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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.36B -$104M -605,811 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.63B +$87.1M +508,563 +2%
BlackRock
3
BlackRock
New York
$4.41B -$6.09M -35,532 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.5B -$70.8M -413,175 -2%
State Street
5
State Street
Massachusetts
$2.52B -$14.3M -83,451 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$2.25B +$619M +3,614,250 +39%
Capital World Investors
7
Capital World Investors
California
$1.81B +$4.47M +26,091 +0.3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.45B +$35.4M +206,604 +3%
Jennison Associates
9
Jennison Associates
New York
$1.36B -$39.8M -232,011 -3%
Edgewood Management
10
Edgewood Management
Connecticut
$1.29B +$13.5M +78,894 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.27B +$67.6M +394,248 +6%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$1.11B -$23.5M -137,208 -2%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$995M +$57M +332,655 +6%
N
14
Nuveen
North Carolina
$969M +$947M +5,526,561 +32,873%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$934M +$30.9M +180,339 +3%
Invesco
16
Invesco
Georgia
$875M +$33.1M +193,161 +4%
AllianceBernstein
17
AllianceBernstein
Tennessee
$797M +$13.2M +77,232 +2%
Northern Trust
18
Northern Trust
Illinois
$710M +$5.42M +31,632 +0.8%
Brown Advisory
19
Brown Advisory
Maryland
$528M +$19.7M +114,861 +4%
Norges Bank
20
Norges Bank
Norway
$519M -$50.9M -296,913 -9%
Bank of America
21
Bank of America
North Carolina
$477M -$12.9M -75,498 -3%
American Century Companies
22
American Century Companies
Missouri
$472M -$11M -64,278 -2%
Franklin Resources
23
Franklin Resources
California
$431M +$8.26M +48,228 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$368M -$2.68M -15,648 -0.7%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$356M +$289M +1,686,060 +479%

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.