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Intuitive Surgical
ISRG

Overview Fund Activity

1,364 hedge funds and large institutions have $98.6B invested in Intuitive Surgical in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 554 increasing their positions, 442 reducing their positions, and 63 closing their positions.

Holders
1,364
Holders Change
+52
Holders Change %
+3.96%
% of All Funds
23.96%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.74%
New
131
Increased
554
Reduced
442
Closed
63
Calls
$2.23B
Puts
$2.68B
Net Calls
-$450M
Net Calls Change
-$285M

Top Buyers

1
Edgewood Management
1
Edgewood Management
Connecticut
$2.83B
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$360M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$223M
4
UBS AM
4
UBS AM
Illinois
$714M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$160M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.25B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$134M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$8.59B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$51.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$79.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$791M 795,601 +19,348 +2%
UBS AM
27
UBS AM
Illinois
$714M 718,666 +192,823 +37%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$595M 598,132 -34,177 -5%
Charles Schwab
29
Charles Schwab
California
$568M 571,809 +13,989 +3%
CS
30
Credit Suisse
Switzerland
$482M 485,070 +4,710 +1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$465M 468,095 -11,900 -2%
SGA
32
Sustainable Growth Advisers
Connecticut
$448M 451,022 +17,083 +4%
EVM
33
Eaton Vance Management
Massachusetts
$436M 439,537 +35,932 +9%
PPA
34
Parametric Portfolio Associates
Washington
$427M 429,641 +14,994 +4%
Principal Financial Group
35
Principal Financial Group
Iowa
$421M 423,516 -2,041 -0.5%
Wells Fargo
36
Wells Fargo
California
$420M 422,716 -20,250 -5%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$396M 398,753 +7,545 +2%
PAMS
38
Pictet Asset Management (Switzerland)
Switzerland
$360M 362,533 +362,533 New
Goldman Sachs
39
Goldman Sachs
New York
$357M 359,385 -3,092 -0.9%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$345M 346,632 +5,626 +2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$334M 335,487 -21,278 -6%
ClearBridge Investments
42
ClearBridge Investments
New York
$333M 334,488 -6,801 -2%
Macquarie Group
43
Macquarie Group
Australia
$329M 330,601 -22,314 -6%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$308M 309,603 +99,600 +47%
Fayez Sarofim & Co
45
Fayez Sarofim & Co
Texas
$306M 307,481 +14,242 +5%
DDC
46
DF Dent & Co
Maryland
$299M 300,969 -22,195 -7%
Barclays
47
Barclays
United Kingdom
$292M 294,060 +98,974 +51%
Lazard Asset Management
48
Lazard Asset Management
New York
$284M 285,953 +6,589 +2%
FAM
49
Fred Alger Management
New York
$282M 283,251 -142,702 -34%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$281M 300,817 -6,806 -2%
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