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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
Aviva
176
Aviva
United Kingdom
$64.2M +$10.1M +25,264 +21%
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$63.9M -$784K -1,969 -1%
SCP
178
Sandhill Capital Partners
New York
$62.8M -$637K -1,600 -1%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$62M -$27.3M -68,597 -33%
MSV
180
MN Services Vermogensbeheer
Netherlands
$61.9M -$1.23M -3,100 -2%
PCM
181
Peregrine Capital Management
Minnesota
$61.2M +$1.09M +2,734 +2%
PHS
182
PFM Health Sciences
California
$61.1M +$10.5M +26,290 +24%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$60.2M -$3.98M -9,981 -7%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$59.9M -$739K -1,856 -1%
BIA
185
Biondo Investment Advisors
Pennsylvania
$59.3M +$23.9K +60 +0%
MG
186
Marex Group
$58.3M +$36.1M +90,710 +225%
State of New Jersey Common Pension Fund D
187
State of New Jersey Common Pension Fund D
New Jersey
$58.2M -$27.5M -69,170 -35%
IG
188
ING Group
Netherlands
$56.3M -$6.07M -15,243 -11%
Cerity Partners
189
Cerity Partners
New York
$56M -$1.07M -2,697 -2%
CWG
190
C WorldWide Group
Denmark
$56M -$9.96M -25,000 -17%
CWM
191
CIBC World Markets
New York
$55.7M +$26.6M +66,806 +114%
HPG
192
Harvest Portfolios Group
Ontario, Canada
$55.5M -$7.1M -17,823 -12%
ZIG
193
Zurich Insurance Group
Switzerland
$55.5M +$49.7M +124,671 New
Calamos Advisors
194
Calamos Advisors
Illinois
$55.3M -$1.26M -3,156 -2%
Vontobel Holding
195
Vontobel Holding
Switzerland
$55M +$25.2M +63,213 +105%
CAI
196
Capital Advisors Inc
Oklahoma
$54M +$3.76M +9,440 +8%
ITP
197
Iron Triangle Partners
Connecticut
$53.8M -$1.33M -3,351 -3%
PAMP
198
Polar Asset Management Partners
Ontario, Canada
$53.7M +$26.6M +66,900 +124%
AIM
199
Artemis Investment Management
United Kingdom
$53.6M +$16.1M +40,395 +50%
DZ Bank
200
DZ Bank
Germany
$53.5M +$861K +2,162 +2%

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.