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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
MWM
376
Mission Wealth Management
California
$14.9M +$441K +1,108 +3%
AIM
377
ARK Investment Management
Florida
$14.8M -$1.48M -3,705 -10%
VAS
378
Valicenti Advisory Services
New York
$14.4M -$200K -503 -2%
FMI
379
Factory Mutual Insurance
Massachusetts
$14.4M
II
380
Inspire Investing
Idaho
$14.3M -$2.48M -6,219 -16%
EMPI
381
Elo Mutual Pension Insurance
Finland
$14.2M -$116K -292 -0.9%
PA
382
Profund Advisors
Maryland
$13.9M -$69.7K -175 -0.6%
UC
383
Unio Capital
New Jersey
$13.8M +$2.68M +6,717 +28%
TW
384
TritonPoint Wealth
Maryland
$13.8M -$113K -284 -0.9%
N
385
Natixis
France
$13.7M -$7.55M -18,955 -38%
OPERF
386
Oregon Public Employees Retirement Fund
Oregon
$13.6M +$144K +362 +1%
EOJOAM
387
E. Ohman J:or Asset Management
Sweden
$13.4M +$5.38M +13,519 +81%
RIG
388
Renaissance Investment Group
Massachusetts
$13.4M +$76.9K +193 +0.6%
NIM
389
NEOS Investment Management
Connecticut
$13.2M +$3.66M +9,197 +45%
CIP
390
Chartwell Investment Partners
Pennsylvania
$13M +$2.03M +5,085 +21%
ZIM
391
Zacks Investment Management
Illinois
$13M +$730K +1,834 +7%
CC
392
Chicago Capital
Illinois
$13M +$117K +294 +1%
DAM
393
Deepwater Asset Management
Minnesota
$12.9M -$1.7M -4,258 -13%
MAM
394
Mark Asset Management
New York
$12.9M +$30.7K +77 +0.3%
GIBU
395
Gulf International Bank (UK)
United Kingdom
$12.9M -$578K -1,452 -5%
MCM
396
MAI Capital Management
Ohio
$12.9M +$172K +432 +2%
Walleye Capital
397
Walleye Capital
New York
$12.8M -$5.14M -12,899 -31%
KP
398
Keel Point
Alabama
$12.8M +$9.19M +23,063 +542%
SW
399
SVB Wealth
Massachusetts
$12.7M -$313K -787 -3%
IHL
400
Investment House LLC
California
$12.7M -$39.8K -100 -0.3%

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.