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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
Cerity Partners
676
Cerity Partners
New York
$313K -$288K -1,680 -48%
W
677
WealthStone
Ohio
$312K +$305K +1,782 New
FDCDDQ
678
Federation des caisses Desjardins du Quebec
Quebec, Canada
$309K +$43.2K +252 +17%
PVH
679
Psagot Value Holdings
Israel
$306K
DWM
680
Dorchester Wealth Management
Quebec, Canada
$306K +$300K +1,749 New
ACM
681
Advisors Capital Management
New Jersey
$305K +$21.6K +126 +8%
IA
682
Independence Advisors
Pennsylvania
$304K
GCM
683
Gladius Capital Management
Illinois
$302K +$83.8K +489 +40%
IA
684
IFG Advisory
Georgia
$301K +$64.3K +375 +28%
S
685
SignatureFD
Georgia
$300K -$35.5K -207 -11%
AFP
686
Ausdal Financial Partners
Iowa
$300K -$4.63K -27 -2%
BSW
687
Buckingham Strategic Wealth
Missouri
$300K +$27.8K +162 +10%
FPS
688
Fieldpoint Private Securities
Connecticut
$297K +$276K +1,611 +1,852%
HBT
689
Hills Bank & Trust
Iowa
$293K
CCM
690
Community Capital Management
Florida
$286K
PCM
691
Parsons Capital Management
Rhode Island
$286K +$23.1K +135 +9%
MC
692
Matisse Capital
Oregon
$284K -$103K -600 -27%
NFG
693
Next Financial Group
Texas
$284K +$122K +714 +78%
BCWM
694
Bartlett & Co Wealth Management
Ohio
$283K
BC
695
Bartlett & Co
Ohio
$283K
BFO
696
Biltmore Family Office
North Carolina
$280K -$45.7K -267 -14%
HWA
697
HCR Wealth Advisors
California
$279K +$44.7K +261 +20%
BSPF
698
British Steel Pension Fund
United Kingdom
$277K -$296K -1,728 -52%
SC
699
Savant Capital
Illinois
$277K -$20.6K -120 -7%
CYG
700
Clean Yield Group
Vermont
$275K

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.