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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
Fayez Sarofim & Co
51
Fayez Sarofim & Co
Texas
$466M +$64.4M +161,783 +18%
Coatue Management
52
Coatue Management
New York
$457M -$99.8M -250,526 -20%
Macquarie Group
53
Macquarie Group
Australia
$452M -$116M -291,338 -22%
Axa
54
Axa
France
$434M +$14.7M +36,831 +4%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$433M +$66M +165,712 +21%
Bank Julius Baer & Co
56
Bank Julius Baer & Co
Switzerland
$407M -$46.4M -116,411 -12%
AM
57
AGF Management
Ontario, Canada
$391M +$8.57M +21,511 +3%
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$389M +$348M +873,654 New
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$386M -$10.5M -26,253 -3%
Holocene Advisors
60
Holocene Advisors
New York
$322M -$50.3M -126,243 -15%
MIM
61
Meridiem Investment Management
United Kingdom
$320M +$10.1M +25,428 +4%
Lazard Asset Management
62
Lazard Asset Management
New York
$314M +$1.82M +4,566 +0.7%
DekaBank Deutsche Girozentrale
63
DekaBank Deutsche Girozentrale
Germany
$312M +$5.18M +13,004 +2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$310M +$6.44M +16,170 +2%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$303M -$40.2M -100,857 -13%
William Blair Investment Management
66
William Blair Investment Management
Illinois
$292M -$82.6M -207,489 -24%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$282M -$4.23M -10,619 -2%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$277M +$19M +47,588 +8%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$267M -$4.92M -12,362 -2%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$267M -$43.5M -109,239 -15%
Principal Financial Group
71
Principal Financial Group
Iowa
$264M +$6.93M +17,409 +3%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$260M +$12M +30,083 +5%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$255M +$21.1M +52,976 +10%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$254M +$19.4M +48,591 +9%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$254M +$1.03M +2,596 +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.