financial
641
Mackenzie Financial
Ontario, Canada
$377K -$5.09M -29,706 -93%
CTC
642
Central Trust Company
Missouri
$377K +$115K +669 +46%
GT
643
Glenview Trust
Kentucky
$375K
PCM
644
Penserra Capital Management
California
$375K +$11.3K +66 +3%
EWA
645
Exencial Wealth Advisors
Oklahoma
$374K
DI
646
Diligent Investors
California
$365K +$69.4K +405 +24%
ZB
647
Zions Bancorporation
Utah
$364K -$31.4K -183 -8%
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$362K +$10.3K +60 +3%
DIA
649
Dana Investment Advisors
Wisconsin
$361K +$354K +2,064 New
HC
650
Henshaw Capital
Massachusetts
$359K +$57.1K +333 +19%

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.