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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
AIMCA
926
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$13.2M -69,600 Closed
RPI
927
Railway Pension Investments
United Kingdom
-$13.2M -69,378 Closed
QIM
928
Quantitative Investment Management
Virginia
-$7.25M -38,100 Closed
CM
929
Churchill Management
California
-$6.79M -35,721 Closed
NIP
930
Nicholas Investment Partners
California
-$6.47M -34,038 Closed
Simplex Trading
931
Simplex Trading
Illinois
-$5.78M -33,753 Closed
ARTA
932
A.R.T. Advisors
New York
-$5.42M -28,485 Closed
N
933
Natixis
France
-$4.17M -22,218 Closed
MWA
934
Marshall Wace Asia
Hong Kong
-$3.74M -19,641 Closed
Wealth Enhancement Advisory Services
935
Wealth Enhancement Advisory Services
Minnesota
-$3.07M -18,417 Closed
AIM
936
Achmea Investment Management
Netherlands
-$3.24M -17,022 Closed
HF
937
HRT Financial
New York
-$3.06M -16,077 Closed
MFS
938
Monetta Financial Services
Illinois
-$2.97M -15,600 Closed
PI
939
PineBridge Investments
New York
-$2.43M -12,771 Closed
OI
940
Oakbrook Investments
Illinois
-$2.4M -12,600 Closed
JG
941
Jefferies Group
New York
-$2.11M -11,100 Closed
ECM
942
Element Capital Management
New York
-$2M -10,524 Closed
CI
943
Cavalier Investments
Georgia
-$1.77M -9,315 Closed
CIC
944
Chase Investment Counsel
Virginia
-$1.51M -7,920 Closed
SSWM
945
Sheets Smith Wealth Management
North Carolina
-$1.25M -6,588 Closed
FEG
946
Financial Enhancement Group
Indiana
-$1M -5,283 Closed
KLC
947
Knowledge Leaders Capital
Colorado
-$991K -5,208 Closed
HMS
948
Hanseatic Management Services
New Mexico
-$914K -4,806 Closed
TCM
949
Teza Capital Management
Illinois
-$906K -4,764 Closed
AIM
950
Assured Investment Management
New York
-$895K -4,707 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.