Intuitive Surgical
ISRG
1,742 hedge funds and large institutions have $120B invested in Intuitive Surgical in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 709 increasing their positions, 593 reducing their positions, and 103 closing their positions.
97% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 103
34% more funds holding in top 10
Funds holding in top 10: 47 → 63 (+16)
20% more repeat investments, than reductions
Existing positions increased: 709 | Existing positions reduced: 593
17% more capital invested
Capital invested by funds: $102B → $120B (+$17.6B)
4% more funds holding
Funds holding: 1,673 → 1,742 (+69)
1.14% less ownership
Funds ownership: 85.83% → 84.7% (-1.1%)
26% less call options, than puts
Call options by funds: $1.04B | Put options by funds: $1.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$576M |
| 2 |
JP Morgan Chase
New York
|
+$575M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$550M |
| 4 |
BlackRock
New York
|
+$407M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$354M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.9B |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
-$408M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$263M |
| 4 |
Goldman Sachs
New York
|
-$182M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$176M |
ISRG Hedge Fund Activity: Q1 2024 in Review
1,742 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2024, worth a combined $120B — up 17% from $102B a quarter earlier.
Buyers outnumbered sellers: 203 funds opened new ISRG positions and 103 closed out — a net gain of 100 holders — while 709 added to existing stakes and 593 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $576M. The largest seller was Morgan Stanley, cutting an estimated $1.9B.
- 1,742 institutional investors held Intuitive Surgical (ISRG) as of Q1 2024, up from 1,673 in Q4 2023.
- Funds reported $120B of Intuitive Surgical stock for Q1 2024, up 17% quarter-over-quarter.
- 203 funds opened new Intuitive Surgical positions in Q1 2024 and 103 closed out, a net change of +100 holders.
- The largest Intuitive Surgical buyer in Q1 2024 was Fidelity Investments, an estimated $576M added.
- The largest Intuitive Surgical seller in Q1 2024 was Morgan Stanley, an estimated $1.9B sold.
Based on aggregated 13F filings for Q1 2024.