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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
CA
726
Cambridge Advisors
Nebraska
$252K
CFN
727
Cordasco Financial Network
Florida
$252K
NNP
728
Nachman Norwood & Parrott
South Carolina
$250K +$5.14K +30 +2%
AWM
729
Altium Wealth Management
New York
$249K -$26.7K -156 -10%
DWA
730
Douglass Winthrop Advisors
New York
$249K
LC
731
Lavaca Capital
Texas
$247K +$103K +600 +74%
PGFC
732
Peapack-Gladstone Financial Corp
New Jersey
$245K
ZIC
733
ZWJ Investment Counsel
Georgia
$242K +$5.65K +33 +2%
Cetera Investment Advisers
734
Cetera Investment Advisers
Illinois
$239K -$96.6K -564 -29%
FWM
735
Foresight Wealth Management
Utah
$239K +$14.4K +84 +7%
CWM
736
Chesapeake Wealth Management
Virginia
$236K -$132K -771 -36%
AIC
737
Archer Investment Corporation
Indiana
$236K
CCP
738
Clarkston Capital Partners
Michigan
$236K
PPP
739
Private Portfolio Partners
New Jersey
$236K +$231K +1,347 New
HA
740
Harfst & Associates
Wyoming
$233K
QC
741
QCM Cayman
Texas
$232K +$227K +1,326 New
QCM
742
Quantinno Capital Management
New York
$231K -$146K -855 -39%
HI
743
Horizon Investments
North Carolina
$229K -$18.5K -108 -8%
TAM
744
Trillium Asset Management
Massachusetts
$228K -$25.7K -150 -10%
Acadian Asset Management
745
Acadian Asset Management
Massachusetts
$227K -$536K -3,126 -71%
MCM
746
MAI Capital Management
Ohio
$224K +$11.8K +69 +6%
PWAC
747
Private Wealth Advisors (California)
California
$223K
SHWM
748
Smith & Howard Wealth Management
Georgia
$215K
BP
749
Ballentine Partners
Massachusetts
$213K +$23.1K +135 +12%
PAS
750
Partnervest Advisory Services
California
$211K +$6.68K +39 +3%

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.