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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
KRSITF
576
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.09M -$74.1K -186 -2%
GLA
577
Great Lakes Advisors
Illinois
$5.09M -$3.89M -9,769 -46%
GI
578
GAMCO Investors
Connecticut
$5.08M -$398 -1 -0%
MGWM
579
Marks Group Wealth Management
Minnesota
$5.04M +$63.3K +159 +1%
NMIMC
580
Northwestern Mutual Investment Management Company
Wisconsin
$5.02M +$43.8K +110 +1%
DBG
581
De Burlo Group
Massachusetts
$4.98M +$4.46M +11,200 New
LWM
582
Liberty Wealth Management
California
$4.97M +$4.45M +11,171 New
CAM
583
Covenant Asset Management
New Jersey
$4.94M +$68.5K +172 +2%
GRP
584
Global Retirement Partners
California
$4.93M +$3.77M +9,458 +584%
SWS
585
SYSTM Wealth Solutions
Illinois
$4.89M +$199K +500 +5%
DF
586
DNCA Finance
France
$4.89M +$4.38M +11,000 New
NWM
587
Nicola Wealth Management
British Columbia, Canada
$4.89M +$4.38M +11,000 New
IMRF
588
Illinois Municipal Retirement Fund
Illinois
$4.88M
ZB
589
Zions Bancorporation
Utah
$4.87M -$290K -728 -6%
SP
590
Saranac Partners
$4.86M -$278K -699 -6%
KCM
591
Kennedy Capital Management
Missouri
$4.84M +$1.8M +4,513 +71%
NIMI
592
Natixis Investment Managers International
France
$4.83M -$158K -397 -4%
BG
593
Bahl & Gaynor
Ohio
$4.77M -$220K -552 -5%
OA
594
Oak Associates
Ohio
$4.76M -$39.8K -100 -0.9%
IMCOOI
595
Investment Management Corp of Ontario (IMCO)
Canada
$4.76M -$4.45M -11,173 -51%
BCI
596
Brinker Capital Investments
Pennsylvania
$4.69M +$272K +682 +7%
OPS
597
Orion Portfolio Solutions
Nebraska
$4.69M +$272K +682 +7%
TCA
598
Trifecta Capital Advisors
Illinois
$4.68M +$516K +1,296 +14%
BSAM
599
Blue Square Asset Management
New York
$4.68M +$106K +266 +3%
NEI
600
Northwest & Ethical Investments
Ontario, Canada
$4.65M +$428K +1,074 +11%

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.