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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
BCM
1751
Bayesian Capital Management
New York
– -$8.27M -24,520 Closed
GS
1752
GTS Securities
New York
– -$7.83M -20,709 Closed
SCM
1753
Silverarc Capital Management
Massachusetts
– -$5.33M -15,808 Closed
AAF
1754
Andra AP-fonden
Sweden
– -$5.09M -15,100 Closed
PCOC
1755
Power Corp of Canada
Canada
– -$4.25M -12,611 Closed
JAM
1756
Jupiter Asset Management
United Kingdom
– -$3.96M -11,731 Closed
FI
1757
FJ Investments
Utah
– -$3.07M -9,100 Closed
SSA
1758
Schonfeld Strategic Advisors
New York
– -$3.05M -9,038 Closed
WG
1759
Winton Group
United Kingdom
– -$2.66M -7,893 Closed
RP
1760
Regal Partners
Australia
– -$2.6M -7,693 Closed
CSS
1761
Cubist Systematic Strategies
Connecticut
– -$2.11M -5,575 Closed
AC
1762
AXQ Capital
New Jersey
– -$1.86M -5,500 Closed
CPIM
1763
Coalescence Partners Investment Management
New York
– -$1.78M -5,267 Closed
AI
1764
Atom Investors
Texas
– -$1.63M -4,832 Closed
IIA
1765
IPG Investment Advisors
California
– -$1.37M -4,065 Closed
EP
1766
Edgestream Partners
New Jersey
– -$1.34M -3,971 Closed
ECU
1767
Eisler Capital (UK)
United Kingdom
– -$1.49M -3,940 Closed
HFA
1768
Harbert Fund Advisors
Alabama
– -$1.3M -3,850 Closed
IFU
1769
iSAM Funds (UK)
United Kingdom
– -$1.27M -3,752 Closed
1WM
1770
1900 Wealth Management
Texas
– -$1.21M -3,577 Closed
SM
1771
Sciencast Management
New Jersey
– -$1.04M -3,085 Closed
OTPPB
1772
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.03M -3,062 Closed
CI
1773
Clal Insurance
Israel
– -$1.01M -3,000 Closed
GBWM
1774
Granite Bay Wealth Management
New Hampshire
– -$770K -2,583 Closed
VAM
1775
Vienna Asset Management
California
– -$814K -2,460 Closed
69 70
71
72 73

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.