A mixed institutional cluster in ISRG for Q3 2026 shows 4 buyers accumulating $273.4M (led by Assenagon Asset Management adding $235.9M) while 3 sellers reduced by $164.3M (led by Congress Asset Management and Davenport & Co near-exiting). The net directional signal is mixed, with large active managers on both sides, suggesting disagreement on Intuitive Surgical's near-term outlook despite strong long-term positioning in robotic surgery.
Executive Summary
A mixed institutional cluster in ISRG for Q3 2026 shows 4 buyers accumulating $273.4M (led by Assenagon Asset Management adding $235.9M) while 3 sellers reduced by $164.3M (led by Congress Asset Management and Davenport & Co near-exiting). The net directional signal is mixed, with large active managers on both sides, suggesting disagreement on Intuitive Surgical's near-term outlook despite strong long-term positioning in robotic surgery.
Key Facts
- 4 institutional buyers added $273.4M in aggregate, led by Assenagon Asset Management (+$235.9M, +55.8% shares) and Wealth Enhancement Advisory Services (+$23.7M, +49.0%)
- 3 institutional sellers reduced by $164.3M, with Congress Asset Management near-exiting (-$106.2M, -89.0%) and Davenport & Co near-exiting (-$58.0M, -94.7%)
- Wasatch Advisors initiated a new $10.9M position
- All buyers and sellers are active asset managers — no passive/index fund involvement, strengthening the signal on both sides
- Net aggregate change: +$109.1M (buyers $718.4M vs sellers' prior $181.1M)
Financial Impact
4 active managers accumulated $718.4M in ISRG positions (net +$273.4M), while 3 active managers reduced by $164.3M, for a net institutional inflow of approximately $109.1M in Q3 2026
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ISRG-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Insider Cluster | $450.30 | awaiting T+1 | — | — |
Oct 23, 2026 3d ago | 144 | $451.84 | awaiting T+1 | — | — |
Oct 23, 2026 3d ago | 144 | $451.84 | awaiting T+1 | — | — |
Oct 20, 2026 6d ago | 8-K | $428.12 $443.85 | ▲ +3.67% | ▲ +4.86% | — |
Oct 20, 2026 6d ago | Press Release | $428.12 $443.85 | ▲ +3.67% | ▲ +4.86% | — |
Oct 15, 2026 11d ago | Institutional Cluster | $427.86 $426.70 | ▼ −0.27% | ▲ +0.84% | — |
Oct 7, 2026 19d ago | ANALYST-UPGRADE | $414.52 $415.41 | ▲ +0.21% | ▲ +0.64% | — |
Sep 29, 2026 27d ago | Court Ruling | $406.63 $401.24 | ▼ −1.33% | ▼ −1.50% | — |
Sep 16, 2026 5w ago | Insider Cluster | $382.29 $383.54 | ▲ +0.33% | ▼ −0.81% | — |
Aug 19, 2026 9w ago | Insider Cluster | $374.48 $378.81 | ▲ +1.16% | ▲ +0.75% | — |
US Market Status
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