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Intuitive Surgical
ISRG

1,022 hedge funds and large institutions have $58.8B invested in Intuitive Surgical in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 359 increasing their positions, 299 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 53

20% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 299

11% more funds holding

Funds holding: 919 → 1,022 (+103)

9% more capital invested

Capital invested by funds: $54B → $58.8B (+$4.81B)

4% more funds holding in top 10

Funds holding in top 10: 27 → 28 (+1)

0.83% less ownership

Funds ownership: 260.18% → 259.35% (-0.83%)

61% less call options, than puts

Call options by funds: $908M | Put options by funds: $2.33B

Holders
1,022
Holders Change
+103
Holders Change %
+11.21%
% of All Funds
20.14%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.55%
New
170
Increased
359
Reduced
299
Closed
53
Calls
$908M
Puts
$2.33B
Net Calls
-$1.42B
Net Calls Change
-$391M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$511M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M
3
JFA
Johanson Financial Advisors
California
+$248M
4
Morgan Stanley
Morgan Stanley
New York
+$140M
5
Renaissance Technologies
Renaissance Technologies
New York
+$67.2M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$571M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$304M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$252M
4
Coatue Management
Coatue Management
New York
-$141M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
976
Capital Bank & Trust
California
$13K – – –
LWM
977
Liberty Wealth Management
California
$13K – – –
PWP
978
Personal Wealth Partners
Minnesota
$12K – – –
SIM
979
Sonora Investment Management
Arizona
$12K – – –
EWM
980
EPG Wealth Management
Georgia
$12K +$11.2K +60 New
CFFP
981
Center for Financial Planning
Michigan
$12K +$11.8K +63 New
SWM
982
Selective Wealth Management
Virginia
$11K – – –
TCM
983
Tradewinds Capital Management
Washington
$11K – – –
IUHSA
984
Itau Unibanco Holding S.A.
Brazil
$11K +$10.7K +57 New
CCA
985
Column Capital Advisors
Indiana
$11K +$11.2K +60 New
PA
986
PSI Advisors
Florida
$11K +$11.2K +60 New
Kayne Anderson Rudnick Investment Management
987
Kayne Anderson Rudnick Investment Management
California
$10K +$1.12K +6 +13%
HWM
988
HighMark Wealth Management
Minnesota
$10K +$10.1K +54 New
FCA
989
FinTrust Capital Advisors
South Carolina
$9K +$1.12K +6 +15%
KPW
990
Kore Private Wealth
New York
$9K +$8.99K +48 New
FFC
991
First Financial Corp
Indiana
$8K – – –
VNA
992
Valley National Advisers
Pennsylvania
$8K – – –
HWM
993
Howard Wealth Management
Connecticut
$8K +$8.43K +45 New
SWA
994
Sutton Wealth Advisors
Florida
$7.09K – – –
SNT
995
Security National Trust
West Virginia
$7K +$6.18K +33 New
ACM
996
Allred Capital Management
Texas
$6.5K +$6.18K +33 New
FPS
997
Fieldpoint Private Securities
Connecticut
$6K +$562 +3 +11%
SCA
998
Stonebridge Capital Advisors
Minnesota
$6K +$3.93K +21 +233%
WCM
999
Wealthcare Capital Management
Virginia
$6K +$5.62K +30 New
AWM
1000
Avior Wealth Management
Nebraska
$5K -$37.1K -198 -88%
38 39
40
41 42

ISRG Hedge Fund Activity: Q4 2019 in Review

1,022 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2019, worth a combined $58.8B — up 8.9% from $54B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new ISRG positions and 53 closed out — a net gain of 117 holders — while 359 added to existing stakes and 299 trimmed.

The largest buyer was Capital World Investors, adding an estimated $511M. The largest seller was Invesco, cutting an estimated $571M.

  • 1,022 institutional investors held Intuitive Surgical (ISRG) as of Q4 2019, up from 919 in Q3 2019.
  • Funds reported $58.8B of Intuitive Surgical stock for Q4 2019, up 8.9% quarter-over-quarter.
  • 170 funds opened new Intuitive Surgical positions in Q4 2019 and 53 closed out, a net change of +117 holders.
  • The largest Intuitive Surgical buyer in Q4 2019 was Capital World Investors, an estimated $511M added.
  • The largest Intuitive Surgical seller in Q4 2019 was Invesco, an estimated $571M sold.

Based on aggregated 13F filings for Q4 2019.