Intuitive Surgical
ISRG
1,954 hedge funds and large institutions have $148B invested in Intuitive Surgical in 2024 Q3 according to their latest regulatory filings, with 221 funds opening new positions, 764 increasing their positions, 651 reducing their positions, and 71 closing their positions.
211% more first-time investments, than exits
New positions opened: 221 | Existing positions closed: 71
17% more repeat investments, than reductions
Existing positions increased: 764 | Existing positions reduced: 651
9% more capital invested
Capital invested by funds: $135B → $148B (+$12.4B)
7% more funds holding
Funds holding: 1,825 → 1,954 (+129)
1.1% less ownership
Funds ownership: 85.77% → 84.66% (-1.1%)
4% less funds holding in top 10
Funds holding in top 10: 72 → 69 (-3)
12% less call options, than puts
Call options by funds: $1.29B | Put options by funds: $1.47B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$530M |
| 2 |
JP Morgan Chase
New York
|
+$501M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$391M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$374M |
| 5 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$257M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.12B |
| 2 |
Millennium Management
New York
|
-$613M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$580M |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
-$437M |
| 5 |
Jennison Associates
New York
|
-$368M |
ISRG Hedge Fund Activity: Q3 2024 in Review
1,954 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2024, worth a combined $148B — up 9.2% from $135B a quarter earlier.
Buyers outnumbered sellers: 221 funds opened new ISRG positions and 71 closed out — a net gain of 150 holders — while 764 added to existing stakes and 651 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $530M. The largest seller was AllianceBernstein, cutting an estimated $1.12B.
- 1,954 institutional investors held Intuitive Surgical (ISRG) as of Q3 2024, up from 1,825 in Q2 2024.
- Funds reported $148B of Intuitive Surgical stock for Q3 2024, up 9.2% quarter-over-quarter.
- 221 funds opened new Intuitive Surgical positions in Q3 2024 and 71 closed out, a net change of +150 holders.
- The largest Intuitive Surgical buyer in Q3 2024 was Massachusetts Financial Services, an estimated $530M added.
- The largest Intuitive Surgical seller in Q3 2024 was AllianceBernstein, an estimated $1.12B sold.
Based on aggregated 13F filings for Q3 2024.