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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
AIG
1826
American International Group
New York
-$46.2M -115,646 Closed
1WCM
1827
12 West Capital Management
New York
-$35.9M -90,000 Closed
Voloridge Investment Management
1828
Voloridge Investment Management
Florida
-$35.1M -87,876 Closed
BRA
1829
Bender Robert & Associates
California
-$35M -87,789 Closed
TPSF
1830
Texas Permanent School Fund
Texas
-$29.1M -72,833 Closed
TC
1831
TwinBeech Capital
New York
-$27M -67,764 Closed
ACM
1832
Aquatic Capital Management
Illinois
-$15.5M -38,800 Closed
GCM
1833
Genus Capital Management
British Columbia, Canada
-$9.58M -24,056 Closed
SFFS
1834
Stonehage Fleming Financial Services
Jersey
-$3.4M -14,578 Closed
MLICM
1835
Metropolitan Life Insurance Company (MetLife)
New York
-$5.67M -14,210 Closed
EGM
1836
Engineers Gate Manager
New York
-$5.12M -12,839 Closed
MCM
1837
Moore Capital Management
New York
-$4.79M -12,000 Closed
USAA
1838
United Services Automobile Association
Texas
-$4.09M -10,258 Closed
LNC
1839
Lincoln National Corp
Pennsylvania
-$3.81M -9,536 Closed
ZDA
1840
Zweig-DiMenna Associates
New York
-$3.25M -8,150 Closed
AIMCA
1841
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.23M -8,100 Closed
SEC
1842
Seven Eight Capital
New York
-$2.65M -6,645 Closed
GCM
1843
Graham Capital Management
Connecticut
-$2.52M -6,314 Closed
TI
1844
Trexquant Investment
Connecticut
-$2.23M -5,582 Closed
BL
1845
Balentine LLC
Georgia
-$1.78M -4,465 Closed
ERSOT
1846
Employees Retirement System of Texas
Texas
-$1.68M -4,201 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1847
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.66M -4,165 Closed
Two Sigma Advisers
1848
Two Sigma Advisers
New York
-$1.64M -4,100 Closed
HF
1849
HRT Financial
New York
-$1.41M -3,530 Closed
HCMT
1850
Highland Capital Management (Tennessee)
Tennessee
-$1.38M -3,466 Closed

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.