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Masimo
MASI

Overview Fund Activity

476 hedge funds and large institutions have $10.3B invested in Masimo in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 61 closing their positions.

Holders
476
Holders Change
-11
Holders Change %
-2.26%
% of All Funds
8.38%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
54
Increased
186
Reduced
164
Closed
61
Calls
$44.9M
Puts
$26.1M
Net Calls
+$18.7M
Net Calls Change
-$312K

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$132M
2
CS
2
Credit Suisse
Switzerland
$213M
3
OCBV
3
Ownership Capital B.V.
Netherlands
$434M
4
CIP
4
Champlain Investment Partners
Vermont
$223M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$182M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$554M
2
Victory Capital Management
2
Victory Capital Management
Texas
$50.4M
3
BlackRock
3
BlackRock
New York
$1.87B
4
PAM
4
Panagora Asset Management
Massachusetts
$497K
5
Ameriprise
5
Ameriprise
Minnesota
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
426
American International Group
New York
$21.3K 92,632 +667 +0.7%
SPIA
427
Steward Partners Investment Advisory
New York
$21.1K 92 -64 -41%
DSC
428
Duncker Streett & Co
Missouri
$17K 75 – –
JWM
429
Janiczek Wealth Management
Colorado
$15K 64 -21 -25%
AWA
430
Arkadios Wealth Advisors
Georgia
$15K 68 – –
HWMA
431
Heritage Wealth Management (Arizona)
Arizona
$14K 60 +60 New
CAGAS
432
Capital Advisory Group Advisory Services
Minnesota
$13K 58 -34 -37%
TWA
433
TCI Wealth Advisors
Arizona
$13K 57 +25 +78%
RFA
434
Reilly Financial Advisors
California
$13K 58 +50 +625%
EP
435
Eudaimonia Partners
Tennessee
$13K 57 +57 New
AF
436
Allworth Financial
California
$11K 50 -50 -50%
LWA
437
Lowe Wealth Advisors
Maryland
$11K 50 -25 -33%
TFA
438
Toth Financial Advisory
Virginia
$11K 50 – –
SIS
439
Sound Income Strategies
Florida
$10.1K 44 +42 +2,100%
HWM
440
Holloway Wealth Management
Florida
– – – –
MWP
441
Meridian Wealth Partners
Pennsylvania
$10K 40 +40 New
VFA
442
Valeo Financial Advisors
Indiana
$9K 38 -20 -34%
SL
443
Savior LLC
Massachusetts
$7K 29 – –
HI
444
Human Investing
Oregon
$7K 29 +29 New
EARNEST Partners
445
EARNEST Partners
Georgia
$6K 27 – –
APWM
446
Atlas Private Wealth Management
New York
$6K 25 – –
JWA
447
JFS Wealth Advisors
Pennsylvania
$6K 24 +24 New
DWP
448
Destiny Wealth Partners
Florida
$5K 21 – –
HPC
449
HM Payson & Co
Maine
$5K 21 – –
BWA
450
BDO Wealth Advisors
Florida
$5K 23 – –
16 17
18
19 20