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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.1B +$292M +732,728 +2%
BlackRock
2
BlackRock
New York
$13.4B -$79.4M -199,397 -0.7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$7.05B -$274M -688,759 -4%
State Street
4
State Street
Massachusetts
$6.6B -$117M -292,657 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.51B +$425M +1,067,925 +12%
JP Morgan Chase
6
JP Morgan Chase
New York
$3.97B +$872M +2,189,792 +33%
Capital World Investors
7
Capital World Investors
California
$3.27B +$26.4M +66,276 +0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.27B +$87M +218,451 +3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$3.02B +$77.9M +195,610 +3%
Morgan Stanley
10
Morgan Stanley
New York
$2.54B +$170M +425,881 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.52B -$283M -711,299 -11%
Fisher Asset Management
12
Fisher Asset Management
Washington
$2.09B +$49.8M +125,150 +3%
Franklin Resources
13
Franklin Resources
California
$2.01B +$22.7M +57,080 +1%
Norges Bank
14
Norges Bank
Norway
$1.96B +$69.8M +175,288 +4%
Jennison Associates
15
Jennison Associates
New York
$1.86B -$127M -317,923 -7%
Edgewood Management
16
Edgewood Management
Connecticut
$1.77B -$31.3M -78,683 -2%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$1.7B -$21.6M -54,142 -1%
Invesco
18
Invesco
Georgia
$1.63B -$53.9M -135,272 -4%
Bank of America
19
Bank of America
North Carolina
$1.56B +$75M +188,420 +6%
N
20
Nuveen
North Carolina
$1.54B -$69.6M -174,865 -5%
Northern Trust
21
Northern Trust
Illinois
$1.44B -$8.27M -20,755 -0.6%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$1.36B +$588M +1,477,130 +93%
Amundi
23
Amundi
France
$1.31B +$101M +254,199 +9%
UBS AM
24
UBS AM
Illinois
$1.14B +$198M +498,082 +24%
American Century Companies
25
American Century Companies
Missouri
$1.07B +$28.1M +70,556 +3%

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.