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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
Nordea Investment Management
201
Nordea Investment Management
Sweden
$13.1M +$1.94M +11,298 +18%
OPERF
202
Oregon Public Employees Retirement Fund
Oregon
$12.9M +$1.93M +11,247 +18%
MCM
203
Maryland Capital Management
Maryland
$12.4M +$11.9M +69,528 +4,381%
MNG
204
Manning & Napier Group
New York
$12.4M -$20.6M -120,060 -63%
CC
205
Cadinha & Co
Hawaii
$12.3M +$174K +1,017 +1%
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$12.2M +$3.38M +19,731 +30%
HighTower Advisors
207
HighTower Advisors
Illinois
$12M +$7.1M +41,436 +153%
MLICM
208
Metropolitan Life Insurance Company (MetLife)
New York
$11.9M +$654K +3,816 +6%
GS
209
Gagnon Securities
New York
$11.9M +$46.8K +273 +0.4%
XK
210
Xact Kapitalforvaltning
Sweden
$11.8M +$766K +4,473 +7%
Nomura Asset Management
211
Nomura Asset Management
Japan
$11.8M -$79.8M -465,930 -87%
NB
212
Norinchukin Bank
Japan
$11.8M +$180K +1,050 +2%
TPSF
213
Texas Permanent School Fund
Texas
$11.7M -$4.63K -27 -0%
ASRS
214
Arizona State Retirement System
Arizona
$11.5M -$3.72M -21,696 -25%
URS
215
Utah Retirement Systems
Utah
$11.4M +$111K +648 +1%
CS
216
Candriam SCA
Luxembourg
$11.4M -$8.86M -51,714 -44%
WC
217
Westwind Capital
New Mexico
$11.3M +$528K +3,081 +5%
GH
218
GAM Holding
Switzerland
$11.2M +$534K +3,114 +5%
Jane Street
219
Jane Street
New York
$11.2M -$31.1M -181,512 -74%
Fidelity International
220
Fidelity International
Bermuda
$11.1M -$16.2M -94,776 -60%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$11.1M -$55.5K -324 -0.5%
US Bancorp
222
US Bancorp
Minnesota
$11.1M +$185K +1,080 +2%
Federated Hermes
223
Federated Hermes
Pennsylvania
$10.8M -$7.24M -42,279 -41%
VMPIC
224
Varma Mutual Pension Insurance Co
Finland
$10.5M -$5.14M -30,000 -33%
MJRIC
225
Mogy Joel R Investment Counsel
California
$10.4M +$113K +657 +1%

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.