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Masimo
MASI

Overview Fund Activity

471 hedge funds and large institutions have $10.4B invested in Masimo in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 155 increasing their positions, 148 reducing their positions, and 45 closing their positions.

Holders
471
Holders Change
+71
Holders Change %
+17.75%
% of All Funds
9.68%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
121
Increased
155
Reduced
148
Closed
45
Calls
$61.5M
Puts
$41.3M
Net Calls
+$20.2M
Net Calls Change
+$8.77M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.7B
2
State Street
2
State Street
Massachusetts
$377M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$143M
4
Wells Fargo
4
Wells Fargo
California
$82.7M
5
OCBV
5
Ownership Capital B.V.
Netherlands
$242M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.17B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$284M
3
Victory Capital Management
3
Victory Capital Management
Texas
$171M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$103M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
$25K 110 +110 New
FC
427
FORA Capital
Florida
$23K 100 -3,039 -97%
ST
428
Smithfield Trust
Pennsylvania
$23K 98 – –
CCM
429
Covington Capital Management
California
$23K 100 – –
AF
430
Allworth Financial
California
$23K 100 +100 New
CAW
431
Cornerstone Advisors (Washington)
Washington
$22K 98 +43 +78%
HGWM
432
Harvest Group Wealth Management
Massachusetts
$22K 100 +100 New
CAGAS
433
Capital Advisory Group Advisory Services
Minnesota
$21K 92 – –
FCA
434
FinTrust Capital Advisors
South Carolina
$18K 79 -205 -72%
GWM
435
Geneos Wealth Management
Colorado
$18K 85 -85 -50%
Fuller & Thaler Asset Management
436
Fuller & Thaler Asset Management
California
$18K 80 – –
Credit Agricole
437
Credit Agricole
France
$17K 75 -90 -55%
DSC
438
Duncker Streett & Co
Missouri
$17K 75 – –
LWA
439
Lowe Wealth Advisors
Maryland
$17K 75 – –
VAIA
440
Virtus Alternative Investment Advisers
Connecticut
$14K 63 -60 -49%
HIM
441
Hillsdale Investment Management
Ontario, Canada
$13K 55 – –
TFA
442
Toth Financial Advisory
Virginia
$11K 50 +50 New
WCG
443
Weaver Consulting Group
California
$9K 40 – –
CFG
444
Citizens Financial Group
Rhode Island
$9K 40 +40 New
SPIA
445
Steward Partners Investment Advisory
New York
$8K 36 +16 +80%
CB
446
Community Bank
New York
$8K 35 +35 New
CFGS
447
Concourse Financial Group Securities
Alabama
$7K 32 -3 -9%
SL
448
Savior LLC
Massachusetts
$7K 29 – –
TWA
449
TCI Wealth Advisors
Arizona
$7K 32 +8 +33%
APWM
450
Atlas Private Wealth Management
New York
$7K 29 +29 New
16 17
18
19 20