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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
PCP
801
Proficio Capital Partners
Massachusetts
$78K -$5.14K -30 -6%
LWA
802
Lenox Wealth Advisors
New York
$77K -$11.8K -69 -14%
MAM
803
Meeder Asset Management
Ohio
$75K -$313K -1,827 -81%
RFWA
804
RPg Family Wealth Advisory
Massachusetts
$71.3K
PFGIA
805
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$21.1K +123 +45%
PB
806
Pinnacle Bancorp
Nebraska
$71K +$23.1K +135 +50%
WEC
807
Winslow Evans & Crocker
Massachusetts
$70K -$116K -678 -64%
FMII
808
Farmers & Merchants Investments Inc
Nebraska
$68K +$1.54K +9 +2%
GEA
809
Glen Eagle Advisors
New Jersey
$66.6K
QAM
810
QCI Asset Management
New York
$66K
TSW
811
Thompson Siegel & Walmsley
Virginia
$63K
KPCM
812
Kings Point Capital Management
New York
$63K +$9.77K +57 +19%
VCM
813
Versant Capital Management
Arizona
$62K -$19.5K -114 -24%
CAPTRUST Financial Advisors
814
CAPTRUST Financial Advisors
North Carolina
$62K +$16.4K +96 +37%
AIM
815
Anchor Investment Management
South Carolina
$61.9K +$57.1K +333 +1,586%
PCG
816
Private Capital Group
Connecticut
$60K +$9.77K +57 +18%
NCM
817
Next Capital Management
New York
$60K +$58.6K +342 New
O
818
Ossiam
France
$60K +$59.1K +345 New
PMFA
819
Plante Moran Financial Advisors
Michigan
$55K
BBHC
820
Brown Brothers Harriman & Co
New York
$55K +$52.4K +306 +3,400%
PFBT
821
Parkside Financial Bank & Trust
Missouri
$54K -$2.57K -15 -5%
FANJ
822
Financial Architects (New Jersey)
New Jersey
$53K -$131K -762 -72%
CFG
823
Citizens Financial Group
Rhode Island
$53K +$7.2K +42 +16%
MSFP
824
Mark Sheptoff Financial Planning
Connecticut
$52K
QCIG
825
Quad-Cities Investment Group
Iowa
$52K

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.