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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
PHM
526
Prospect Hill Management
New Jersey
$6.37M
BFM
527
Boothbay Fund Management
New York
$6.32M -$481K -1,207 -8%
AWS
528
Atria Wealth Solutions
New York
$6.29M -$176K -442 -3%
KFP
529
KMG Fiduciary Partners
Ohio
$6.27M +$47.8K +120 +0.9%
AFA
530
Arlington Financial Advisors
California
$6.27M -$489K -1,229 -8%
PAG
531
Private Advisor Group
New Jersey
$6.24M +$855K +2,146 +18%
GSCM
532
Greenfield Seitz Capital Management
Texas
$6.19M -$14.7K -37 -0.3%
M
533
Mirova
France
$6.19M
BIP
534
Bouvel Investment Partners
Pennsylvania
$6.18M -$11.6K -29 -0.2%
Qube Research & Technologies (QRT)
535
Qube Research & Technologies (QRT)
United Kingdom
$6.16M -$19.2M -48,218 -78%
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.15M +$3.02M +7,583 +121%
NA
537
NewEdge Advisors
Louisiana
$6.15M +$416K +1,044 +8%
BST
538
Bath Savings Trust
Maine
$6.1M
NW
539
NewEdge Wealth
Pennsylvania
$6.08M -$131K -329 -2%
FLII
540
First Long Island Investors
New York
$6.05M
LMIM
541
Lockheed Martin Investment Management
Maryland
$6.02M -$195K -490 -3%
HFS
542
Hantz Financial Services
Michigan
$6M +$70.5K +177 +1%
DWM
543
Dakota Wealth Management
Florida
$5.99M +$1.75M +4,396 +48%
CGIM
544
Capital Group Investment Management
Singapore
$5.86M +$43.8K +110 +0.8%
SIA
545
Sit Investment Associates
Minnesota
$5.85M +$2.34M +5,887 +81%
RWM
546
Rench Wealth Management
Texas
$5.79M +$370K +930 +8%
RBA
547
Richard Bernstein Advisors
New York
$5.78M
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$5.75M +$94K +236 +2%
CL
549
Choreo LLC
Illinois
$5.74M +$4.37M +10,980 +506%
AHB
550
Abner Herrman & Brock
New Jersey
$5.74M

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.