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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
PL
1851
Parkwood LLC
Ohio
-$1.38M -3,462 Closed
NRD
1852
Nebula Research & Development
New York
-$1.05M -2,636 Closed
PFMU
1853
Privium Fund Management (UK)
United Kingdom
-$1.02M -2,590 Closed
FFP
1854
FourThought Financial Partners
Florida
-$1M -2,517 Closed
AGA
1855
Accuvest Global Advisors
Utah
-$958K -2,400 Closed
RA
1856
Rational Advisors
New York
-$958K -2,400 Closed
SBIA
1857
Sheaff Brock Investment Advisors
Indiana
-$904K -2,265 Closed
CWA
1858
CM Wealth Advisors
Ohio
-$807K -2,076 Closed
FF
1859
Friedenthal Financial
New Jersey
-$828K -2,074 Closed
MIH
1860
Meitav Investment House
Israel
-$802K -2,009 Closed
BHCM
1861
Brevan Howard Capital Management
Jersey
-$771K -1,933 Closed
WC
1862
Wexford Capital
Florida
-$766K -1,920 Closed
PPP
1863
Private Portfolio Partners
New Jersey
-$664K -1,663 Closed
Simplex Trading
1864
Simplex Trading
Illinois
-$650K -1,632 Closed
WorldQuant Millennium Advisors
1865
WorldQuant Millennium Advisors
New York
-$506K -1,267 Closed
AIM
1866
Aigen Investment Management
New York
-$499K -1,251 Closed
RF
1867
RHS Financial
California
-$479K -1,199 Closed
AC
1868
AlphaCore Capital
California
-$457K -1,146 Closed
CC
1869
Centiva Capital
New York
-$312K -783 Closed
BAM
1870
Blueshift Asset Management
New Jersey
-$304K -761 Closed
ALAM
1871
Asahi Life Asset Management
Japan
-$295K -740 Closed
BP
1872
BBR Partners
New York
-$282K -707 Closed
MAP
1873
Moody Aldrich Partners
Massachusetts
-$279K -700 Closed
Financial Engines Advisors
1874
Financial Engines Advisors
California
-$273K -685 Closed
MPM
1875
Meritage Portfolio Management
Kansas
-$264K -661 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.