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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
DDC
51
DF Dent & Co
Maryland
$135M +$15.9M +92,823 +14%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$128M +$16.1M +93,843 +15%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$117M -$27.8K -162 -0%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$115M -$7M -40,842 -6%
AQR Capital Management
55
AQR Capital Management
Connecticut
$111M +$7.09M +41,382 +7%
O
56
OrbiMed
New York
$110M
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$110M -$190K -1,110 -0.2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$109M -$3.74M -21,834 -3%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$109M +$39.5M +230,475 +59%
Chevy Chase Trust
60
Chevy Chase Trust
Maryland
$106M -$340K -1,986 -0.3%
GGHC
61
Gilder Gagnon Howe & Co
New York
$105M -$1.48M -8,649 -1%
PI
62
Putnam Investments
Massachusetts
$105M -$33.1M -193,179 -24%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$104M -$5.96M -34,782 -6%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$101M -$8.53M -49,779 -8%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$100M +$1.26M +7,356 +1%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$99.4M -$2.08M -12,123 -2%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$99.2M +$7.33M +42,768 +8%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$94.4M -$1.86M -10,848 -2%
Barclays
69
Barclays
United Kingdom
$91.6M +$24.6M +143,649 +38%
Principal Financial Group
70
Principal Financial Group
Iowa
$88.4M +$873K +5,097 +1%
BG
71
Bellevue Group
Switzerland
$88.4M +$8.99M +52,449 +12%
SFFS
72
Stonehage Fleming Financial Services
Jersey
$84.8M +$12.3M +71,784 +17%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$82.1M -$3.89M -22,713 -5%
AAMU
74
Amundi Asset Management US
Massachusetts
$81M -$4.06M -23,718 -5%
RSCM
75
Rock Springs Capital Management
Maryland
$80M

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.