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Masimo
MASI

Overview Fund Activity

468 hedge funds and large institutions have $12.5B invested in Masimo in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 146 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+15
Holders Change %
+3.31%
% of All Funds
8.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
54
Increased
146
Reduced
174
Closed
35
Calls
$65.9M
Puts
$15.6M
Net Calls
+$50.3M
Net Calls Change
-$20.8M

Top Buyers

1
DCP
D1 Capital Partners
New York
$148M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$166M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$98.6M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$40M
5
MC
Martin Currie
United Kingdom
$168M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
Neuberger Berman Group
Neuberger Berman Group
New York
$142M
3
EAM
Eagle Asset Management
Florida
$64.1M
4
CS
Credit Suisse
Switzerland
$212M
5
Citigroup
Citigroup
New York
$79.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
351
Alexandria Capital
Virginia
$271K – – –
BCV
352
Banque Cantonale Vaudoise
Switzerland
$270K -$351K -1,300 -57%
HIA
353
Harbor Investment Advisory
Maryland
$269K – – –
SWM
354
Spire Wealth Management
Virginia
$269K +$38.3K +142 +17%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$264K -$64.2K -237 -20%
ASN
356
Advisory Services Network
Georgia
$255K +$23K +85 +10%
HSA
357
HBK Sorce Advisory
Pennsylvania
$253K +$271 +1 +0.1%
VPIM
358
Vanguard Personalized Indexing Management
California
$247K +$247K +911 New
AC
359
Allstate Corporation
Illinois
$243K – – –
LS
360
Livforsakringsbolaget Skandia
Sweden
$243K – – –
CAS
361
Cascadia Advisory Services
Oregon
$242K +$17.6K +65 +8%
SWM
362
SeaCrest Wealth Management
New York
$241K – – –
MWM
363
Meridian Wealth Management
Kentucky
$240K – – –
MAM
364
Martingale Asset Management
Massachusetts
$240K +$240K +882 New
WWM
365
Windsor Wealth Management
Indiana
$238K +$238K +880 New
YIA
366
YHB Investment Advisors
Connecticut
$234K – – –
OIA
367
OneDigital Investment Advisors
Kansas
$234K +$7.03K +26 +3%
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$231K – – –
BC
369
Bridgefront Capital
Texas
$231K +$231K +855 New
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$226K -$78K -287 -26%
NA
371
Navellier & Associates
Nevada
$226K – – –
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$224K -$33.9K -125 -13%
ACM
373
Azimuth Capital Management
Michigan
$217K +$217K +800 New
6M
374
6 Meridian
Kansas
$216K +$216K +799 New
TNAM
375
Terra Nova Asset Management
New York
$212K +$212K +782 New
13 14
15
16 17