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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.26B 9,319,367 +116,434 +1%
BlackRock
2
BlackRock
New York
$8.87B 8,925,892 +88,010 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$8.59B 8,641,245 -332,801 -4%
State Street
4
State Street
Massachusetts
$4.77B 4,794,339 +49,762 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.37B 4,391,416 +70,460 +2%
Capital World Investors
6
Capital World Investors
California
$3.62B 3,639,579 +16,973 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$3.25B 3,270,499 -640,779 -16%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.06B 3,078,980 -49,116 -2%
Edgewood Management
9
Edgewood Management
Connecticut
$2.83B 8,528,553 +5,687,456 +200%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.06B 2,079,873 +78,129 +4%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.86B 1,874,879 -115,293 -6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$1.85B 1,858,853 -37,623 -2%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$1.5B 1,509,693 -19,773 -1%
Fisher Asset Management
14
Fisher Asset Management
Washington
$1.36B 1,368,041 +46,991 +4%
Northern Trust
15
Northern Trust
Illinois
$1.3B 1,303,119 -5,785 -0.4%
Polen Capital Management
16
Polen Capital Management
Florida
$1.09B 1,098,919 +8,873 +0.8%
Franklin Resources
17
Franklin Resources
California
$1.07B 1,078,824 +118,796 +12%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$1.06B 1,062,649 -6,338 -0.6%
Brown Advisory
19
Brown Advisory
Maryland
$1.05B 1,053,669 -14,041 -1%
American Century Companies
20
American Century Companies
Missouri
$1.04B 1,045,949 +2,797 +0.3%
Norges Bank
21
Norges Bank
Norway
$1B 1,005,941 -26,951 -3%
Bank of America
22
Bank of America
North Carolina
$936M 941,925 +16,417 +2%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$839M 844,315 -2,029 -0.2%
Invesco
24
Invesco
Georgia
$829M 833,891 +58,774 +8%
Jennison Associates
25
Jennison Associates
New York
$811M 816,123 -55,635 -6%
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