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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
MJRIC
276
Mogy Joel R Investment Counsel
California
$29.4M -$11.9K -30 -0%
QCM
277
QRG Capital Management
Illinois
$29M +$2.02M +5,068 +8%
Cetera Investment Advisers
278
Cetera Investment Advisers
Illinois
$28.9M -$1.03M -2,595 -4%
BVDMP
279
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$28.7M
BPC
280
Banque Pictet & Cie
Switzerland
$28.5M -$4.37M -10,964 -15%
UIM
281
USS Investment Management
United Kingdom
$28.4M +$590K +1,481 +2%
Creative Planning
282
Creative Planning
Kansas
$28M +$2.24M +5,629 +10%
MML Investors Services
283
MML Investors Services
Massachusetts
$28M -$1.87M -4,699 -7%
SIC
284
Salem Investment Counselors
North Carolina
$27.7M +$480K +1,206 +2%
VanEck Associates
285
VanEck Associates
New York
$27.7M +$1.8M +4,518 +8%
PA
286
Perceptive Advisors
New York
$27.5M -$15.9M -40,000 -39%
SAM
287
Silvercrest Asset Management
New York
$27.4M +$529K +1,329 +2%
CI
288
Capital International
California
$27.4M +$145K +365 +0.6%
RW
289
Rockport Wealth
Ohio
$27.3M +$1.63M +4,104 +7%
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$27.1M +$2.16M +5,426 +10%
RPAM
291
Rhenman & Partners Asset Management
Sweden
$26.9M +$3.98M +10,000 +20%
PAI
292
Pittenger & Anderson Inc
Nebraska
$26.3M +$68.5K +172 +0.3%
URS
293
Utah Retirement Systems
Utah
$25.9M -$956K -2,400 -4%
ETC
294
Exchange Traded Concepts
Oklahoma
$25.9M -$3.98M -9,997 -15%
CC
295
Cadinha & Co
Hawaii
$25.7M +$237K +594 +1%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$25.2M +$556K +1,396 +3%
LCAM
297
London & Capital Asset Management
United Kingdom
$25.1M -$1.17M -2,945 -5%
LIM
298
Lingotto Investment Management
United Kingdom
$25.1M
SCM
299
Shelton Capital Management
Colorado
$24.7M +$425K +1,066 +2%
MGI
300
MayTech Global Investments
New York
$24.6M +$649K +1,630 +3%

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.