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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
KCPG
776
Kavar Capital Partners Group
Kansas
$149K +$146K +855 New
SMG
777
Spectrum Management Group
Indiana
$144K
CIA
778
CSat Investment Advisory
Michigan
$137K +$130K +756 +2,800%
CFGS
779
Concourse Financial Group Securities
Alabama
$120K +$54K +315 +84%
SIAS
780
Shine Investment Advisory Services
Colorado
$118K +$23.1K +135 +25%
M
781
Mirova
France
$115K +$10.8K +63 +11%
RE
782
RBC Europe
United Kingdom
$114K -$17.5K -102 -13%
SFSIG
783
San Francisco Sentry Investment Group
California
$108K -$3.08K -18 -3%
TWA
784
TCI Wealth Advisors
Arizona
$108K -$1.03K -6 -1%
FPFS
785
First Personal Financial Services
North Carolina
$106K +$2.57K +15 +3%
QCG
786
Quadrant Capital Group
Ohio
$105K -$44.2K -258 -29%
AOWM
787
Alpha Omega Wealth Management
Virginia
$105K
AF
788
Arrow Financial
New York
$105K
PAM
789
Paradigm Asset Management
New York
$105K -$25.7K -150 -20%
LFG
790
Larson Financial Group
Missouri
$104K +$1.03K +6 +1%
VFA
791
Valeo Financial Advisors
Indiana
$103K -$26.2K -153 -21%
AF
792
Advisornet Financial
Minnesota
$101K +$27.2K +159 +38%
VIM
793
Veritas Investment Management
United Kingdom
$96K
BWM
794
BerganKDV Wealth Management
Minnesota
$94K
First Manhattan
795
First Manhattan
New York
$94K
CC
796
Centiva Capital
New York
$91K +$89.4K +522 New
CAW
797
Cornerstone Advisors (Washington)
Washington
$86K +$13.4K +78 +19%
ED
798
Exane Derivatives
France
$86K
BCA
799
Berman Capital Advisors
Georgia
$80K +$8.22K +48 +12%
HS
800
Horan Securities
United States
$80K +$13.4K +78 +20%

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.