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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
SFM
426
Soros Fund Management
New York
$11.1M -$4.98M -12,500 -33%
FNBT
427
FineMark National Bank & Trust
Florida
$11.1M +$293K +735 +3%
TAM
428
Tocqueville Asset Management
New York
$11.1M -$87.2K -219 -0.9%
BP
429
Broadleaf Partners
Ohio
$10.9M -$52.2K -131 -0.5%
EWM
430
Elite Wealth Management
Washington
$10.8M +$17.9K +45 +0.2%
Acadian Asset Management
431
Acadian Asset Management
Massachusetts
$10.8M +$1.6M +4,009 +20%
DA
432
Dillon & Associates
Michigan
$10.7M +$116K +291 +1%
TI
433
Tidal Investments
Wisconsin
$10.6M +$2.94M +7,374 +45%
MIG
434
McGuire Investment Group
Rhode Island
$10.5M +$63.7K +160 +0.7%
AIP
435
Ameritas Investment Partners
Nebraska
$10.5M -$15.5K -39 -0.2%
FG
436
Fiduciary Group
Georgia
$10.4M -$125K -315 -1%
TAF
437
Tredje AP-fonden
Sweden
$10.3M +$2.39M +6,000 +35%
EAM
438
EFG Asset Management
Oregon
$10.2M -$590K -1,481 -6%
NRW
439
Nova R Wealth
Kansas
$10.2M -$64.9K -163 -0.7%
P
440
Pitcairn
Pennsylvania
$10.2M +$206K +516 +2%
YIA
441
YHB Investment Advisors
Connecticut
$10.1M -$41.4K -104 -0.5%
HIMCH
442
Hartford Investment Management Co (HIMCO)
Connecticut
$10.1M -$17.9K -45 -0.2%
BMSSC
443
B. Metzler seel. Sohn & Co
Germany
$10.1M +$928K +2,331 +11%
OIA
444
OneDigital Investment Advisors
Kansas
$10.1M -$951K -2,387 -10%
CBT
445
Central Bank & Trust
Kentucky
$9.93M -$66.1K -166 -0.7%
NSAM
446
North Star Asset Management
Wisconsin
$9.88M -$65.7K -165 -0.7%
H
447
HoyleCohen
California
$9.86M +$797 +2 +0%
ASN
448
Advisory Services Network
Georgia
$9.83M +$250K +628 +3%
CGH
449
Crossmark Global Holdings
Texas
$9.63M +$104K +261 +1%
PP
450
Prudential plc
United Kingdom
$9.6M +$925K +2,323 +12%

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.