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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
Goldman Sachs
26
Goldman Sachs
New York
$1.05B +$88M +220,942 +10%
Ameriprise
27
Ameriprise
Minnesota
$1.05B -$6.88M -17,263 -0.7%
Capital Research Global Investors
28
Capital Research Global Investors
California
$1B +$522M +1,311,560 +140%
Legal & General Group
29
Legal & General Group
United Kingdom
$979M -$34.3M -86,155 -4%
Charles Schwab
30
Charles Schwab
California
$978M +$28.4M +71,303 +3%
ClearBridge Investments
31
ClearBridge Investments
New York
$881M +$12.1M +30,449 +2%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$815M +$7.38M +18,529 +1%
UBS Group
33
UBS Group
Switzerland
$745M +$79.2M +198,961 +13%
Winslow Capital Management
34
Winslow Capital Management
Minnesota
$743M -$51.9M -130,368 -7%
Millennium Management
35
Millennium Management
New York
$675M +$220M +552,230 +57%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$660M +$78.8M +197,841 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$634M +$23.2M +58,167 +4%
Citadel Advisors
38
Citadel Advisors
Florida
$633M -$17M -42,747 -3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$624M -$19.7M -49,434 -3%
Barclays
40
Barclays
United Kingdom
$616M -$35.7M -89,668 -6%
AIM
41
Alphinity Investment Management
Australia
$578M +$95.5M +239,761 +23%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$557M +$16M +40,098 +3%
WCM Investment Management
43
WCM Investment Management
California
$545M -$196M -493,033 -29%
Brown Advisory
44
Brown Advisory
Maryland
$542M -$54.3M -136,342 -10%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$518M +$94.1M +236,240 +25%
Deutsche Bank
46
Deutsche Bank
Germany
$517M +$6.08M +15,262 +1%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$487M -$14M -35,037 -3%
Wells Fargo
48
Wells Fargo
California
$486M +$51.8M +130,180 +14%
Pictet Asset Management
49
Pictet Asset Management
Switzerland
$476M -$8.41M -21,108 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$467M -$1.99M -5,000 -0.5%

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.