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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
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$125M -$5.22M -13,107 -4%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$123M -$4.5M -11,309 -4%
HNB
128
Huntington National Bank
Ohio
$119M +$5.49M +13,773 +5%
Arrowstreet Capital
129
Arrowstreet Capital
Massachusetts
$117M -$59.4M -149,097 -36%
SAM
130
Storebrand Asset Management
Norway
$117M -$18.3M -45,904 -15%
KBC Group
131
KBC Group
Belgium
$114M +$529K +1,327 +0.5%
JHP
132
James Hambro & Partners
United Kingdom
$111M +$4.12M +10,344 +4%
DGI
133
Disciplined Growth Investors
Minnesota
$110M -$3.46M -8,694 -3%
CS
134
Candriam SCA
Luxembourg
$110M -$4.06M -10,200 -4%
Aberdeen Group
135
Aberdeen Group
United Kingdom
$110M -$5.47M -13,746 -5%
APM
136
Avidity Partners Management
Texas
$109M +$7.57M +19,000 +8%
Credit Agricole
137
Credit Agricole
France
$107M +$78.4M +196,885 +458%
Truist Financial
138
Truist Financial
North Carolina
$104M +$35K +88 +0%
Canada Life
139
Canada Life
Manitoba, Canada
$101M +$9.63M +24,183 +12%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$97.9M +$3.63M +9,111 +4%
APG Asset Management
141
APG Asset Management
Netherlands
$97.2M +$3.05M +7,648 +3%
RAM
142
Resona Asset Management
Japan
$96.2M -$4.34M -10,892 -5%
OFG
143
Oxford Financial Group
Indiana
$94.9M +$4.82M +12,091 +6%
MNA
144
Manning & Napier Advisors
New York
$91.5M +$81.9M +205,611 New
RI
145
RTW Investments
New York
$90.1M +$41.2M +103,456 +105%
Caisse de Depot et Placement du Quebec (CDPQ)
146
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$88.3M -$17M -42,727 -18%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$88.2M -$1.95M -4,896 -2%
SOMRS
148
State of Michigan Retirement System
Michigan
$87.9M +$239K +600 +0.3%
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$87.7M -$30.4M -76,259 -28%
BPCE
150
Bank Pictet & Cie (Europe)
Germany
$87.4M +$336K +843 +0.4%

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.