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Intuitive Surgical

1,822 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 783 increasing their positions, 582 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 79

35% more repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 582

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

13% more capital invested

Capital invested by funds: $120B → $135B (+$15.8B)

5% more funds holding

Funds holding: 1,7431,822 (+79)

1.14% more ownership

Funds ownership: 84.7%85.84% (+1.1%)

7% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $1B

Holders
1,822
Holders Change
+79
Holders Change %
+4.53%
% of All Funds
26.31%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.04%
New
182
Increased
783
Reduced
582
Closed
79
Calls
$1.08B
Puts
$1B
Net Calls
+$73.4M
Net Calls Change
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
251
Eventide Asset Management
Massachusetts
$33.5M +$19.9K +50 +0.1%
II
252
IFM Investors
Australia
$33.4M +$824K +2,069 +3%
QPBE
253
Quintet Private Bank (Europe)
Luxembourg
$33.1M +$592K +1,487 +2%
Marshall Wace
254
Marshall Wace
United Kingdom
$32.9M -$231M -580,213 -89%
CIS
255
Capital International Sarl
California
$32.5M +$1.22M +3,052 +4%
NP
256
NS Partners
United Kingdom
$32M +$124K +312 +0.4%
NAM
257
Nissay Asset Management
Japan
$31.7M +$3.14M +7,875 +12%
CFB
258
Cullen/Frost Bankers
Texas
$31.7M +$7.47M +18,745 +36%
AC
259
Armistice Capital
New York
$31.7M +$11.3M +28,250 +66%
BIAS
260
Beacon Investment Advisory Services
New Jersey
$31.6M +$195K +490 +0.7%
VMPIC
261
Varma Mutual Pension Insurance Co
Finland
$31.2M -$616K -1,547 -2%
NC
262
NZS Capital
Colorado
$31M -$2.04M -5,127 -7%
MTC
263
McDaniel Terry & Co
Texas
$31M +$461K +1,157 +2%
M&T Bank
264
M&T Bank
New York
$30.4M +$1.66M +4,169 +6%
Rafferty Asset Management
265
Rafferty Asset Management
New York
$30.3M -$221K -555 -0.8%
BCIM
266
British Columbia Investment Management
British Columbia, Canada
$30.2M +$10.2M +25,714 +61%
US Bancorp
267
US Bancorp
Minnesota
$30.1M -$366K -918 -1%
CNB
268
Czech National Bank
Czech Republic
$30.1M +$2.23M +5,600 +9%
Commonwealth Equity Services
269
Commonwealth Equity Services
Massachusetts
$30M +$819K +2,057 +3%
FAFTFSNP
270
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$30M +$26.9M +67,479 New
AssetMark Inc
271
AssetMark Inc
California
$29.8M +$243K +610 +0.9%
SFI
272
Susquehanna Fundamental Investments
Pennsylvania
$29.8M +$26.7M +66,935 New
CBUSF
273
Construction & Building Unions Superannuation Fund
Australia
$29.6M +$6.99M +17,544 +36%
Osaic Holdings
274
Osaic Holdings
Arizona
$29.5M -$10.4M -26,178 -28%
HIP
275
HUB Investment Partners
Texas
$29.5M -$159K -399 -0.6%

ISRG Hedge Fund Activity: Q2 2024 in Review

1,822 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2024, worth a combined $135B — up 13% from $120B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new ISRG positions and 79 closed out — a net gain of 103 holders — while 783 added to existing stakes and 582 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $872M. The largest seller was Mirae Asset Global Investments, cutting an estimated $344M.

  • 1,822 institutional investors held Intuitive Surgical (ISRG) as of Q2 2024, up from 1,743 in Q1 2024.
  • Funds reported $135B of Intuitive Surgical stock for Q2 2024, up 13% quarter-over-quarter.
  • 182 funds opened new Intuitive Surgical positions in Q2 2024 and 79 closed out, a net change of +103 holders.
  • The largest Intuitive Surgical buyer in Q2 2024 was JP Morgan Chase, an estimated $872M added.
  • The largest Intuitive Surgical seller in Q2 2024 was Mirae Asset Global Investments, an estimated $344M sold.

Based on aggregated 13F filings for Q2 2024.