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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
Man Group
301
Man Group
United Kingdom
$24.6M -$4.39M -11,011 -17%
WC
302
Westwind Capital
New Mexico
$24.5M -$9.05M -22,734 -41%
OAM
303
Oppenheimer Asset Management
New York
$24.5M +$2.63M +6,613 +14%
LGF
304
LGT Group Foundation
Liechtenstein
$24.5M +$1.06M +2,650 +5%
CCM
305
Cinctive Capital Management
New York
$24.1M +$14.2M +35,770 +195%
BS
306
Banco Santander
Spain
$24M -$203K -510 -0.9%
YCM
307
Yousif Capital Management
Michigan
$24M -$319K -802 -1%
HW
308
Hancock Whitney
Mississippi
$23.7M -$213K -534 -1%
ACM
309
Atika Capital Management
New York
$23.7M -$558K -1,400 -3%
HVIA
310
Hudson Valley Investment Advisors
New York
$23.6M -$12.3K -31 -0%
WP
311
Waycross Partners
Kentucky
$23.4M +$2.12M +5,313 +11%
CII
312
Capital International Inc
California
$22.7M +$1.41M +3,538 +7%
Lido Advisors
313
Lido Advisors
California
$22.7M +$1.27M +3,181 +7%
GT
314
Glenmede Trust
Pennsylvania
$22.6M -$674K -1,692 -3%
GS
315
Gagnon Securities
New York
$22.5M -$187K -469 -0.9%
GH
316
GAM Holding
Switzerland
$22.1M -$9.84M -24,713 -33%
CDH
317
Charles D. Hyman
$22M +$5.3M +13,306 +37%
HP
318
Hikari Power
Japan
$22M
Public Employees Retirement Association of Colorado
319
Public Employees Retirement Association of Colorado
Colorado
$21.9M -$437K -1,098 -2%
MOACM
320
Mutual of America Capital Management
New York
$21.8M +$1.04M +2,605 +6%
NYLIM
321
New York Life Investment Management
New York
$21.7M -$1.75M -4,406 -8%
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$21.5M +$79.7K +200 +0.4%
Pathstone Holdings
323
Pathstone Holdings
New Jersey
$21.2M +$116K +291 +0.6%
Nordea Investment Management
324
Nordea Investment Management
Sweden
$21.1M +$395K +993 +2%
WT
325
Washington Trust
Rhode Island
$20.8M -$778K -1,953 -4%

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.