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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
MCM
101
Marsico Capital Management
Colorado
$45M -$25.6M -149,487 -37%
Fisher Asset Management
102
Fisher Asset Management
Washington
$44M +$12.8M +74,670 +42%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$43.3M +$43.8M +255,375 +107%
JMPWA
104
JP Morgan Private Wealth Advisors
California
$42.8M +$1.17M +6,819 +3%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$42.8M +$1.28M +7,476 +3%
CCI
106
Columbus Circle Investors
$42.4M -$12.6M -73,659 -23%
ProShare Advisors
107
ProShare Advisors
Maryland
$41.8M -$4.09M -23,844 -9%
RG
108
Rathbones Group
United Kingdom
$41.3M +$177K +1,032 +0.4%
GIA
109
Gateway Investment Advisers
Ohio
$40.4M -$1.91M -11,163 -5%
AAMU
110
AEGON Asset Management (UK)
United Kingdom
$39.8M -$28.9M -168,627 -43%
AG
111
Aperio Group
California
$38.1M -$2.12M -12,351 -5%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$37.7M -$398K -2,322 -1%
EAM
113
Eagle Asset Management
Florida
$36.6M -$27.2M -158,988 -43%
Calamos Advisors
114
Calamos Advisors
Illinois
$36.4M +$6.61M +38,598 +23%
Alyeska Investment Group
115
Alyeska Investment Group
Illinois
$35.9M +$2.8M +16,365 +9%
William Blair Investment Management
116
William Blair Investment Management
Illinois
$35.9M +$6.36M +37,128 +22%
BIA
117
Biondo Investment Advisors
Pennsylvania
$35.8M +$141K +825 +0.4%
SOMRS
118
State of Michigan Retirement System
Michigan
$35M -$2.72M -15,900 -7%
Asset Management One
119
Asset Management One
Japan
$34.8M +$2.61M +15,204 +8%
RJA
120
Raymond James & Associates
Florida
$34.4M -$985K -5,748 -3%
SIMG
121
Stephens Investment Management Group
Texas
$34.1M -$8.6M -50,205 -20%
PMAM
122
Picton Mahoney Asset Management
Ontario, Canada
$32.7M -$283K -1,650 -0.9%
ACI
123
AMP Capital Investors
Australia
$32.2M -$4.97M -29,001 -13%
First Trust Advisors
124
First Trust Advisors
Illinois
$32M -$5.62M -32,823 -15%
CTA
125
Carillon Tower Advisers
Florida
$31.9M -$23M -134,154 -42%

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.