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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 %
WOC
301
West Oak Capital
California
$9K – – –
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$8.86K -$21.1K -241 -70%
CSPIA
303
Cary Street Partners Investment Advisory
Virginia
$8.77K – – –
CFFP
304
Center for Financial Planning
Michigan
$8.77K – – –
CTC
305
Central Trust Company
Missouri
$6.93K +$6.93K +79 New
SPIA
306
Steward Partners Investment Advisory
New York
$5.26K +$438 +5 +9%
C
307
Covestor
United Kingdom
$5K -$96 -1 -2%
ST
308
Smithfield Trust
Pennsylvania
$5K – – –
HFS
309
Hantz Financial Services
Michigan
$5K – – –
NA
310
NewEdge Advisors
Louisiana
$4.88K -$1.13K -13 -19%
SS
311
Sunbelt Securities
Texas
$4.74K -$1.49K -17 -24%
GI
312
Gradient Investments
Minnesota
$4.38K – – –
CTA
313
Colonial Trust Advisors
South Carolina
$4.38K – – –
IRC
314
Investors Research Corp
Georgia
$4.38K – – –
GWSG
315
GPS Wealth Strategies Group
Colorado
$4.38K – – –
GWSA
316
Global Wealth Strategies & Associates
Colorado
$4.38K – – –
FHA
317
First Horizon Advisors
Tennessee
$4.3K +$3.6K +41 +513%
CYG
318
Clean Yield Group
Vermont
$4.01K – – –
EWA
319
EverSource Wealth Advisors
Alabama
$2.72K +$2.46K +28 +933%
EARNEST Partners
320
EARNEST Partners
Georgia
$2.37K – – –
VWM
321
Valley Wealth Managers
New Jersey
$2.28K – – –
HL
322
HeadInvest LLC
Maine
$2.19K +$2.19K +25 New
RDIA
323
RE Dickinson Investment Advisors
Iowa
$2K -$909 -10 -31%
HFM
324
Harvest Fund Management
China
$2K – – –
PFBT
325
Parkside Financial Bank & Trust
Missouri
$1.93K -$175 -2 -8%
11 12
13
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