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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
DDPIC
1551
Deroy & Devereaux Private Investment Counsel
Michigan
$222K -$99.6K -250 -33%
GAM
1552
Gemmer Asset Management
California
$222K +$199K +499 New
JC
1553
JB Capital
Connecticut
$222K +$198K +498 New
EL
1554
EWA LLC
Pennsylvania
$222K +$194K +487 New
AIA
1555
Angeles Investment Advisors
California
$221K +$198K +497 New
CFP
1556
Cascade Financial Partners
California
$220K +$197K +495 New
RZH
1557
Relyea Zuckerberg Hanson
Connecticut
$220K +$197K +495 New
NCM
1558
Novare Capital Management
North Carolina
$219K +$196K +492 New
PA
1559
Prossimo Advisors
California
$218K +$195K +489 New
BCM
1560
Becker Capital Management
Oregon
$218K +$195K +490 New
CIS
1561
Continental Investors Services
Washington
$218K +$195K +489 New
MA
1562
MJP Associates
Connecticut
$218K +$195K +489 New
WLIM
1563
White Lighthouse Investment Management
Massachusetts
$217K +$194K +487 New
CRA
1564
Clear Rock Advisors
Texas
$216K +$194K +486 New
HNB
1565
Hilltop National Bank
Wyoming
$216K +$398 +1 +0.2%
MMPW
1566
Mitchell McLeod Pugh & Williams
Alabama
$215K -$19.9K -50 -9%
TIA
1567
Trust Investment Advisors
Indiana
$215K +$192K +483 New
CIC
1568
Carnegie Investment Counsel
Ohio
$214K -$22.7K -57 -11%
AHL
1569
Abel Hall LLC
Louisiana
$214K +$192K +481 New
BCM
1570
Barometer Capital Management
Ontario, Canada
$214K +$191K +480 New
BMM
1571
Buffington Mohr McNeal
Idaho
$213K +$191K +479 New
CAM
1572
Creekmur Asset Management
Illinois
$212K +$165K +414 +657%
RIM
1573
Redwood Investment Management
Arizona
$212K +$188K +473 New
LFG
1574
Larson Financial Group
Missouri
$212K +$96.8K +243 +104%
PTC
1575
Private Trust Company
Ohio
$210K +$5.97K +15 +3%

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.