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Intuitive Surgical
ISRG

1,742 hedge funds and large institutions have $120B invested in Intuitive Surgical in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 709 increasing their positions, 593 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 103

34% more funds holding in top 10

Funds holding in top 10: 47 → 63 (+16)

20% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 593

17% more capital invested

Capital invested by funds: $102B → $120B (+$17.6B)

4% more funds holding

Funds holding: 1,673 → 1,742 (+69)

1.14% less ownership

Funds ownership: 85.83% → 84.7% (-1.1%)

26% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.4B

Holders
1,742
Holders Change
+69
Holders Change %
+4.12%
% of All Funds
25.09%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
0.91%
New
203
Increased
709
Reduced
593
Closed
103
Calls
$1.04B
Puts
$1.4B
Net Calls
-$358M
Net Calls Change
-$195M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$576M
2
JP Morgan Chase
JP Morgan Chase
New York
+$575M
3
Franklin Resources
Franklin Resources
California
+$550M
4
BlackRock
BlackRock
New York
+$407M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$354M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.9B
2
Edgewood Management
Edgewood Management
Connecticut
-$408M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$263M
4
Goldman Sachs
Goldman Sachs
New York
-$182M
5
Citadel Advisors
Citadel Advisors
Florida
-$176M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1726
Horizon Financial Services
North Carolina
$2.79K +$2.65K +7 New
FSWA
1727
Financial Synergies Wealth Advisors
Texas
$2.4K – – –
HFM
1728
Hartford Financial Management
Connecticut
$2.4K – – –
WA
1729
WestEnd Advisors
North Carolina
$2.4K +$378 +1 +20%
CT
1730
Colonial Trust
South Carolina
$2.07K +$378 +1 +25%
GFL
1731
Granite FO LLC
New Hampshire
$1.93K +$1.51K +4 New
WF
1732
WoodTrust Financial
Wisconsin
$1.7K +$756 +2 +0%
CAM
1733
ClariVest Asset Management
California
$1.6K – – –
CTWM
1734
Cherry Tree Wealth Management
Minnesota
$1.2K – – –
GWSA
1735
Global Wealth Strategies & Associates
Colorado
$1.2K – – –
SWA
1736
SOA Wealth Advisors
New York
$1.2K – – –
TH
1737
TCTC Holdings
Texas
$1.2K – – –
DFA
1738
DHJJ Financial Advisors
Illinois
$799 – – –
PS
1739
PayPay Securities
Japan
$399 -$4.16K -11 -92%
GTAM
1740
Global Trust Asset Management
Florida
$399 – – –
AIC
1741
Archer Investment Corporation
Indiana
$242 – – –
SP
1742
SurgoCap Partners
New York
– -$56.1M -166,338 Closed
MC
1743
MIG Capital
California
– -$46.8M -138,724 Closed
Renaissance Technologies
1744
Renaissance Technologies
New York
– -$46.8M -138,659 Closed
Hudson Bay Capital Management
1745
Hudson Bay Capital Management
Connecticut
– -$36.8M -109,000 Closed
TC
1746
Tenere Capital
New York
– -$15.4M -45,634 Closed
Capital Fund Management (CFM)
1747
Capital Fund Management (CFM)
France
– -$11.7M -30,904 Closed
MWM
1748
Meridian Wealth Management
Kentucky
– -$9.31M -27,582 Closed
WMSA
1749
Weiss Multi-Strategy Advisers
New York
– -$8.56M -25,377 Closed
CM
1750
Caption Management
Oklahoma
– -$8.5M -25,210 Closed
68 69
70
71 72

ISRG Hedge Fund Activity: Q1 2024 in Review

1,742 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2024, worth a combined $120B — up 17% from $102B a quarter earlier.

Buyers outnumbered sellers: 203 funds opened new ISRG positions and 103 closed out — a net gain of 100 holders — while 709 added to existing stakes and 593 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $576M. The largest seller was Morgan Stanley, cutting an estimated $1.9B.

  • 1,742 institutional investors held Intuitive Surgical (ISRG) as of Q1 2024, up from 1,673 in Q4 2023.
  • Funds reported $120B of Intuitive Surgical stock for Q1 2024, up 17% quarter-over-quarter.
  • 203 funds opened new Intuitive Surgical positions in Q1 2024 and 103 closed out, a net change of +100 holders.
  • The largest Intuitive Surgical buyer in Q1 2024 was Fidelity Investments, an estimated $576M added.
  • The largest Intuitive Surgical seller in Q1 2024 was Morgan Stanley, an estimated $1.9B sold.

Based on aggregated 13F filings for Q1 2024.