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
DP
751
Dearborn Partners
Illinois
$210K
SPIA
752
Steward Partners Investment Advisory
New York
$209K +$206K +1,200 New
AWA
753
Arete Wealth Advisors
Illinois
$208K +$19K +111 +10%
GWM
754
Geneos Wealth Management
Colorado
$207K
AAM
755
Azzad Asset Management
Virginia
$207K +$4.11K +24 +2%
AIA
756
AIMZ Investment Advisors
California
$205K
CF
757
Centaurus Financial
California
$205K +$77.1K +450 +63%
FHC
758
First Heartland Consultants
Missouri
$204K -$22.1K -129 -10%
MIM
759
Moseley Investment Management
Florida
$204K +$199K +1,164 New
BIM
760
Bridges Investment Management
Nebraska
$204K +$200K +1,167 New
MFW
761
Meristem Family Wealth
Minnesota
$203K -$2.57K -15 -1%
RCAG
762
Rehmann Capital Advisory Group
Michigan
$202K +$9.77K +57 +5%
MAFM
763
Mid Atlantic Financial Management
Pennsylvania
$201K -$266K -1,554 -57%
SWP
764
Stratos Wealth Partners
Ohio
$201K -$4.11K -24 -2%
MCM
765
Manchester Capital Management
Vermont
$184K
GRP
766
Global Retirement Partners
California
$184K +$174K +1,017 +2,825%
HWA
767
Heritage Wealth Advisors
Virginia
$184K +$7.71K +45 +4%
KLWA
768
Kelly Lawrence W & Associates
California
$180K +$103K +600 +139%
TFS
769
TrustCore Financial Services
Tennessee
$179K
AAP
770
Arax Advisory Partners
Colorado
$176K +$173K +1,008 New
GLI
771
Guardian Life Insurance
New York
$173K
ARMT
772
Amica Retiree Medical Trust
Rhode Island
$166K
AIM
773
Acropolis Investment Management
Missouri
$165K -$69.4K -405 -30%
CIAS
774
Capital Investment Advisory Services
North Carolina
$165K +$4.63K +27 +3%
TPWA
775
TRUE Private Wealth Advisors
Oregon
$164K +$161K +939 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.