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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
BIM
176
Bridgecreek Investment Management
Oklahoma
$16.2M -$236K -1,380 -1%
VRS
177
Virginia Retirement Systems
Virginia
$16.1M -$6.32M -36,900 -29%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$15.9M +$3.83M +22,341 +32%
Robeco Institutional Asset Management
179
Robeco Institutional Asset Management
Netherlands
$15.4M -$4.49M -26,226 -23%
NIM
180
Northeast Investment Management
Massachusetts
$15.4M +$633K +3,693 +4%
BCIM
181
British Columbia Investment Management
British Columbia, Canada
$15.1M +$3.19M +18,624 +27%
State Farm Mutual Automobile Insurance
182
State Farm Mutual Automobile Insurance
Illinois
$15M
LMIM
183
Lockheed Martin Investment Management
Maryland
$15M +$8.04M +46,920 +122%
Creative Planning
184
Creative Planning
Kansas
$14.8M -$749K -4,371 -5%
OC
185
Oakmont Corp
California
$14.7M -$21.8M -127,167 -60%
SG Americas Securities
186
SG Americas Securities
New York
$14.7M +$13.8M +80,595 +2,499%
Comerica Bank
187
Comerica Bank
Texas
$14.6M +$362K +2,112 +3%
Macquarie Group
188
Macquarie Group
Australia
$14.4M -$1.68M -9,804 -11%
FMI
189
Factory Mutual Insurance
Massachusetts
$14.2M
TAM
190
Tocqueville Asset Management
New York
$14.1M -$87.4K -510 -0.6%
TG
191
TCW Group
California
$14.1M -$4.99M -29,139 -27%
DVF
192
Discovery Value Fund
Singapore
$13.9M +$879K +5,130 +7%
BAPIM
193
British Airways Pensions Investment Management
United Kingdom
$13.9M -$2.87M -16,737 -17%
M&T Bank
194
M&T Bank
New York
$13.8M +$706K +4,122 +5%
CWM
195
CIBC World Markets
New York
$13.8M -$527K -3,075 -4%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$13.8M -$54.5K -318 -0.4%
GHCM
197
Glen Harbor Capital Management
California
$13.6M -$107K -624 -0.8%
PAM
198
Premier Asset Management
Illinois
$13.3M +$241K +1,407 +2%
EAM
199
Eventide Asset Management
Massachusetts
$13.1M +$12.9M +75,000 New
LPL Financial
200
LPL Financial
California
$13.1M -$977K -5,703 -7%

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.