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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$78.6M -$3.19M -18,618 -4%
GQG Partners
77
GQG Partners
Florida
$74.7M -$70.1M -409,074 -49%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$74.1M +$3.02M +17,604 +4%
MWNA
79
Marshall Wace North America
New York
$71.4M -$21.5M -125,481 -23%
SO
80
STRS Ohio
Ohio
$66.9M -$8.74M -50,982 -12%
TCM
81
Tybourne Capital Management
Hong Kong
$66.6M +$65.3M +381,135 New
National Pension Service
82
National Pension Service
South Korea
$62.5M +$3.1M +18,099 +5%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$59.4M +$9.47M +55,263 +19%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.1M -$2.24M -13,098 -4%
CAM
85
Congress Asset Management
Massachusetts
$56.9M +$2.44M +14,265 +5%
Citigroup
86
Citigroup
New York
$56.6M -$6.87M -40,113 -11%
Prudential Financial
87
Prudential Financial
New Jersey
$56.2M +$452K +2,640 +0.8%
Royal London Asset Management
88
Royal London Asset Management
United Kingdom
$55.2M +$5.49M +32,031 +11%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$54.3M -$8.73M -50,979 -14%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$53.6M +$44M +256,875 +518%
KeyBank National Association
91
KeyBank National Association
Ohio
$51.8M +$5.01M +29,238 +11%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$50.7M -$11.7M -68,064 -19%
CI
93
Clal Insurance
Israel
$50.4M +$21.6M +126,000 +78%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.8M -$7.8M -45,546 -14%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$48M +$6.53M +38,091 +16%
USAA
96
United Services Automobile Association
Texas
$47.7M -$1.48M -8,616 -3%
SEI Investments
97
SEI Investments
Pennsylvania
$47M -$2.36M -13,755 -5%
Canada Life
98
Canada Life
Manitoba, Canada
$47M -$37.5M -218,793 -45%
William Blair & Company
99
William Blair & Company
Illinois
$46.5M -$21.6K -126 -0%
Victory Capital Management
100
Victory Capital Management
Texas
$45.7M +$6.16M +35,943 +16%

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.