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Masimo
MASI

Overview Fund Activity

353 hedge funds and large institutions have $4.17B invested in Masimo in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 79 increasing their positions, 157 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-59
Holders Change %
-14.32%
% of All Funds
5.63%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
59
Increased
79
Reduced
157
Closed
117
Calls
$208M
Puts
$58M
Net Calls
+$150M
Net Calls Change
+$125M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$133M
2
EC
2
Eminence Capital
New York
$90.9M
3
JSP
3
Jackson Square Partners
California
$75.6M
4
SHCM
4
Sachem Head Capital Management
New York
$55.6M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$187M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$460M
2
Fundsmith LLP
2
Fundsmith LLP
United Kingdom
$0
3
BlackRock
3
BlackRock
New York
$475M
4
GCM
4
Geneva Capital Management
Wisconsin
$0
5
Norges Bank
5
Norges Bank
Norway
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
276
VitalStone Financial
Texas
$52K – – –
BFEC
277
Benjamin F. Edwards & Company
Missouri
$44K – – –
HWA
278
HHM Wealth Advisors
Tennessee
$43.8K – – –
SOW
279
State of Wyoming
Wyoming
$42.5K +$13.6K +155 +47%
IUHSA
280
Itau Unibanco Holding S.A.
Brazil
$38.3K -$263 -3 -0.7%
S
281
SignatureFD
Georgia
$37.2K -$47.3K -540 -56%
NS
282
NBC Securities
Alabama
$34K +$34K +395 New
KI
283
Kapitalo Investimentos
Brazil
$33.8K +$33.8K +385 New
DFA
284
DHJJ Financial Advisors
Illinois
$31.6K +$31.6K +360 New
Skandinaviska Enskilda Banken (SEB)
285
Skandinaviska Enskilda Banken (SEB)
Sweden
$31K -$761K -8,710 -96%
PA
286
Parallel Advisors
California
$26.3K -$1.84K -21 -7%
TCPG
287
Trivant Custom Portfolio Group
California
$26.3K – – –
LC
288
Lindbrook Capital
California
$24.8K +$6.93K +79 +39%
SSG
289
Summit Securities Group
New York
$24K +$24K +274 New
PWMG
290
Provence Wealth Management Group
California
$22.1K +$22.1K +252 New
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$21K -$4.91K -56 -19%
Nisa Investment Advisors
292
Nisa Investment Advisors
Missouri
$21K +$438 +5 +2%
AF
293
Allworth Financial
California
$19.7K +$5.35K +61 +37%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$17.5K -$3.51K -40 -17%
HI
295
Harbour Investments
Wisconsin
$17.4K +$1.32K +15 +8%
National Bank of Canada
296
National Bank of Canada
Quebec, Canada
$13.9K -$1.4K -16 -9%
SWM
297
Spire Wealth Management
Virginia
$13.8K -$14.9K -170 -52%
BAMF
298
BI Asset Management Fondsmaeglerselskab
Denmark
$10K – – –
LFA
299
LGT Financial Advisors
Texas
$10K +$10K +114 New
Nomura Asset Management
300
Nomura Asset Management
Japan
$9.65K -$992K -11,310 -99%
10 11
12
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