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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
CAG
976
Csenge Advisory Group
Florida
-$240K -1,263 Closed
DWM
977
Dakota Wealth Management
Florida
-$230K -1,209 Closed
MAM
978
Martingale Asset Management
Massachusetts
-$230K -1,209 Closed
CW
979
Cobiz Wealth
Colorado
-$228K -1,200 Closed
FA
980
Fortis Advisors
Pennsylvania
-$221K -1,164 Closed
CG
981
Caprock Group
Idaho
-$221K -1,161 Closed
FNT
982
First National Trust
Pennsylvania
-$220K -1,155 Closed
CA
983
Calton & Associates
Florida
-$216K -1,137 Closed
CAN
984
Claraphi Advisory Network
United States
-$216K -1,134 Closed
BPWA
985
Beacon Pointe Wealth Advisors
California
-$214K -1,125 Closed
GIA
986
Gladstone Institutional Advisory
Florida
-$213K -1,122 Closed
ECM
987
Evergreen Capital Management
Washington
-$211K -1,110 Closed
CCA
988
Conestoga Capital Advisors
Pennsylvania
-$208K -1,095 Closed
BDF
989
Balasa Dinverno & Foltz
-$206K -1,083 Closed
FMT
990
First Mercantile Trust
Tennessee
-$206K -1,083 Closed
FVWA
991
Foster Victor Wealth Advisors
South Carolina
-$205K -1,077 Closed
BC
992
Brinker Capital
Pennsylvania
-$200K -1,053 Closed
OWD
993
Osborn Williams & Donohoe
Ohio
-$191K -978 Closed
BBNA
994
Bremer Bank National Association
Minnesota
-$164K -966 Closed
PGA
995
Premia Global Advisors
Florida
-$119K -630 Closed
PRC
996
Pearl River Capital
Michigan
-$104K -552 Closed
PWM
997
PRW Wealth Management
Massachusetts
-$104K -546 Closed
DWM
998
Destination Wealth Management
California
-$98K -513 Closed
BMM
999
Buffington Mohr McNeal
Idaho
-$86K -450 Closed
FL
1000
Fort LP
Maryland
-$82K -429 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.