We are live on ! Find out more
ISRG icon

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
WP
651
WMS Partners
Maryland
$358K +$19K +111 +6%
WAM
652
Wealthspire Advisors (Maryland)
Maryland
$357K -$181K -1,059 -34%
NA
653
NewEdge Advisors
Louisiana
$356K -$131K -765 -27%
MF
654
Magnetar Financial
Illinois
$353K -$308K -1,800 -47%
CWP
655
Capital Wealth Planning
Florida
$353K +$346K +2,019 New
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$352K
MSE
657
MUFG Securities EMEA
United Kingdom
$351K -$264K -1,539 -43%
CS
658
Cannell & Spears
New York
$351K
PHK
659
Point72 Hong Kong
Hong Kong
$351K +$344K +2,007 New
NAS
660
Nicolet Advisory Services
Wisconsin
$345K +$338K +1,974 New
SAM
661
Silphium Asset Management
United Kingdom
$341K +$61.7K +360 +23%
EIA
662
Edgemoor Investment Advisors
Maryland
$339K
LJAC
663
L.J. Altfest & Co
New York
$333K +$326K +1,902 New
CCM
664
Coldstream Capital Management
Washington
$330K -$50.4K -294 -13%
PA
665
Parallel Advisors
California
$330K +$4.63K +27 +1%
CGL
666
Clarius Group LLC
Washington
$328K +$105K +615 +49%
AMCA
667
Arthur M. Cohen & Associates
Illinois
$323K +$317K +1,848 New
VCM
668
Virtue Capital Management
Tennessee
$322K +$316K +1,842 New
1WA
669
180 Wealth Advisors
Washington
$321K -$1.54K -9 -0.5%
CC
670
Cannell & Co
New York
$316K +$52.4K +306 +20%
GFP
671
Gryphon Financial Partners
Ohio
$316K +$309K +1,806 New
HAG
672
HighPoint Advisor Group
Illinois
$315K -$74K -432 -20%
LIM
673
Leavell Investment Management
Alabama
$315K
SWM
674
SeaCrest Wealth Management
New York
$315K +$1.03K +6 +0.3%
CCG
675
Cypress Capital Group
Florida
$314K -$66.3K -387 -18%

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.