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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 %
A
51
AustralianSuper
Australia
$280M 281,830 -18,699 -6%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$262M 263,701 -967 -0.4%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$262M 263,143 -14,240 -5%
UBS Group
54
UBS Group
Switzerland
$259M 260,866 +18,434 +8%
HL
55
Harding Loevner
New Jersey
$241M 242,780 -9,033 -4%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$231M 232,396 +23,669 +11%
VAM
57
Vontobel Asset Management
New York
$227M 219,128 -27,297 -11%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$225M 226,148 +1,575 +0.7%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$224M 224,934 +28,392 +14%
LIP
60
Liontrust Investment Partners
United Kingdom
$223M 223,900 +223,900 New
Korea Investment Corp
61
Korea Investment Corp
South Korea
$210M 211,105 -58,393 -22%
Prudential Financial
62
Prudential Financial
New Jersey
$205M 199,963 +79,996 +67%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$205M 206,346 -5,725 -3%
Ameriprise
64
Ameriprise
Minnesota
$205M 206,286 -63,917 -24%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$205M 205,730 -8,972 -4%
Deutsche Bank
66
Deutsche Bank
Germany
$204M 204,962 -22,096 -10%
BG
67
Bellevue Group
Switzerland
$202M 203,595 +1,500 +0.7%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$202M 203,575 +90,698 +80%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$197M 198,292 -2,219 -1%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$196M 196,643 +19,700 +11%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$194M 195,381 +7,688 +4%
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$191M 192,513 +15,670 +9%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$190M 190,748 -3,453 -2%
Citigroup
74
Citigroup
New York
$186M 187,418 -45,398 -19%
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$184M 184,850 -2,442 -1%
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