Vault-13

MASIMO CORP MASI

COM · Common Stock · CUSIP 574795100 · ISIN US5747951003

429 institutional holders +24 vs Q4 2022
50,914,98150.9m shares reported held*
$9.4bnreported value*
65 new 133 added 143 reduced 37 sold out net bought ≈ $1.2bn (+6.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $184.53. Options: 11 managers hold calls ($31.6m notional), 10 hold puts ($13.2m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 420Q4 22: 405Q1 23: 429429Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022420
Q4 2022405
Q1 2023429

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 154 bought or addedQ4 22: 232 cut or sold outQ4 22Q1 23: 198 bought or addedQ1 23: 180 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022154232
Q1 2023198180

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ3 22 calls: $11.8mQ3 22 puts: $5.0mQ3 22P/C 0.43Q4 22 calls: $17.1mQ4 22 puts: $7.5mQ4 22P/C 0.44Q1 23 calls: $31.6mQ1 23 puts: $13.2mQ1 23P/C 0.42
Numbers
QuarterCallsPutsP/C
Q3 2022$11.8m$5.0m0.43
Q4 2022$17.1m$7.5m0.44
Q1 2023$31.6m$13.2m0.42

Biggest buyers

FMR LLC Added +6,713,568+6.7m
Capital Research Global Investors Added +700,831+700.8k
MILLENNIUM MANAGEMENT LLC Added +204,617+204.6k
CITADEL ADVISORS LLC Added +123,109+123.1k
SCHRODER INVESTMENT MANAGEMENT GROUP Added +121,711+121.7k
Sumitomo Mitsui Trust Group, Inc. Added +108,465+108.5k
PRICE T ROWE ASSOCIATES INC /MD/ Added +91,648+91.6k
NORGES BANK Added +81,131+81.1k
Cinctive Capital Management LP Added +79,940+79.9k
Alyeska Investment Group, L.P. Added +67,595+67.6k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -212,007-212.0k
VANGUARD GROUP INC Reduced -183,150-183.2k
MORGAN STANLEY Reduced -171,995-172.0k
CANADA PENSION PLAN INVESTMENT BOARD Sold out -150,000-150.0k
FARALLON CAPITAL MANAGEMENT, L.L.C. Reduced -126,851-126.9k
BANK OF MONTREAL /CAN/ Reduced -116,853-116.9k
TWO SIGMA ADVISERS, LP Reduced -106,900-106.9k
RENAISSANCE TECHNOLOGIES LLC Reduced -98,400-98.4k
D. E. Shaw & Co., Inc. Reduced -82,684-82.7k
FIRST TRUST ADVISORS LP Reduced -82,061-82.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $7.6m41.1k shares
Balyasny Asset Management L.P. New $7.2m38.8k shares
CITADEL ADVISORS LLC Added $7.0m37.7k shares
PEAK6 Investments LLC Added $2.3m12.4k shares
Twin Tree Management, LP New $2.2m11.7k shares
GROUP ONE TRADING LLC Added $2.1m11.5k shares
SIMPLEX TRADING, LLC Added $1.2m6.7k shares
WOLVERINE TRADING, LLC Reduced $1.1m6.2k shares
JANE STREET GROUP, LLC Added $1.0m5.5k shares
OSAIC HOLDINGS, INC. New $5.4k1 shares

Biggest puts

Twin Tree Management, LP New $6.9m37.5k shares
CITADEL ADVISORS LLC Reduced $2.4m12.8k shares
MILLENNIUM MANAGEMENT LLC New $1.3m7.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.1m5.7k shares
PEAK6 Investments LLC Reduced $535.2k2.9k shares
WOLVERINE TRADING, LLC Reduced $518.0k2.9k shares
JANE STREET GROUP, LLC New $295.3k1.6k shares
SIMPLEX TRADING, LLC Added $184.0k1.0k shares
GROUP ONE TRADING LLC New $18.5k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-02-07 7.9% 4.2m 2025-02-07
KIANI JOE E 13G · exempt (held before listing) -3.8 pts · filed 2026-05-14 6.5% -3.8 pts 3.7m 2026-05-14
BARCLAYS PLC 13G · institution new · filed 2026-05-14 5.5% new 2.9m 2026-05-14

Fell to 5% or below in the last year: Pentwater Capital Management LP (0.0%, 2026-08-14), Politan Capital Management LP (0.0%, 2026-06-11), BlackRock Portfolio Management LLC (0.2%, 2026-04-30; now reported by BlackRock, Inc.), VANGUARD GROUP INC (0.0%, 2026-03-27), FMR LLC (4.5%, 2026-03-06)

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.10% of their portfolio BOSTON, MA 12,169,91212.2m $2.2bn $2.2bn 0.10% Added +6.7m +6,713,568
2 BlackRock Inc. 0.03% of their portfolio New York, NY 5,941,8565.9m $1.1bn $1.1bn 0.03% Reduced -15.1k -15,092
3 Politan Capital Management LP 50.83% of their portfolio NEW YORK, NY 4,739,9634.7m $874.7m $874.7m 50.83% Unchanged
4 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 4,672,3514.7m $862.2m $862.2m 0.02% Reduced -183.2k -183,150
5 STATE STREET CORP 0.02% of their portfolio BOSTON, MA 1,711,5951.7m $315.9m $315.9m 0.02% Added +12.8k +12,836
6 Capital Research Global Investors 0.09% of their portfolio Los Angeles, CA 1,651,5501.7m $304.8m $304.8m 0.09% Added +700.8k +700,831
7 RTW INVESTMENTS, LP 5.77% of their portfolio NEW YORK, NY 1,501,4931.5m $277.1m $277.1m 5.77% Unchanged
8 Liontrust Investment Partners LLP 2.58% of their portfolio LONDON, X0 952,200952.2k $175.7m $175.7m 2.58% Added +1.5k +1,500
9 Fundsmith LLP 0.61% of their portfolio LONDON, X0 764,319764.3k $141.0m $141.0m 0.61% Unchanged
10 GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BOSTON, MA 726,018726.0k $133.8m $133.8m 0.02% Added +22.8k +22,822
11 SCHRODER INVESTMENT MANAGEMENT GROUP 0.19% of their portfolio London, X0 698,988699.0k $129.0m $129.0m 0.19% Added +121.7k +121,711
12 FARALLON CAPITAL MANAGEMENT, L.L.C. 0.71% of their portfolio SAN FRANCISCO, CA 631,649631.6k $116.6m $116.6m 0.71% Reduced -126.9k -126,851
13 T. Rowe Price Investment Management, Inc. 0.07% of their portfolio BALTIMORE, MD 536,155536.2k $98.9m $98.9m 0.07% Reduced -5.6k -5,605
14 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 523,460523.5k $96.6m $96.6m 0.02% Reduced -14.9k -14,892
15 MARTIN CURRIE LTD 3.30% of their portfolio EDINBURGH, X0 500,495500.5k $92.4m $92.4m 3.30% Reduced -44.7k -44,653
16 Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio CHIYODA-KU, TOKYO, M0 492,946492.9k $91.0m $91.0m 0.07% Added +108.5k +108,465
17 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 462,734462.7k $85.4m $85.4m 0.02% Added +1.1k +1,098
18 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.27% of their portfolio Paris, I0 415,484415.5k $76.7m $76.7m 0.27% Reduced -63.8k -63,765
19 MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 395,553395.6k $73.0m $73.0m 0.08% Added +204.6k +204,617
20 NORGES BANK 0.01% of their portfolio OSLO, Q8 371,210371.2k $68.5m $68.5m 0.01% Added +81.1k +81,131
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 357,874357.9k $66.0m $66.0m 0.02% Added +4.2k +4,227
22 Ensemble Capital Management, LLC 6.59% of their portfolio San Francisco, CA 344,918344.9k $63.7m $63.7m 6.59% Added +19.2k +19,165
23 Legal & General Group Plc 0.02% of their portfolio London, X0 328,976329.0k $60.7m $60.7m 0.02% Reduced -1.2k -1,199
24 Alyeska Investment Group, L.P. 0.53% of their portfolio CHICAGO, IL 323,392323.4k $59.7m $59.7m 0.53% Added +67.6k +67,595
25 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 311,260311.3k $57.4m $57.4m 0.01% Reduced -172.0k -171,995
26 GENEVA CAPITAL MANAGEMENT LLC 1.15% of their portfolio MILWAUKEE, WI 307,039307.0k $56.7m $56.7m 1.15% Added +7.2k +7,184
27 RAYMOND JAMES & ASSOCIATES 0.04% of their portfolio ST PETERSBURG, FL 271,400271.4k $50.1m $50.1m 0.04% Added +9.7k +9,655
28 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 264,563264.6k $48.8m $48.8m 0.01% Reduced -3.7k -3,736
29 J.P. Morgan Private Wealth Advisors LLC 0.10% of their portfolio SAN FRANCISCO, CA 262,810262.8k $48.5m $48.5m 0.10% Reduced -141 -141
30 TWO SIGMA ADVISERS, LP 0.12% of their portfolio NEW YORK, NY 252,100252.1k $46.5m $46.5m 0.12% Reduced -106.9k -106,900
31 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 237,875237.9k $43.9m $43.9m 0.01% Added +9.2k +9,213
32 Obermeyer Wealth Partners 3.27% of their portfolio ASPEN, CO 235,250235.2k $43.9m $43.9m 3.27% Reduced -8.3k -8,296
33 D. E. Shaw & Co., Inc. 0.06% of their portfolio New York, NY 199,688199.7k $36.9m $36.9m 0.06% Reduced -82.7k -82,684
34 Swiss National Bank 0.03% of their portfolio ZURICH, V8 197,700197.7k $36.5m $36.5m 0.03% Reduced -5.1k -5,100
35 PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio DES MOINES, IA 195,048195.0k $36.0m $36.0m 0.03% Added +808 +808
36 MIG Capital, LLC 5.98% of their portfolio NEWPORT BEACH, CA 187,535187.5k $34.6m $34.6m 5.98% Added +60.7k +60,656
37 HAWK RIDGE CAPITAL MANAGEMENT LP 1.94% of their portfolio LOS ANGELES, CA 185,221185.2k $34.2m $34.2m 1.94% Reduced -6.9k -6,900
38 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio NEW YORK, NY 173,976174.0k $32.1m $32.1m 0.02% Reduced -1.6k -1,619
39 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 156,321156.3k $28.8m $28.8m 0.03% Added +123.1k +123,109
40 Retirement Systems of Alabama 0.12% of their portfolio MONTGOMERY, AL 152,388152.4k $28.1m $28.1m 0.12% Reduced -551 -551
41 RHUMBLINE ADVISERS 0.03% of their portfolio BOSTON, MA 149,357149.4k $27.6m $27.6m 0.03% Added +2.4k +2,366
42 Montanaro Asset Management Ltd 3.83% of their portfolio LONDON, X0 133,750133.8k $24.7m $24.7m 3.83% Added +15.0k +15,000
43 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 128,823128.8k $23.8m $23.8m 0.01% Added +27.6k +27,616
44 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 125,632125.6k $23.2m $23.2m 0.02% Added +1.7k +1,693
45 Cinctive Capital Management LP 0.84% of their portfolio New York, NY 122,258122.3k $22.6m $22.6m 0.84% Added +79.9k +79,940
46 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 121,137121.1k $22.4m $22.4m 0.03% Added +2.0k +1,986
47 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 116,671116.7k $21.5m $21.5m 0.00% Added +91.6k +91,648
48 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 115,820115.8k $21.4m $21.4m 0.01% Added +14.5k +14,543
49 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio BOSTON, MA 109,311109.3k $20.2m $20.2m 0.03% Added +23.1k +23,082
50 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 105,474105.5k $19.5m $19.5m 0.01% Reduced -64.0k -63,962
51 BAILLIE GIFFORD & CO 0.02% of their portfolio EDINBURGH, X0 96,01296.0k $17.7m $17.7m 0.02% Reduced -123 -123
52 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 95,70795.7k $17.7m $17.7m 0.02% Reduced -14.8k -14,807
53 UBS Group AG 0.01% of their portfolio ZURICH, V8 94,91594.9k $17.5m $17.5m 0.01% Reduced -1.7k -1,740
54 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 90,37690.4k $16.7m $16.7m 0.01% Reduced -116.9k -116,853
55 GAMCO INVESTORS, INC. ET AL 0.17% of their portfolio GREENWICH, CT 85,00085.0k $15.7m $15.7m 0.17% Unchanged
56 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 83,71183.7k $15.4m $15.4m 0.01% Added +13.0k +13,041
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio WEST SACRAMENTO, CA 82,45582.5k $15.2m $15.2m 0.02% Reduced -699 -699
58 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 81,30081.3k $15.0m $15.0m 0.02% Reduced -98.4k -98,400
59 AMERICAN INTERNATIONAL GROUP, INC. 0.09% of their portfolio New York, NY 74,78374.8k $13.8m $13.8m 0.09% Reduced -708 -708
60 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 71,81971.8k $13.3m $13.3m 0.01% Reduced -13.9k -13,881
61 Amundi 0.01% of their portfolio Paris, I0 71,42971.4k $13.1m $13.1m 0.01% Reduced -43.1k -43,079
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 68,51668.5k $12.6m $12.6m 0.00% Added +1.3k +1,283
63 PICTET ASSET MANAGEMENT SA 0.02% of their portfolio GENEVA 73, V8 65,77065.8k $12.1m $12.1m 0.02% Added +48.3k +48,318
64 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% of their portfolio VICTORIA, A1 64,41564.4k $11.9m $11.9m 0.12% Reduced -18.5k -18,500
65 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 63,33363.3k $11.7m $11.7m 0.00% Added +39.9k +39,910
66 DekaBank Deutsche Girozentrale 0.03% of their portfolio FRANKFURT, 2M 63,06063.1k $11.1m $11.1m 0.03% Added +8.0k +7,954
67 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 63,01263.0k $11.6m $11.6m 0.02% Reduced -3.4k -3,422
68 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 62,04962.0k $11.5m $11.5m 0.00% Reduced -212.0k -212,007
69 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio ALBANY, NY 61,65561.7k $11.4m $11.4m 0.03% Reduced -1.8k -1,800
70 Bridgewater Associates, LP 0.07% of their portfolio Westport, CT 61,45061.5k $11.3m $11.3m 0.07% Added +882 +882
71 Harbor Spring Capital, LLC 4.55% of their portfolio NEW YORK, NY 61,23961.2k $11.3m $11.3m 4.55% Unchanged
72 Public Sector Pension Investment Board 0.08% of their portfolio MONTREAL, A8 60,00060.0k $11.1m $11.1m 0.08% Unchanged
73 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 55,91055.9k $10.3m $10.3m 0.01% Reduced -29.8k -29,756
74 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 54,83954.8k $10.1m $10.1m 0.02% Reduced -700 -700
75 Wilmington Savings Fund Society, FSB 0.44% of their portfolio WILMINGTON, DE 54,52654.5k $10.1m $10.1m 0.44% Added +3.8k +3,822
76 FEDERATED HERMES, INC. 0.02% of their portfolio PITTSBURGH, PA 53,52753.5k $9.9m $9.9m 0.02% Added +46.2k +46,186
77 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 52,17552.2k $9.6m $9.6m 0.02% Added +3.0k +3,050
78 LOGAN CAPITAL MANAGEMENT INC 0.46% of their portfolio Newtown Square, PA 51,63951.6k $9.5m $9.5m 0.46% Added +129 +129
79 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 50,00050.0k $9.2m $9.2m 0.02% New
80 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 48,63248.6k $9.0m $9.0m 0.03% Reduced -65.7k -65,704
81 HRT FINANCIAL LP 0.11% of their portfolio NEW YORK, NY 48,28948.3k $8.9m $8.9m 0.11% New
82 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.20% of their portfolio BALA CYNWYD, PA 46,66946.7k $8.6m $8.6m 0.20% Reduced -25.5k -25,491
83 Asset Management One Co., Ltd. 0.04% of their portfolio TOKYO, M0 45,41845.4k $8.3m $8.3m 0.04% Added +1.9k +1,926
84 APG Asset Management N.V. 0.02% of their portfolio Amsterdam, P7 44,66944.7k $7.6m $7.6m 0.02% Reduced -7.3k -7,334
85 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 44,34944.3k $8.2m $8.2m 0.02% Reduced -546 -546
86 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 43,45043.5k $8.0m $8.0m 0.01% Reduced -551 -551
87 TEXAS PERMANENT SCHOOL FUND CORP 0.08% of their portfolio AUSTIN, TX 43,36943.4k $8.0m $8.0m 0.08% Added +10.9k +10,857
88 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 43,26043.3k $8.0m $8.0m 0.01% Reduced -82.1k -82,061
89 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 42,65942.7k $7.9m $7.9m 0.00% Added +3.5k +3,509
90 CANADA LIFE ASSURANCE Co 0.02% of their portfolio WINNIPEG, A2 42,56642.6k $7.9m $7.9m 0.02% Reduced -9.9k -9,923
91 NS Partners Ltd 0.44% of their portfolio LONDON, X0 42,07442.1k $7.8m $7.8m 0.44% Added +75 +75
92 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 42,00542.0k $7.8m $7.8m 0.01% Added +17.4k +17,434
93 TEACHER RETIREMENT SYSTEM OF TEXAS 0.05% of their portfolio AUSTIN, TX 40,90240.9k $7.5m $7.5m 0.05% Added +2.5k +2,487
94 SG Capital Management LLC 2.68% of their portfolio CHICAGO, IL 40,10240.1k $7.4m $7.4m 2.68% New
95 E. Ohman J:or Asset Management AB 0.29% of their portfolio STOCKHOLM, V7 39,61339.6k $7.3m $7.3m 0.29% Unchanged
96 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio New York, NY 38,93938.9k $7.2m $7.2m 0.09% Reduced -815 -815
97 BESSEMER GROUP INC 0.02% of their portfolio WOODBRIDGE, NJ 36,38636.4k $6.7m $6.7m 0.02% Added +5.5k +5,483
98 FORTE CAPITAL LLC /ADV 1.00% of their portfolio ROCHESTER, NY 35,28435.3k $6.5m $6.5m 1.00% Added +536 +536
99 CASTLEARK MANAGEMENT LLC 0.32% of their portfolio CHICAGO, IL 35,24035.2k $6.5m $6.5m 0.32% New
100 CLOVERFIELDS CAPITAL GROUP, LP 1.02% of their portfolio MINNEAPOLIS, MN 35,23135.2k $6.5m $6.5m 1.02% Added +19.2k +19,179