Intuitive Surgical
ISRG
1,556 hedge funds and large institutions have $101B invested in Intuitive Surgical in 2023 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 553 increasing their positions, 557 reducing their positions, and 56 closing their positions.
273% more first-time investments, than exits
New positions opened: 209 | Existing positions closed: 56
36% more funds holding in top 10
Funds holding in top 10: 45 → 61 (+16)
35% more capital invested
Capital invested by funds: $74.7B → $101B (+$26.2B)
10% more funds holding
Funds holding: 1,413 → 1,556 (+143)
9% more call options, than puts
Call options by funds: $794M | Put options by funds: $726M
0.91% more ownership
Funds ownership: 83.48% → 84.39% (+0.91%)
1% less repeat investments, than reductions
Existing positions increased: 553 | Existing positions reduced: 557
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$437M |
| 2 |
Barclays
London,
United Kingdom
|
+$270M |
| 3 |
JP Morgan Chase
New York
|
+$250M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$236M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$227M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$424M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
-$353M |
| 3 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$242M |
| 4 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
-$138M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$134M |
ISRG Hedge Fund Activity: Q2 2023 in Review
1,556 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2023, worth a combined $101B — up 35% from $74.7B a quarter earlier.
Buyers outnumbered sellers: 209 funds opened new ISRG positions and 56 closed out — a net gain of 153 holders — while 553 added to existing stakes and 557 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $437M. The largest seller was T. Rowe Price Associates, cutting an estimated $424M.
- 1,556 institutional investors held Intuitive Surgical (ISRG) as of Q2 2023, up from 1,413 in Q1 2023.
- Funds reported $101B of Intuitive Surgical stock for Q2 2023, up 35% quarter-over-quarter.
- 209 funds opened new Intuitive Surgical positions in Q2 2023 and 56 closed out, a net change of +153 holders.
- The largest Intuitive Surgical buyer in Q2 2023 was Citadel Advisors, an estimated $437M added.
- The largest Intuitive Surgical seller in Q2 2023 was T. Rowe Price Associates, an estimated $424M sold.
Based on aggregated 13F filings for Q2 2023.