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Masimo
MASI

Overview Fund Activity

400 hedge funds and large institutions have $8.31B invested in Masimo in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 115 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+18
Holders Change %
+4.71%
% of All Funds
8.84%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.18%
New
62
Increased
115
Reduced
159
Closed
38
Calls
$23.7M
Puts
$12.3M
Net Calls
+$11.4M
Net Calls Change
+$11.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$236M
2
Victory Capital Management
Victory Capital Management
Texas
+$190M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$142M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$57.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$45.1M

Top Sellers

1
Citigroup
Citigroup
New York
-$190M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$111M
3
CIP
Champlain Investment Partners
Vermont
-$51.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$37.9M
5
Prudential Financial
Prudential Financial
New Jersey
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
301
Financial Counselors Inc
Kansas
$276K – – –
CG
302
Caprock Group
Idaho
$274K -$13.3K -75 -5%
RHBC
303
R.H. Bluestein & Co
Michigan
$266K -$88.7K -500 -25%
PAMU
304
Pictet Asset Management (UK)
United Kingdom
$266K +$266K +1,500 New
FRM
305
Fox Run Management
Connecticut
$265K +$265K +1,498 New
CRCM
306
Corbett Road Capital Management
Virginia
$250K -$49K -277 -16%
RSC
307
Red Spruce Capital
Pennsylvania
$250K +$20.2K +114 +9%
CI
308
Cigna Investments
Connecticut
$239K – – –
M&T Bank
309
M&T Bank
New York
$234K +$234K +1,322 New
AssetMark Inc
310
AssetMark Inc
California
$232K +$43.7K +247 +23%
BPM
311
Bowling Portfolio Management
Ohio
$228K -$2.48K -14 -1%
CCM
312
Coldstream Capital Management
Washington
$228K +$228K +1,283 New
FAIM
313
Financial Advocates Investment Management
Washington
$228K +$228K +1,289 New
WT
314
Whittier Trust
California
$227K -$887K -5,000 -80%
VWA
315
V Wealth Advisors
Kansas
$227K -$97.3K -550 -30%
Wolverine Trading
316
Wolverine Trading
Illinois
$225K +$225K +1,253 New
SP
317
Symmetry Partners
Connecticut
$224K – – –
UCFA
318
United Capital Financial Advisors
Texas
$221K +$221K +1,250 New
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$220K +$886 +5 +0.4%
Lazard Asset Management
320
Lazard Asset Management
New York
$214K +$184K +1,040 +615%
SI
321
Stephens Inc
Arkansas
$212K +$212K +1,197 New
SWM
322
SeaCrest Wealth Management
New York
$211K -$14.2K -80 -6%
HSA
323
HBK Sorce Advisory
Pennsylvania
$210K +$210K +1,187 New
ASN
324
Advisory Services Network
Georgia
$208K +$8.18K +46 +4%
AWM
325
AE Wealth Management
Kansas
$208K +$208K +1,173 New
11 12
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