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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 %
CAW
376
Cornerstone Advisors (Washington)
Washington
$10K +$2.36K +13 +31%
GEA
377
Glen Eagle Advisors
New Jersey
$7.79K +$7.79K +44 New
PA
378
Parallel Advisors
California
$7K -$3.74K -23 -35%
WCG
379
Weaver Consulting Group
California
$7K – – –
TCOV
380
Trust Company of Vermont
Vermont
$7K – – –
DWM
381
Darwin Wealth Management
Florida
$7K +$7K +42 New
CFGS
382
Concourse Financial Group Securities
Alabama
$6K +$2.74K +16 +84%
VWM
383
Venturi Wealth Management
Texas
$6K +$6K +35 New
SL
384
Savior LLC
Massachusetts
$5K – – –
RIA
385
RPG Investment Advisory
California
$4K – – –
TWA
386
TCI Wealth Advisors
Arizona
$4K +$1.17K +7 +41%
ABC
387
Associated Banc-Corp
Wisconsin
$4K +$4K +20 New
SPIA
388
Steward Partners Investment Advisory
New York
$3K – – –
BFC
389
Bedel Financial Consulting
Indiana
$3K – – –
AII
390
AGF Investments Inc
Ontario, Canada
$3K +$3K +15 New
ATC
391
Adirondack Trust Company
New York
$2K – – –
BCA
392
Berman Capital Advisors
Georgia
$2K – – –
WAP
393
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +11 New
GWS
394
Glassman Wealth Services
Virginia
$1K -$500 -4 -33%
GRP
395
Global Retirement Partners
California
$1K – – –
RFA
396
Reilly Financial Advisors
California
$1K – – –
EI
397
Ellevest Inc
New York
$1K +$1K +5 New
TFS
398
TrustCore Financial Services
Tennessee
$1K +$1K +6 New
Marshall Wace
399
Marshall Wace
United Kingdom
– -$11.3M -71,470 Closed
VCM
400
Voleon Capital Management
California
– -$5.69M -36,000 Closed
14 15
16
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