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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
CCM
451
Carderock Capital Management
Maryland
$9.59M +$5.23M +13,122 +155%
PFPT
452
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.57M +$333K +835 +4%
EDRH
453
Edmond de Rothschild Holding
Switzerland
$9.52M -$867K -2,176 -9%
AIM
454
Achmea Investment Management
Netherlands
$9.49M -$614K -1,541 -7%
IIM
455
INTECH Investment Management
Florida
$9.47M +$495K +1,244 +6%
LIP
456
Lighthouse Investment Partners
Florida
$9.43M +$5.58M +14,009 +195%
BBA
457
Baader Bank Aktiengesellschaft
Germany
$9.43M -$2.2M -5,536 -21%
AAS
458
Avantax Advisory Services
Texas
$9.38M +$4.42M +11,087 +111%
RIM
459
Rakuten Investment Management
Japan
$9.31M +$3.21M +8,072 +63%
BP
460
BNP Paribas
France
$9.3M +$403K +1,012 +5%
WTA
461
Washington Trust Advisors
Massachusetts
$9.21M -$593K -1,489 -7%
DILIC
462
Dai-ichi Life Insurance Company
Japan
$9.21M -$2.37M -5,960 -22%
SPS
463
Susquehanna Portfolio Strategies
Pennsylvania
$9.15M
BAMF
464
BI Asset Management Fondsmaeglerselskab
Denmark
$9.14M -$2.01M -5,040 -20%
SAM
465
Securian Asset Management
Minnesota
$9.12M -$100K -252 -1%
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$9.1M +$164K +411 +2%
TCM
467
Traynor Capital Management
Pennsylvania
$8.99M +$4.41M +11,077 +121%
WHGC
468
Wealth High Governance Capital
Brazil
$8.9M +$7.97M +20,000 New
LCM
469
Lattice Capital Management
Washington
$8.72M
SLI
470
Sumitomo Life Insurance
Japan
$8.66M +$1.44M +3,614 +21%
MCA
471
Martin Capital Advisors
Texas
$8.64M -$44.6K -112 -0.6%
FMI
472
F/M Investments
District of Columbia
$8.62M +$7.72M +19,387 New
MA
473
Montag & Associates
Georgia
$8.61M -$53K -133 -0.7%
TF
474
Tompkins Financial
New York
$8.56M -$77.3K -194 -1%
VIP
475
Vantage Investment Partners
Missouri
$8.5M -$593K -1,489 -7%

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.