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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
CG
401
Carmignac Gestion
France
$12.7M +$1.1M +2,757 +11%
EHI
402
Eagle Health Investments
Connecticut
$12.6M -$2.91M -7,300 -21%
PWM
403
Purus Wealth Management
California
$12.5M -$249K -626 -2%
SW
404
Simplicity Wealth
New Jersey
$12.5M +$50.6K +127 +0.5%
TRSOTSOK
405
Teachers Retirement System of the State of Kentucky
Kentucky
$12.5M -$307K -772 -3%
BLAM
406
Bourne Lent Asset Management
New York
$12.5M -$1.59K -4 -0%
2
407
2Xideas
Switzerland
$12.4M -$771K -1,937 -7%
BFG
408
Bleakley Financial Group
New Jersey
$12.2M +$39.4K +99 +0.4%
MSRPS
409
Maryland State Retirement & Pension System
Maryland
$12.2M
MWM
410
Meridian Wealth Management
Kentucky
$12.2M +$10.9M +27,384 New
MSU
411
Mizuho Securities USA
New York
$12.2M +$10.9M +27,345 New
SSA
412
Sierra Summit Advisors
Nevada
$12.1M +$81.3K +204 +0.8%
IC
413
IEQ Capital
California
$12M +$1.04M +2,616 +11%
GT
414
Greenleaf Trust
Michigan
$11.9M +$372K +935 +4%
AAIS
415
ABN AMRO Investment Solutions
$11.9M +$1.9M +4,762 +22%
KRS
416
Kentucky Retirement Systems
Kentucky
$11.9M -$11.2K -28 -0.1%
Jones Financial Companies
417
Jones Financial Companies
Missouri
$11.8M +$9.62M +24,155 +973%
JIC
418
Johnson Investment Counsel
Ohio
$11.7M +$10.8K +27 +0.1%
Cambridge Investment Research Advisors
419
Cambridge Investment Research Advisors
Iowa
$11.7M -$2.62M -6,567 -20%
BF
420
BOK Financial
Oklahoma
$11.7M -$636K -1,598 -6%
TFIPS
421
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.7M +$8.81M +22,127 +535%
LP
422
LMR Partners
United Kingdom
$11.6M +$7.82M +19,642 +304%
ACA
423
Aptus Capital Advisors
Alabama
$11.4M +$7.95M +19,950 +353%
UB
424
UMB Bank
Missouri
$11.4M -$52.6K -132 -0.5%
MPM
425
MBB Public Markets
Illinois
$11.2M +$9.46M +23,763 +1,740%

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.