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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
WCM
1001
WealthBridge Capital Management
Ohio
-$64K -390 Closed
PFO
1002
Pathstone Family Office
New Jersey
-$66K -348 Closed
WTB
1003
Washington Trust Bank
Washington
-$65K -342 Closed
MNBTD
1004
Moody National Bank Trust Division
Texas
-$61K -321 Closed
BWA
1005
BDO Wealth Advisors
Florida
-$57K -300 Closed
NSIM
1006
North Star Investment Management
Illinois
-$51K -270 Closed
FC
1007
Ferris Capital
Massachusetts
-$38K -198 Closed
AA
1008
Advisory Alpha
Michigan
-$31.7K -192 Closed
SHIM
1009
Stone House Investment Management
Pennsylvania
-$31K -162 Closed
IWP
1010
Icon Wealth Partners
Texas
-$26K -138 Closed
AIA
1011
Alera Investment Advisors
Illinois
-$25K -129 Closed
LFA
1012
Legacy Financial Advisors
Kentucky
-$23K -120 Closed
VEA
1013
Virtus ETF Advisers
New York
-$18K -96 Closed
CFD
1014
Creative Financial Designs
Indiana
-$17K -90 Closed
CAC
1015
Certified Advisory Corp
Florida
-$15K -78 Closed
FGAM
1016
Financial Gravity Asset Management
Texas
-$14K -75 Closed
CHP
1017
Cable Hill Partners
Oregon
-$10K -51 Closed
BAMG
1018
Brand Asset Management Group
Missouri
-$9K -45 Closed
IP
1019
Intellectus Partners
California
-$9K -45 Closed
KL
1020
KWMG LLC
Kansas
-$9K -45 Closed
MSA
1021
Marino Stram & Associates
Massachusetts
-$7K -36 Closed
MAM
1022
Marquette Asset Management
Minnesota
-$5K -27 Closed
OFW
1023
Omnia Family Wealth
Florida
-$3K -18 Closed
PFPT
1024
Pinnacle Financial Partners (Tennessee)
Tennessee
-$3K -18 Closed
CCMW
1025
Cypress Capital Management (Wyoming)
Wyoming
-$2K -12 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.