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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
RAM
501
Robocap Asset Management
United Kingdom
$7.43M +$782K +1,963 +13%
SWP
502
Stratos Wealth Partners
Ohio
$7.42M +$202K +507 +3%
FCBT
503
First Citizens Bank & Trust
North Carolina
$7.36M +$280K +704 +4%
CIM
504
Chiron Investment Management
New York
$7.33M -$3.35M -8,421 -34%
AAM
505
Azzad Asset Management
Virginia
$7.31M -$1M -2,523 -13%
Los Angeles Capital Management
506
Los Angeles Capital Management
California
$7.24M -$958K -2,405 -13%
UM
507
UniSuper Management
Australia
$7.16M +$3.52M +8,843 +122%
CB
508
Commerce Bank
Missouri
$7.15M -$190K -477 -3%
DLCIG
509
D.L. Carlson Investment Group
New Hampshire
$7.14M -$71.3K -179 -1%
VC
510
Vestor Capital
Illinois
$7.14M +$83.6K +210 +1%
PAS
511
Park Avenue Securities
New York
$7.13M -$300K -753 -4%
BAAM
512
Baker Avenue Asset Management
California
$7.13M -$170K -427 -3%
ITFISA
513
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.07M
KAS
514
Kestra Advisory Services
Texas
$6.96M +$395K +991 +7%
SFI
515
Siemens Fonds Invest
Germany
$6.96M +$797 +2 +0%
MGP
516
Metis Global Partners
California
$6.95M +$48.2K +121 +0.8%
SAM
517
Simplify Asset Management
Nevada
$6.82M -$6.77M -17,010 -53%
MLL
518
Moody Lynn & Lieberson
Massachusetts
$6.77M +$13.1K +33 +0.2%
MFAM
519
Motley Fool Asset Management
Virginia
$6.71M +$1.4M +3,523 +30%
RFC
520
Regions Financial Corp
Alabama
$6.71M -$664K -1,668 -10%
LSA
521
L & S Advisors
California
$6.7M -$691K -1,734 -10%
WS
522
Wedbush Securities
California
$6.63M +$148K +371 +3%
QCM
523
Quantinno Capital Management
New York
$6.62M -$1.1M -2,773 -16%
EWA
524
EP Wealth Advisors
California
$6.58M +$23.9K +60 +0.4%
SB
525
Simmons Bank
Arkansas
$6.54M -$46.6K -117 -0.8%

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.