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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
MPWT
901
MassMutual Private Wealth & Trust
Connecticut
$5K
RBC
902
Roble Belko & Company
Pennsylvania
$5K
RFM
903
Royal Fund Management
Florida
$5K
SWA
904
Sutton Wealth Advisors
Florida
$4.72K -$2.57K -15 -36%
NCM
905
Nelson Capital Management
California
$4K
TAIM
906
TD Ameritrade Investment Management
Nebraska
$3K
TL
907
TrueWealth LLC
Georgia
$3K
CAL
908
Capital Analysts LLC
Pennsylvania
$3K +$3.08K +18 New
PCTC
909
Perkins Coie Trust Company
Washington
$3K +$3.08K +18 New
MUAMU
910
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.88K +$308K +1,800 +12%
JGIA
911
Jackson Grant Investment Advisers
Connecticut
$2K
CMBA
912
C.M. Bidwell & Associates
Hawaii
$2K +$2.06K +12 New
GT
913
Glenmede Trust
Pennsylvania
$1.21K +$5.65K +33 +0.5%
SQA
914
Simon Quick Advisors
New Jersey
$1.05K +$1.03K +6 New
Walleye Capital
915
Walleye Capital
New York
$1K +$1.03K +6 New
Lord, Abbett & Co
916
Lord, Abbett & Co
New Jersey
-$102M -535,281 Closed
HM
917
HealthCor Management
New York
-$76.9M -404,070 Closed
DFO
918
Duquesne Family Office
New York
-$74.8M -393,300 Closed
HCM
919
Hitchwood Capital Management
New York
-$71.3M -375,000 Closed
Arrowstreet Capital
920
Arrowstreet Capital
Massachusetts
-$40.2M -211,359 Closed
Point72 Asset Management
921
Point72 Asset Management
Connecticut
-$37.3M -196,119 Closed
SC
922
Samlyn Capital
New York
-$37.3M -196,092 Closed
Balyasny Asset Management
923
Balyasny Asset Management
Illinois
-$34M -178,839 Closed
Assenagon Asset Management
924
Assenagon Asset Management
Luxembourg
-$28.6M -150,339 Closed
Voloridge Investment Management
925
Voloridge Investment Management
Florida
-$20.8M -109,338 Closed

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.