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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$170M -$12.1M -30,265 -7%
Stifel Financial
102
Stifel Financial
Missouri
$169M +$2.78M +6,981 +2%
MU
103
Mirova US
Massachusetts
$168M +$3.16M +7,933 +2%
Royal London Asset Management
104
Royal London Asset Management
United Kingdom
$160M -$92.8K -233 -0.1%
ProShare Advisors
105
ProShare Advisors
Maryland
$159M -$14M -35,186 -9%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$158M +$39.9M +100,062 +39%
JWBC
107
John W. Bristol & Co
New York
$157M -$3.08M -7,721 -2%
Alyeska Investment Group
108
Alyeska Investment Group
Illinois
$157M -$9.48M -23,802 -6%
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$154M +$63.5M +159,371 +85%
Bessemer Group
110
Bessemer Group
New Jersey
$154M -$92K -231 -0.1%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$153M -$16.7M -41,884 -11%
Viking Global Investors
112
Viking Global Investors
Connecticut
$150M -$173M -433,944 -56%
1832 Asset Management
113
1832 Asset Management
Ontario, Canada
$150M +$8.9M +22,354 +7%
PCH
114
Polar Capital Holdings
United Kingdom
$148M -$14.6M -36,714 -10%
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$143M -$5.52M -13,848 -4%
Federated Hermes
116
Federated Hermes
Pennsylvania
$140M +$4.47M +11,215 +4%
Nomura Asset Management
117
Nomura Asset Management
Japan
$138M +$7.06M +17,714 +6%
Prudential Financial
118
Prudential Financial
New Jersey
$136M -$107M -269,073 -47%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$135M -$6.53M -16,405 -5%
CAM
120
Congress Asset Management
Massachusetts
$135M +$2.71M +6,813 +2%
RJA
121
Raymond James & Associates
Florida
$135M -$8.97M -22,528 -7%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$134M -$23M -57,761 -16%
TG
123
TCW Group
California
$134M +$6.53M +16,399 +6%
RSCM
124
Rock Springs Capital Management
Maryland
$133M
LPL Financial
125
LPL Financial
California
$131M +$9.84M +24,715 +9%

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.