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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
RG
351
Redmile Group
California
$17.7M +$4.1M +10,297 +35%
MIF
352
Mediolanum International Funds
Ireland
$17.7M -$119K -298 -0.7%
SOADOR
353
State of Alaska Department of Revenue
Alaska
$17.7M +$137K +345 +0.9%
DLA
354
Douglas Lane & Associates
New York
$17.5M +$541K +1,359 +4%
VPIM
355
Vanguard Personalized Indexing Management
California
$17.1M +$2.28M +5,726 +17%
JCM
356
Jag Capital Management
Missouri
$17.1M -$66.9K -168 -0.4%
EI
357
Ethic Inc
New York
$17M +$1.25M +3,151 +9%
FCI
358
Financial Counselors Inc
Kansas
$16.7M +$280K +704 +2%
AAB
359
ABN AMRO Bank
Netherlands
$16.6M -$446K -1,121 -3%
SC
360
SouthState Corp
Florida
$16.4M +$533K +1,338 +4%
D.E. Shaw & Co
361
D.E. Shaw & Co
New York
$16.3M -$148M -370,398 -91%
MCM
362
Maple Capital Management
Vermont
$16.3M +$1.03M +2,584 +8%
Baird Financial Group
363
Baird Financial Group
Wisconsin
$16.2M +$5.12M +12,849 +54%
RIA
364
RPG Investment Advisory
California
$16.2M -$3.7M -9,293 -20%
KPWS
365
Kestra Private Wealth Services
Texas
$16M +$11M +27,620 +330%
PI
366
PineBridge Investments
New York
$16M -$8.24M -20,697 -37%
PA
367
Parallel Advisors
California
$15.9M -$41.8K -105 -0.3%
GXJ
368
Global X Japan
Japan
$15.6M +$2.69M +6,766 +24%
SBWIC
369
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.5M +$395K +991 +3%
TFA
370
Teamwork Financial Advisors
Texas
$15.4M +$3.47M +8,703 +34%
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$15.2M +$1.97M +4,956 +17%
CL
372
CIM LLC
New York
$15.1M -$229K -575 -2%
LWM
373
Lyell Wealth Management
California
$15.1M +$67.7K +170 +0.5%
OAC
374
OMERS Administration Corp
Ontario, Canada
$15.1M +$5.27M +13,224 +64%
IMPI
375
Ilmarinen Mutual Pension Insurance
Finland
$15M -$3.66M -9,200 -21%

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.