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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
TEC
951
Tiger Eye Capital
Tennessee
-$850K -4,470 Closed
HAM
952
Highstreet Asset Management
Ontario, Canada
-$847K -4,452 Closed
SS
953
Simplicity Solutions
Minnesota
-$805K -4,230 Closed
CAAS
954
Capital Asset Advisory Services
Michigan
-$796K -4,185 Closed
DC
955
Diametric Capital
Massachusetts
-$735K -3,867 Closed
OAC
956
OMERS Administration Corp
Ontario, Canada
-$650K -3,300 Closed
MHS
957
M Holdings Securities
Oregon
-$609K -3,204 Closed
WA
958
WESPAC Advisors
California
-$277K -3,150 Closed
Teacher Retirement System of Texas
959
Teacher Retirement System of Texas
Texas
-$579K -3,042 Closed
SAMC
960
Spectrum Asset Management (California)
California
-$507K -2,664 Closed
CAM
961
Cresset Asset Management
Illinois
-$500K -2,631 Closed
HSA
962
HBK Sorce Advisory
Pennsylvania
-$490K -2,574 Closed
CPC
963
Cookson Peirce & Co
Pennsylvania
-$409K -2,148 Closed
AAC
964
Acorn Advisory Capital
New York
-$399K -2,100 Closed
CA
965
Cetera Advisors
Colorado
-$398K -2,097 Closed
CFG
966
Cooper Financial Group
California
-$372K -1,956 Closed
NWP
967
Northstar Wealth Partners
Connecticut
-$351K -1,848 Closed
Hudson Bay Capital Management
968
Hudson Bay Capital Management
Connecticut
-$342K -1,800 Closed
C
969
Cerebellum
California
-$341K -1,794 Closed
YMRC
970
Yorktown Management & Research Company
Virginia
-$320K -1,680 Closed
IIA
971
IPG Investment Advisors
California
-$317K -1,665 Closed
AIS
972
American Investment Services
Massachusetts
-$300K -1,575 Closed
CCA
973
Cobblestone Capital Advisors
New York
-$276K -1,449 Closed
PIM
974
Penobscot Investment Management
Massachusetts
-$271K -1,425 Closed
GP
975
Girard Partners
Pennsylvania
-$240K -1,266 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.