Question 1

Which hedge funds and institutional investors hold ISRG?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for ISRG shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for ISRG whale holdings?

Accepted Answer

Conviction level reflects how significant ISRG is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to ISRG, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for ISRG?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about ISRG?

Accepted Answer

QoQ changes for ISRG show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	15.8M	$7.3B	0.3%	$2896.4B
Capital World	8.0M	$3.7B	0.5%	$732.9B
Invesco	7.5M	$3.4B	0.9%	$370.7B
Fisher Investments	3.9M	$1.8B	0.6%	$294.9B
American Century	2.1M	$972.5M	0.5%	$194.3B
Arrowstreet	2.1M	$970.6M	0.5%	$184.8B
Edgewood	1.6M	$717.3M	4.6%	$15.5B
Two Sigma	1.4M	$647.8M	0.5%	$123.9B
ClearBridge	1.4M	$629.3M	0.5%	$114.9B
Sands Capital	1.3M	$609.1M	2.4%	$25.5B
GMO	1.2M	$567.4M	1.5%	$39.1B
Geode Capital	1.1M	$510.3M	0.0%	$1607.5B
Capital Research	966.6K	$445.6M	0.1%	$644.6B
Millennium	910.3K	$419.6M	0.2%	$240.3B
Winslow Capital	684.8K	$315.7M	1.2%	$25.6B
Point72	635.3K	$292.9M	0.4%	$78.1B
Polen Capital	606.8K	$279.7M	1.9%	$14.5B
Citadel	585.7K	$270.0M	0.0%	$618.5B
GGH	449.6K	$207.2M	2.5%	$8.3B
Adage Capital	379.9K	$175.1M	0.3%	$64.8B
Marshall Wace	320.0K	$147.5M	0.1%	$100.4B
Citadel	297.5K	$137.1M	0.0%	$618.5B
Baillie Gifford	295.5K	$136.2M	0.1%	$97.9B
WorldQuant	239.0K	$110.2M	0.4%	$25.9B
Point72	210.7K	$97.1M	0.1%	$78.1B
Renaissance Tech	139.4K	$64.3M	0.1%	$63.9B
Balyasny	128.7K	$59.3M	0.1%	$77.1B
Millennium	125.3K	$57.8M	0.0%	$240.3B
DE Shaw	103.2K	$47.6M	0.0%	$166.3B
Hudson Bay	100.0K	$46.1M	0.2%	$29.0B
Jennison	91.9K	$42.3M	0.0%	$145.4B
ExodusPoint	89.0K	$41.0M	0.3%	$12.4B
Artisan Partners	80.2K	$37.0M	0.1%	$62.3B
Point72	72.2K	$33.3M	0.0%	$78.1B
DE Shaw	72.2K	$33.3M	0.0%	$166.3B
ARK Invest	69.0K	$31.8M	0.2%	$12.9B
Gabelli	59.4K	$27.4M	0.2%	$14.8B
Wellington	59.0K	$27.2M	0.0%	$535.5B
Millennium	52.9K	$24.4M	0.0%	$240.3B
Tudor	49.6K	$22.9M	0.0%	$53.9B
Tudor	37.8K	$17.4M	0.0%	$53.9B
Man Group	36.2K	$16.7M	0.0%	$55.1B
Bridgewater	17.3K	$8.0M	0.0%	$22.4B
Owl Creek	17.1K	$7.9M	0.6%	$1.4B
Gotham Asset	15.6K	$7.2M	0.0%	$32.7B
William Blair	15.1K	$7.0M	0.0%	$30.3B
DFA	14.3K	$6.6M	0.0%	$481.4B
Schonfeld	14.2K	$6.5M	0.0%	$14.2B
Kayne Anderson	13.7K	$6.3M	0.0%	$34.0B
Balyasny	13.0K	$6.0M	0.0%	$77.1B
Coatue	12.4K	$5.7M	0.0%	$29.1B
Northern Trust	12.0K	$5.5M	0.0%	$756.6B
Suvretta	11.3K	$5.2M	0.1%	$3.9B
Fidelity (FMR)	10.5K	$4.8M	0.0%	$1898.4B
BlackRock	8.9K	$4.1M	0.0%	$5723.5B
Balyasny	8.7K	$4.0M	0.0%	$77.1B
Citadel	8.5K	$3.9M	0.0%	$618.5B
BlackRock	7.4K	$3.4M	0.0%	$5723.5B
Man Group	7.0K	$3.2M	0.0%	$55.1B
Man Group	7.0K	$3.2M	0.0%	$55.1B
Neuberger Berman (Eisman)	6.9K	$3.2M	0.0%	$131.4B
Two Sigma	5.1K	$2.4M	0.0%	$123.9B
Tudor	3.2K	$1.5M	0.0%	$53.9B
Two Sigma	3.1K	$1.4M	0.0%	$123.9B
Brevan Howard	2.6K	$1.2M	0.0%	$11.3B
DE Shaw	1.9K	$876K	0.0%	$166.3B
Caxton	696	$321K	0.0%	$4.4B
Dodge & Cox	500	$230K	0.0%	$182.0B
Acadian	125.2K	$58K	0.1%	$70.5M
Franklin Templeton	54	$25K	—	$408.3B
AQR Capital	40	$18K	—	$218.4B

ISRG

Who Holds ISRG

Changes This Quarter