MASI icon

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 %
BCA
451
Berman Capital Advisors
Georgia
$5K 26 +4 +18%
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$5K 21 +21 New
BFC
453
Bedel Financial Consulting
Indiana
$4K 19 -2 -10%
IA
454
IFP Advisors
Florida
$4K 17 – –
RIM
455
Ranger Investment Management
Texas
$4K 19 +9 +90%
EW
456
Evoke Wealth
California
$4K 16 +16 New
PWMG
457
Prestige Wealth Management Group
New Jersey
$3K 12 -2 -14%
FCA
458
FinTrust Capital Advisors
South Carolina
$3K 13 – –
CA
459
Clearstead Advisors
Ohio
$3K 15 – –
ATC
460
Adirondack Trust Company
New York
$3K 12 – –
GRP
461
Global Retirement Partners
California
$3K 11 +5 +83%
HWM
462
HighMark Wealth Management
Minnesota
$2K 8 -4 -33%
RIA
463
RPG Investment Advisory
California
$2K 8 -2 -20%
GWS
464
Glassman Wealth Services
Virginia
$2K 8 – –
WCM
465
Wealthcare Capital Management
Virginia
$2K 7 +7 New
VCM
466
Versant Capital Management
Arizona
$1K 5 – –
FHC
467
First Horizon Corporation
Tennessee
$1K 8 – –
ZB
468
Zions Bancorporation
Utah
$1K 6 – –
LIM
469
Longfellow Investment Management
Massachusetts
$1K 2 – –
EFSCE
470
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 3 +3 New
MIM
471
Macroview Investment Management
Maryland
$1K 3 +3 New
CI
472
CX Institutional
Indiana
$1K 4 +4 New
SFO
473
Standard Family Office
South Dakota
$1K 6 +6 New
Nisa Investment Advisors
474
Nisa Investment Advisors
Missouri
$900 3,917 – –
ED
475
Exane Derivatives
France
$459 2 -19 -90%
17 18
19
20 21