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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
National Pension Service
76
National Pension Service
South Korea
$253M +$4.18M +10,506 +2%
DDC
77
DF Dent & Co
Maryland
$245M -$24.9M -62,407 -10%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$242M -$4.5M -11,297 -2%
BG
79
Bellevue Group
Switzerland
$240M -$56.7M -142,282 -21%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$237M -$2.03M -5,103 -0.9%
SEI Investments
81
SEI Investments
Pennsylvania
$235M +$2.82M +7,080 +1%
Citigroup
82
Citigroup
New York
$234M +$49.4M +124,043 +31%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$229M -$9.24M -23,205 -4%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$223M +$22.9M +57,528 +13%
O
85
OrbiMed
New York
$219M
TD Asset Management
86
TD Asset Management
Ontario, Canada
$217M -$5.92M -14,857 -3%
RG
87
Rathbones Group
United Kingdom
$216M +$2.02M +5,074 +1%
GGHC
88
Gilder Gagnon Howe & Co
New York
$211M +$15.8M +39,686 +9%
William Blair & Company
89
William Blair & Company
Illinois
$210M +$9.43M +23,667 +5%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208M +$2.33M +5,848 +1%
Lord, Abbett & Co
91
Lord, Abbett & Co
New Jersey
$199M -$15.1M -37,907 -8%
Victory Capital Management
92
Victory Capital Management
Texas
$199M -$4.06M -10,188 -2%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$199M -$18.3M -45,861 -9%
HL
94
Harding Loevner
New Jersey
$193M -$5.55M -13,945 -3%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$192M -$9.23M -23,173 -5%
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$191M -$12.3M -30,849 -7%
Allianz Asset Management
97
Allianz Asset Management
Germany
$185M -$37.2M -93,525 -18%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$181M -$491K -1,233 -0.3%
FAM
99
Fred Alger Management
New York
$174M -$2.14M -5,375 -1%
LIP
100
Liontrust Investment Partners
United Kingdom
$171M -$9.5M -23,846 -6%

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.