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Intuitive Surgical
ISRG

1,742 hedge funds and large institutions have $120B invested in Intuitive Surgical in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 709 increasing their positions, 593 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 103

34% more funds holding in top 10

Funds holding in top 10: 47 → 63 (+16)

20% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 593

17% more capital invested

Capital invested by funds: $102B → $120B (+$17.6B)

4% more funds holding

Funds holding: 1,673 → 1,742 (+69)

1.14% less ownership

Funds ownership: 85.83% → 84.7% (-1.1%)

26% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.4B

Holders
1,742
Holders Change
+69
Holders Change %
+4.12%
% of All Funds
25.09%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
0.91%
New
203
Increased
709
Reduced
593
Closed
103
Calls
$1.04B
Puts
$1.4B
Net Calls
-$358M
Net Calls Change
-$195M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$576M
2
JP Morgan Chase
JP Morgan Chase
New York
+$575M
3
Franklin Resources
Franklin Resources
California
+$550M
4
BlackRock
BlackRock
New York
+$407M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$354M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.9B
2
Edgewood Management
Edgewood Management
Connecticut
-$408M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$263M
4
Goldman Sachs
Goldman Sachs
New York
-$182M
5
Citadel Advisors
Citadel Advisors
Florida
-$176M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
726
Halbert Hargrove Global Advisors
California
$2.34M +$667K +1,765 +43%
SWA
727
Stratos Wealth Advisors
Ohio
$2.31M -$67.6K -179 -3%
BC
728
Broadwater Capital
Massachusetts
$2.3M – – –
TVWM
729
Tower View Wealth Management
Wisconsin
$2.3M -$169K -447 -7%
MYLI
730
Meiji Yasuda Life Insurance
Japan
$2.29M -$359K -951 -14%
IAS
731
IMA Advisory Services
Colorado
$2.29M -$54.8K -145 -2%
MNBTD
732
Moody National Bank Trust Division
Texas
$2.27M +$15.5K +41 +0.7%
RA
733
RiverPark Advisors
New York
$2.26M -$449K -1,188 -17%
ACA
734
Aptus Capital Advisors
Alabama
$2.26M +$297K +785 +16%
TI
735
Trexquant Investment
Connecticut
$2.23M -$3.14M -8,298 -60%
PA
736
Procyon Advisors
Connecticut
$2.23M +$86.2K +228 +4%
Luther King Capital Management (LKCM)
737
Luther King Capital Management (LKCM)
Texas
$2.22M +$28K +74 +1%
CCS
738
Concentric Capital Strategies
Connecticut
$2.2M +$30.6K +81 +1%
MAS
739
Meeder Advisory Services
Ohio
$2.19M +$109K +288 +6%
BRWA
740
B. Riley Wealth Advisors
Florida
$2.18M +$584K +1,545 +26%
CG
741
Caprock Group
Idaho
$2.18M +$114K +301 +6%
AW
742
Alaethes Wealth
Nevada
$2.16M +$4.16K +11 +0.2%
WCM
743
Whitener Capital Management
North Carolina
$2.15M +$68K +180 +3%
GCM
744
Geneva Capital Management
Wisconsin
$2.15M +$344K +911 +20%
BWP
745
Balboa Wealth Partners
Arizona
$2.14M +$199K +526 +11%
PWM
746
Perigon Wealth Management
California
$2.14M +$10.2K +27 +0.5%
QCG
747
Quadrant Capital Group
Ohio
$2.14M +$212K +560 +12%
HT
748
Headlands Technologies
Illinois
$2.14M +$2.02M +5,351 New
SWM
749
Spire Wealth Management
Virginia
$2.13M +$15.5K +41 +0.8%
AA
750
Altman Advisors
Illinois
$2.11M +$8.31K +22 +0.4%
28 29
30
31 32

ISRG Hedge Fund Activity: Q1 2024 in Review

1,742 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2024, worth a combined $120B — up 17% from $102B a quarter earlier.

Buyers outnumbered sellers: 203 funds opened new ISRG positions and 103 closed out — a net gain of 100 holders — while 709 added to existing stakes and 593 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $576M. The largest seller was Morgan Stanley, cutting an estimated $1.9B.

  • 1,742 institutional investors held Intuitive Surgical (ISRG) as of Q1 2024, up from 1,673 in Q4 2023.
  • Funds reported $120B of Intuitive Surgical stock for Q1 2024, up 17% quarter-over-quarter.
  • 203 funds opened new Intuitive Surgical positions in Q1 2024 and 103 closed out, a net change of +100 holders.
  • The largest Intuitive Surgical buyer in Q1 2024 was Fidelity Investments, an estimated $576M added.
  • The largest Intuitive Surgical seller in Q1 2024 was Morgan Stanley, an estimated $1.9B sold.

Based on aggregated 13F filings for Q1 2024.