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Intuitive Surgical
ISRG

Overview Fund Activity

1,537 hedge funds and large institutions have $86B invested in Intuitive Surgical in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 641 increasing their positions, 510 reducing their positions, and 113 closing their positions.

Holders
1,537
Holders Change
-7
Holders Change %
-0.45%
% of All Funds
24.51%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
121
Increased
641
Reduced
510
Closed
113
Calls
$758M
Puts
$886M
Net Calls
-$129M
Net Calls Change
-$197M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$720M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$261M
3
Coatue Management
3
Coatue Management
New York
$230M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$187M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$179M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.88B
2
SGA
2
Sustainable Growth Advisers
Connecticut
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.05B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$243M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
76
Alphinity Investment Management
Australia
$175M 598,703 -54,398 -8%
MIM
77
Meridiem Investment Management
United Kingdom
$175M 597,056 +19,393 +3%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$170M 580,916 -52,264 -8%
Principal Financial Group
79
Principal Financial Group
Iowa
$167M 571,484 -5,388 -0.9%
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$164M 560,210 +72,863 +15%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$163M 556,547 -21,672 -4%
National Pension Service
82
National Pension Service
South Korea
$159M 545,626 +11,378 +2%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$157M 536,368 +69,861 +15%
LIP
84
Liontrust Investment Partners
United Kingdom
$156M 533,993 -35,070 -6%
Dimensional Fund Advisors
85
Dimensional Fund Advisors
Texas
$151M 515,472 -12,964 -2%
SEI Investments
86
SEI Investments
Pennsylvania
$150M 514,504 -131,879 -20%
BA
87
Bridgewater Associates
Connecticut
$148M 506,124 +95,974 +23%
HL
88
Harding Loevner
New Jersey
$148M 505,138 -69,575 -12%
O
89
OrbiMed
New York
$146M 499,000 -121,500 -20%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$146M 498,494 -530 -0.1%
RG
91
Rathbones Group
United Kingdom
$141M 483,732 +226,846 +88%
Royal London Asset Management
92
Royal London Asset Management
United Kingdom
$141M 482,171 +11,177 +2%
Victory Capital Management
93
Victory Capital Management
Texas
$138M 472,488 +78,266 +20%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$137M 469,036 -49,265 -10%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$136M 464,860 +33,841 +8%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$130M 444,090 -35,125 -7%
GGHC
97
Gilder Gagnon Howe & Co
New York
$128M 439,210 -2,360 -0.5%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$121M 413,283 -5,615 -1%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$120M 412,060 +12,100 +3%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$120M 410,994 -46,141 -10%
2 3
4
5 6