ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,544 hedge funds and large institutions have $101B invested in Intuitive Surgical in 2023 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 548 increasing their positions, 553 reducing their positions, and 56 closing their positions.

Holders
1,544
Holders Change
+143
Holders Change %
+10.21%
% of All Funds
24.36%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.93%
New
209
Increased
548
Reduced
553
Closed
56
Calls
$794M
Puts
$726M
Net Calls
+$68.2M
Net Calls Change
-$189M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$664M
2
Barclays
2
Barclays
United Kingdom
$472M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.74B
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$303M
5
Invesco
5
Invesco
Georgia
$1.2B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.5B
2
Edgewood Management
2
Edgewood Management
Connecticut
$1.67B
3
SGA
3
Sustainable Growth Advisers
Connecticut
$437M
4
AIM
4
Alphinity Investment Management
Australia
$223M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$766M 2,240,978 +22,421 +1%
Goldman Sachs
27
Goldman Sachs
New York
$702M 2,054,302 +14,574 +0.7%
Charles Schwab
28
Charles Schwab
California
$688M 2,012,938 +6,847 +0.3%
Brown Advisory
29
Brown Advisory
Maryland
$687M 2,008,138 -342,496 -15%
ClearBridge Investments
30
ClearBridge Investments
New York
$675M 1,974,478 -110,287 -5%
Citadel Advisors
31
Citadel Advisors
Florida
$664M 1,941,441 +1,443,296 +290%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$654M 1,913,732 -54,031 -3%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$604M 1,765,634 -140,138 -7%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$515M 1,505,544 -245,988 -14%
Macquarie Group
35
Macquarie Group
Australia
$511M 1,493,987 +60,528 +4%
Marshall Wace
36
Marshall Wace
United Kingdom
$484M 1,416,360 +391,922 +38%
UBS Group
37
UBS Group
Switzerland
$472M 1,380,153 +104,252 +8%
Barclays
38
Barclays
United Kingdom
$472M 1,379,246 +892,651 +183%
SGA
39
Sustainable Growth Advisers
Connecticut
$437M 1,276,950 -801,408 -39%
Swiss National Bank
40
Swiss National Bank
Switzerland
$433M 1,265,100 -137,300 -10%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$409M 1,196,674 +155,098 +15%
UBS AM
42
UBS AM
Illinois
$398M 1,559,114 – –
Axa
43
Axa
France
$375M 1,097,553 +65,885 +6%
Deutsche Bank
44
Deutsche Bank
Germany
$356M 1,040,090 +110,917 +12%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$349M 1,019,434 -5,022 -0.5%
PI
46
Putnam Investments
Massachusetts
$338M 987,528 +244,878 +33%
Wells Fargo
47
Wells Fargo
California
$333M 973,590 +33,204 +4%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$326M 952,892 -49,663 -5%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$325M 950,343 -45,881 -5%
Millennium Management
50
Millennium Management
New York
$313M 916,147 +399,654 +77%
1
2
3 4 5