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Intuitive Surgical
ISRG

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in Intuitive Surgical in 2024 Q3 according to their latest regulatory filings, with 221 funds opening new positions, 756 increasing their positions, 641 reducing their positions, and 70 closing their positions.

Holders
1,932
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.95%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1%
New
221
Increased
756
Reduced
641
Closed
70
Calls
$1.29B
Puts
$1.47B
Net Calls
-$172M
Net Calls Change
-$245M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$559M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.91B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.39B
4
GQG Partners
4
GQG Partners
Florida
$395M
5
WSFS
5
Wilmington Savings Fund Society
Delaware
$273M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$2.15B
3
Millennium Management
3
Millennium Management
New York
$98.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$7.17B
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.49B
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$1.09B 2,228,326 +28,220 +1%
Charles Schwab
27
Charles Schwab
California
$1.09B 2,227,467 +28,703 +1%
American Century Companies
28
American Century Companies
Missouri
$1.01B 2,060,194 -337,999 -14%
ClearBridge Investments
29
ClearBridge Investments
New York
$960M 1,954,396 -26,901 -1%
Ameriprise
30
Ameriprise
Minnesota
$904M 1,839,535 -520,247 -22%
UBS Group
31
UBS Group
Switzerland
$884M 1,799,527 +124,606 +7%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$876M 1,783,323 -49,268 -3%
Brown Advisory
33
Brown Advisory
Maryland
$811M 1,650,882 +432,154 +35%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$736M 1,497,314 +72,997 +5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$713M 1,450,638 +48,658 +3%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$708M 1,441,910 -41,496 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$682M 1,387,413 +135,100 +11%
Barclays
38
Barclays
United Kingdom
$680M 1,384,945 +1,303 +0.1%
Winslow Capital Management
39
Winslow Capital Management
Minnesota
$645M 1,312,785 -356,372 -21%
Deutsche Bank
40
Deutsche Bank
Germany
$594M 1,209,085 +47,201 +4%
WCM Investment Management
41
WCM Investment Management
California
$576M 1,201,311 -23,612 -2%
AIM
42
Alphinity Investment Management
Australia
$572M 1,163,868 -135,803 -10%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$559M 1,137,475 +1,137,475 New
Wells Fargo
44
Wells Fargo
California
$545M 1,109,878 +18,295 +2%
Coatue Management
45
Coatue Management
New York
$538M 1,094,176 +67,122 +7%
Fayez Sarofim & Co
46
Fayez Sarofim & Co
Texas
$532M 1,083,712 +36,279 +3%
Swiss National Bank
47
Swiss National Bank
Switzerland
$517M 1,052,800 +3,400 +0.3%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$514M 1,047,000 -116,521 -10%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$512M 1,042,263 +497,426 +91%
Pictet Asset Management
50
Pictet Asset Management
Switzerland
$495M 1,007,012 -62,054 -6%
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