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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
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$86.3M -$5.3M -13,299 -6%
Corient Private Wealth
152
Corient Private Wealth
Florida
$85.8M +$13.3M +33,398 +21%
Fidelity International
153
Fidelity International
Bermuda
$84.8M +$4.11M +10,326 +6%
BHC
154
Bowen Hanes & Co
Florida
$82.9M -$19.9K -50 -0%
Skandinaviska Enskilda Banken (SEB)
155
Skandinaviska Enskilda Banken (SEB)
Sweden
$82.8M -$772K -1,938 -1%
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
$82.2M +$22.2M +55,699 +43%
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$80.2M -$3.37M -8,461 -4%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$79.6M +$4.21M +10,567 +6%
WP
159
Woodline Partners
California
$79.2M +$8.46M +21,230 +14%
Swedbank
160
Swedbank
Sweden
$78.8M -$3.69M -9,272 -5%
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$78.8M -$344M -863,040 -83%
Asset Management One
162
Asset Management One
Japan
$78.7M -$399K -1,001 -0.6%
EPFB
163
Employees Provident Fund Board
Malaysia
$77.7M +$6.69M +16,792 +11%
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$76M -$2.63M -6,601 -4%
HighTower Advisors
165
HighTower Advisors
Illinois
$72.2M +$1.51M +3,787 +2%
BAMCO Inc
166
BAMCO Inc
New York
$71.3M -$1.8M -4,520 -3%
Public Sector Pension Investment Board (PSP Investments)
167
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$70.8M +$2.34M +5,865 +4%
Treasurer of the State of North Carolina
168
Treasurer of the State of North Carolina
North Carolina
$70.7M -$816K -2,050 -1%
WJWM
169
Williams Jones Wealth Management
New York
$70.6M +$5.24M +13,148 +9%
BIM
170
Bridges Investment Management
Nebraska
$70.5M +$36.6M +91,916 +138%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$68.8M -$710K -1,783 -1%
First Trust Advisors
172
First Trust Advisors
Illinois
$67M +$13.4M +33,701 +29%
DB
173
Danske Bank
Denmark
$65.9M -$13.1M -32,888 -18%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$65.8M +$24.4M +61,208 +71%
Robeco Institutional Asset Management
175
Robeco Institutional Asset Management
Netherlands
$64.8M -$9.34M -23,459 -14%

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.