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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
ACS
876
Archford Capital Strategies
Illinois
$15K
MWM
877
Meridian Wealth Management
Kentucky
$15K -$3.73M -21,762 -72%
FHA
878
First Horizon Advisors
Tennessee
$14K -$25.7K -150 -64%
ST
879
Smithfield Trust
Pennsylvania
$14K
WCG
880
Weaver Consulting Group
California
$14K
CI
881
CX Institutional
Indiana
$13K
SL
882
Salomon & Ludwin
Virginia
$13K
TCM
883
Tradewinds Capital Management
Washington
$13K
HH
884
HWG Holdings
Texas
$12K -$3.56M -20,802 -100%
CAGAS
885
Capital Advisory Group Advisory Services
Minnesota
$12K
SIM
886
Sonora Investment Management
Arizona
$11K +$10.8K +63 New
GI
887
Gradient Investments
Minnesota
$10K +$9.77K +57 New
PWP
888
Personal Wealth Partners
Minnesota
$10K +$10.3K +60 New
ESB
889
Essex Savings Bank
Connecticut
$9K +$6.17K +36 +200%
Kayne Anderson Rudnick Investment Management
890
Kayne Anderson Rudnick Investment Management
California
$8K +$7.71K +45 New
TC
891
Truvestments Capital
Florida
$8K +$7.71K +45 New
BL
892
Balentine LLC
Georgia
$8K +$8.22K +48 New
FCA
893
FinTrust Capital Advisors
South Carolina
$7K -$12.3K -72 -65%
VNA
894
Valley National Advisers
Pennsylvania
$7K
SCA
895
Stonebridge Capital Advisors
Minnesota
$7K +$6.68K +39 New
EI
896
Ellevest Inc
New York
$6K +$3.08K +18 +100%
LWM
897
Liberty Wealth Management
California
$6K +$6.17K +36 New
UB
898
UMB Bank
Missouri
$5.33K +$357K +2,085 +7%
OIA
899
OneDigital Investment Advisors
Kansas
$5K -$14.4K -84 -74%
GWMIA
900
Global Wealth Management Investment Advisory
Florida
$5K

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.