Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
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HAP Trading’s
Intuitive Surgical
ISRG
Stock Holding History
HAP Trading’s Portfolio
ISRG Stock Details
ISRG Fund Activity
Bought
Maintained
Sold
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-13,600
Closed
-$42K
–
1439
2022
Q4
$42K
Sell
13,600
-5,200
-28%
-$1.27M
﹤0.01%
780
2022
Q3
$269K
Buy
18,800
+11,500
+158%
+$2.47M
0.02%
511
2022
Q2
$285K
Buy
+7,300
New
+$1.71M
0.01%
590
2022
Q1
–
Sell
-15,400
Closed
-$99K
–
2508
2021
Q4
$99K
Sell
15,400
-65,000
-81%
-$22.4M
﹤0.01%
1239
2021
Q3
$187K
Sell
80,400
-8,100
-9%
-$2.72M
0.01%
1065
2021
Q2
$152K
Buy
+88,500
New
+$24.8M
﹤0.01%
1094
2020
Q2
–
Sell
-57,000
Closed
-$541K
–
1804
2020
Q1
$541K
Buy
57,000
+11,700
+26%
+$2.14M
0.04%
331
2019
Q4
$102K
Buy
+45,300
New
+$8.48M
0.01%
550
2018
Q1
–
Sell
-48,900
Closed
-$65K
–
1053
2017
Q4
$65K
Buy
+48,900
New
+$6.12M
﹤0.01%
630
2017
Q1
–
Sell
-60,300
Closed
-$306K
–
1160
2016
Q4
$306K
Buy
+60,300
New
+$4.43M
0.02%
413
2015
Q1
–
Sell
-142,200
Closed
-$153K
–
1078
2014
Q4
$153K
Sell
142,200
-20,700
-13%
-$1.15M
0.01%
587
2014
Q3
$569K
Buy
+162,900
New
+$8.09M
0.02%
440
Other funds holding ISRG
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
State Street
Boston, Massachusetts
$3.38T AUM
44.17%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$999B AUM
46.22%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$2.3T AUM
54.33%
1-Year Est. Return
JP Morgan Chase
New York
$1.81T AUM
41.13%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.88T AUM
44.46%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$846B AUM
46.74%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Bank of New York Mellon
New York
$609B AUM
40.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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