Intuitive Surgical
ISRG
1,825 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2024 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 784 increasing their positions, 583 reducing their positions, and 79 closing their positions.
132% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 79
34% more repeat investments, than reductions
Existing positions increased: 784 | Existing positions reduced: 583
14% more funds holding in top 10
Funds holding in top 10: 63 → 72 (+9)
13% more capital invested
Capital invested by funds: $120B → $135B (+$15.8B)
5% more funds holding
Funds holding: 1,745 → 1,825 (+80)
1.07% more ownership
Funds ownership: 84.7% → 85.77% (+1.1%)
7% more call options, than puts
Call options by funds: $1.08B | Put options by funds: $1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$872M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$588M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$522M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$425M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$292M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$344M |
| 2 |
Bank of New York Mellon
New York
|
-$283M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$274M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$231M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
-$196M |
ISRG Hedge Fund Activity: Q2 2024 in Review
1,825 of the 6,935 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: 183 funds opened new ISRG positions and 79 closed out — a net gain of 104 holders — while 784 added to existing stakes and 583 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $872M. The largest seller was Mirae Asset Global Investments, cutting an estimated $344M.
- 1,825 institutional investors held Intuitive Surgical (ISRG) as of Q2 2024, up from 1,745 in Q1 2024.
- Funds reported $135B of Intuitive Surgical stock for Q2 2024, up 13% quarter-over-quarter.
- 183 funds opened new Intuitive Surgical positions in Q2 2024 and 79 closed out, a net change of +104 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.