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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
CF
201
Corebridge Financial
Texas
$50.5M +$45.2M +113,481 New
CM
202
Castleark Management
Illinois
$50.4M +$570K +1,430 +1%
GIA
203
Gateway Investment Advisers
Ohio
$50M -$97.6K -245 -0.2%
GT
204
Glenview Trust
Kentucky
$49.6M +$599K +1,503 +1%
MIM
205
MetLife Investment Management
New Jersey
$49.4M +$5.61M +14,095 +15%
HAM
206
Hyperion Asset Management
Australia
$48.6M -$3.5M -8,782 -7%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$47.8M +$265K +666 +0.6%
Artisan Partners
208
Artisan Partners
Wisconsin
$47.2M +$12.7M +31,947 +43%
AAMU
209
APG Asset Management US
New York
$47.2M -$120K -301 -0.3%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$46.7M -$232K -583 -0.6%
GC
211
Guggenheim Capital
Illinois
$46.2M +$2.31M +5,803 +6%
TIM
212
Triodos Investment Management
Netherlands
$46.1M -$4.32M -10,850 -9%
BA
213
Bridgewater Associates
Connecticut
$46.1M -$45.8M -114,957 -53%
ASRS
214
Arizona State Retirement System
Arizona
$45.7M +$686K +1,723 +2%
DC
215
Davenport & Co
Virginia
$45.7M +$38.4M +96,309 +1,495%
Comerica Bank
216
Comerica Bank
Texas
$45.2M -$315K -791 -0.8%
B
217
Braidwell
Connecticut
$44.7M
KeyBank National Association
218
KeyBank National Association
Ohio
$44.2M -$405K -1,018 -1%
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
$43.6M -$6.88M -17,274 -15%
SC
220
Sapient Capital
Indiana
$42.6M +$7.14M +17,921 +23%
CI Investments Inc
221
CI Investments Inc
Ontario, Canada
$42.4M -$1.12M -2,810 -3%
ACI
222
Alpha Cubed Investments
California
$42.3M +$10.7M +26,802 +39%
WC
223
Woodstock Corp
Massachusetts
$41.2M -$865K -2,171 -2%
NSLI
224
Nan Shan Life Insurance
Taiwan
$41M +$35.1M +88,105 +2,132%
SO
225
STRS Ohio
Ohio
$41M -$17.8M -44,760 -33%

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.