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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
EARNEST Partners
851
EARNEST Partners
Georgia
$27K
DSC
852
Duncker Streett & Co
Missouri
$26K
CFA
853
Carroll Financial Associates
North Carolina
$25K -$140K -819 -85%
MF
854
Manchester Financial
California
$25K +$24.7K +144 New
AIM
855
Arcadia Investment Management
Michigan
$24K
SA
856
SRH Advisors
Kansas
$24K
RIA
857
Realta Investment Advisors
Delaware
$23K -$31.4K -183 -58%
YWP
858
YorkBridge Wealth Partners
New York
$23K
BWA
859
Burt Wealth Advisors
Maryland
$22K
CHC
860
City Holding Co
West Virginia
$22K
CWA
861
Clarus Wealth Advisors
Arizona
$22K
FCB
862
First Command Bank
Texas
$22K
FCFS
863
First Command Financial Services
Texas
$22K
CCM
864
Cribstone Capital Management
Maine
$22K +$4.63K +27 +27%
SWP
865
Strategic Wealth Partners
Ohio
$21K +$15.9K +93 +310%
EFSCE
866
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
HI
867
Hudock Inc
Pennsylvania
$20K
HI
868
Human Investing
Oregon
$19K
CCM
869
Covington Capital Management
California
$17K
ATC
870
Adirondack Trust Company
New York
$17K +$5.14K +30 +45%
H
871
Hexavest
Quebec, Canada
$17K +$17K +99 New
NIM
872
NuWave Investment Management
New Jersey
$16K -$220K -1,284 -93%
RA
873
Rational Advisors
New York
$16K -$44.7K -261 -74%
AC
874
Avestar Capital
New York
$16K
BCM
875
Blume Capital Management
California
$16K

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.