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
QT
826
Quantbot Technologies
New York
$52K +$51.4K +300 New
M
827
MOTCO
Texas
$51K +$49.9K +291 New
SLF
828
Sun Life Financial
Ontario, Canada
$49K -$52.4K -306 -52%
FIA
829
FNY Investment Advisers
New York
$47K +$46.8K +273 New
TFO
830
Tarbox Family Office
California
$46K +$4.63K +27 +12%
GAM
831
Gemmer Asset Management
California
$44K
GWS
832
Glassman Wealth Services
Virginia
$44K +$1.54K +9 +4%
TIM
833
Tortoise Investment Management
New York
$42K -$4.63K -27 -10%
VRM
834
Vectors Research Management
New York
$42K
OIA
835
Optimum Investment Advisors
Illinois
$41K
THWM
836
Taylor Hoffman Wealth Management
Virginia
$41K
FA
837
Financial Advantage
Maryland
$40K
HGWM
838
Harvest Group Wealth Management
Massachusetts
$40K
WPA
839
West Paces Advisors
Georgia
$39.9K
JCM
840
Jacobi Capital Management
Pennsylvania
$39K
RFA
841
Reilly Financial Advisors
California
$39K
AWM
842
Avior Wealth Management
Nebraska
$39K +$33.9K +198 +733%
AA
843
AlphaMark Advisors
Kentucky
$37K
EWM
844
Executive Wealth Management
Michigan
$35K
CB
845
CNB Bank
Pennsylvania
$33K +$31.9K +186 New
SHJ
846
Sharkey, Howes & Javer
Colorado
$31K
EIP
847
Ellis Investment Partners
Pennsylvania
$31K +$30.8K +180 New
BWM
848
Baystate Wealth Management
Massachusetts
$30K
LWANC
849
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K -$6.17K -36 -18%
WOC
850
West Oak Capital
California
$28K

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.