Intuitive Surgical
ISRG
1,324 hedge funds and large institutions have $59.2B invested in Intuitive Surgical in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 547 increasing their positions, 459 reducing their positions, and 235 closing their positions.
24% more call options, than puts
Call options by funds: $900M | Put options by funds: $727M
19% more repeat investments, than reductions
Existing positions increased: 547 | Existing positions reduced: 459
1.28% less ownership
Funds ownership: 83.77% → 82.49% (-1.3%)
10% less funds holding
Funds holding: 1,468 → 1,324 (-144)
25% less funds holding in top 10
Funds holding in top 10: 40 → 30 (-10)
34% less capital invested
Capital invested by funds: $90.1B → $59.2B (-$30.9B)
53% less first-time investments, than exits
New positions opened: 111 | Existing positions closed: 235
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$263M |
| 2 |
JP Morgan Chase
New York
|
+$201M |
| 3 |
Two Sigma Investments
New York
|
+$196M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$191M |
| 5 |
Goldman Sachs
New York
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.3B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$544M |
| 3 |
Jennison Associates
New York
|
-$530M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$175M |
| 5 |
Edgewood Management
Greenwich,
Connecticut
|
-$139M |
ISRG Hedge Fund Activity: Q2 2022 in Review
1,324 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2022, worth a combined $59.2B — down 34% from $90.1B a quarter earlier.
Sellers outnumbered buyers: 235 funds closed out of ISRG and 111 opened new positions — a net loss of 124 holders — while 459 trimmed existing stakes and 547 added.
The largest buyer was Morgan Stanley, adding an estimated $263M. The largest seller was Fidelity Investments, cutting an estimated $1.3B.
- 1,324 institutional investors held Intuitive Surgical (ISRG) as of Q2 2022, down from 1,468 in Q1 2022.
- Funds reported $59.2B of Intuitive Surgical stock for Q2 2022, down 34% quarter-over-quarter.
- 111 funds opened new Intuitive Surgical positions in Q2 2022 and 235 closed out, a net change of -124 holders.
- The largest Intuitive Surgical buyer in Q2 2022 was Morgan Stanley, an estimated $263M added.
- The largest Intuitive Surgical seller in Q2 2022 was Fidelity Investments, an estimated $1.3B sold.
Based on aggregated 13F filings for Q2 2022.