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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
TYCC
701
Texas Yale Capital Corp
Florida
$275K +$270K +1,575 New
BWP
702
Baldwin Wealth Partners
Massachusetts
$273K
SL
703
Signition LP
New York
$273K +$267K +1,560 New
RMDI
704
R.M. Davis Inc
Maine
$272K
SP
705
Symmetry Partners
Connecticut
$269K -$193K -1,125 -42%
EWM
706
Evercore Wealth Management
New York
$269K +$59.1K +345 +29%
LC
707
Lindbrook Capital
California
$268K +$5.65K +33 +2%
TSWM
708
Triangle Securities Wealth Management
North Carolina
$267K
FFN
709
Focus Financial Network
Minnesota
$266K +$3.6K +21 +1%
SIC
710
SFE Investment Counsel
California
$266K +$36.5K +213 +16%
HFM
711
Harvest Fund Management
China
$265K -$332K -1,935 -56%
RI
712
Rudd International
Florida
$265K -$514 -3 -0.2%
WA
713
WBH Advisory
Maryland
$265K
MC
714
Moors & Cabot
Massachusetts
$265K +$260K +1,515 New
PTC
715
Private Trust Company
Ohio
$263K -$131K -765 -34%
FWIA
716
Fort Washington Investment Advisors
Ohio
$262K
TFGT
717
TS Financial Group (TSFG)
Illinois
$262K
NG
718
Northstar Group
New York
$262K +$257K +1,500 New
RM
719
Resource Management
Louisiana
$262K +$257K +1,500 New
AW
720
Alpha Windward
Massachusetts
$261K +$1.03K +6 +0.4%
ACA
721
Aptus Capital Advisors
Alabama
$257K
SLG
722
Stanley-Laman Group
Pennsylvania
$257K +$251K +1,467 New
BHB
723
Bank Hapoalim BM
Israel
$257K +$252K +1,470 New
PP
724
Prudential plc
United Kingdom
$255K -$565K -3,300 -69%
B
725
Bailard
California
$254K +$249K +1,455 New

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.