Vault-13

MASIMO CORP MASI

COM · Common Stock · CUSIP 574795100 · ISIN US5747951003

367 institutional holders +4 vs Q3 2024
51,358,72451.4m shares reported held*
$8.5bnreported value*
45 new 117 added 119 reduced 50 sold out net bought ≈ $158.2m (+957.0k 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 ($13.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $165.36. Options: 9 managers hold calls ($21.3m notional), 8 hold puts ($12.6m).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 420Q4 22: 405Q1 23: 429Q2 23: 417Q3 23: 358Q4 23: 343Q1 24: 341Q2 24: 353Q3 24: 363Q4 24: 367367Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022420
Q4 2022405
Q1 2023429
Q2 2023417
Q3 2023358
Q4 2023343
Q1 2024341
Q2 2024353
Q3 2024363
Q4 2024367

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 23: 198 bought or addedQ1 23: 180 cut or sold outQ2 23: 159 bought or addedQ2 23: 229 cut or sold outQ2 23Q3 23: 139 bought or addedQ3 23: 276 cut or sold outQ4 23: 157 bought or addedQ4 23: 193 cut or sold outQ4 23Q1 24: 140 bought or addedQ1 24: 177 cut or sold outQ2 24: 170 bought or addedQ2 24: 151 cut or sold outQ2 24Q3 24: 169 bought or addedQ3 24: 170 cut or sold outQ4 24: 162 bought or addedQ4 24: 169 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023198180
Q2 2023159229
Q3 2023139276
Q4 2023157193
Q1 2024140177
Q2 2024170151
Q3 2024169170
Q4 2024162169

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ1 24 calls: $31.1mQ1 24 puts: $42.0mQ1 24P/C 1.35Q2 24 calls: $37.3mQ2 24 puts: $39.2mQ2 24P/C 1.05Q3 24 calls: $117.3mQ3 24 puts: $43.0mQ3 24P/C 0.37Q4 24 calls: $21.3mQ4 24 puts: $12.6mQ4 24P/C 0.59
Numbers
QuarterCallsPutsP/C
Q1 2024$31.1m$42.0m1.35
Q2 2024$37.3m$39.2m1.05
Q3 2024$117.3m$43.0m0.37
Q4 2024$21.3m$12.6m0.59

Biggest buyers

FMR LLC Added +1,340,836+1.3m
Capital Research Global Investors Added +1,094,647+1.1m
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Added +943,001+943.0k
ALLIANCEBERNSTEIN L.P. Added +878,587+878.6k
MILLENNIUM MANAGEMENT LLC Added +378,805+378.8k
Corient Private Wealth LP Added +343,797+343.8k
CITADEL ADVISORS LLC Added +251,476+251.5k
Point72 Asset Management, L.P. New +248,499+248.5k
Assenagon Asset Management S.A. Added +194,788+194.8k
Invesco Ltd. Added +192,802+192.8k

Biggest sellers

Ace Management Global Ltd. Reduced -917,810-917.8k
FARALLON CAPITAL MANAGEMENT, L.L.C. Reduced -861,563-861.6k
RTW INVESTMENTS, LP Reduced -779,106-779.1k
WESTFIELD CAPITAL MANAGEMENT CO LP Reduced -625,198-625.2k
Man Group plc Reduced -335,056-335.1k
TWO SIGMA INVESTMENTS, LP Reduced -302,938-302.9k
ING GROEP NV Sold out -240,900-240.9k
NORGES BANK Reduced -221,994-222.0k
TWO SIGMA ADVISERS, LP Reduced -214,100-214.1k
JPMORGAN CHASE & CO Reduced -183,067-183.1k

Biggest calls

Point72 Asset Management, L.P. Reduced $8.3m50.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $5.1m30.8k shares
MILLENNIUM MANAGEMENT LLC Reduced $4.1m25.0k shares
CITADEL ADVISORS LLC Reduced $1.8m11.0k shares
JANE STREET GROUP, LLC Reduced $1.5m9.3k shares
WOLVERINE TRADING, LLC Reduced $236.0k1.4k shares
SIMPLEX TRADING, LLC Reduced $148.0k900 shares
Walleye Capital LLC Reduced $82.7k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $5.2m31.2k shares
CITADEL ADVISORS LLC Reduced $3.0m18.4k shares
PEAK6 LLC First filing $2.1m12.7k shares
SIMPLEX TRADING, LLC Reduced $1.7m10.5k shares
WOLVERINE TRADING, LLC Reduced $370.9k2.2k shares
Walleye Capital LLC New $132.2k800 shares
GROUP ONE TRADING LLC Reduced $16.5k100 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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.03% of their portfolio New York, NY 8,698,2138.7m $1.4bn $1.4bn 0.03% Reduced -124.1k -124,056
2 FMR LLC 0.08% of their portfolio BOSTON, MA 8,097,4548.1m $1.3bn $1.3bn 0.08% Added +1.3m +1,340,836
3 Politan Capital Management LP 50.51% of their portfolio NEW YORK, NY 4,714,7464.7m $779.3m $779.3m 50.51% Unchanged
4 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 4,586,7024.6m $758.2m $758.2m 0.01% Added +66.2k +66,215
5 Capital Research Global Investors 0.08% of their portfolio Los Angeles, CA 2,454,9752.5m $405.8m $405.8m 0.08% Added +1.1m +1,094,647
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio Boston, MA 1,735,1671.7m $286.8m $286.8m 0.09% Added +943.0k +943,001
7 T. Rowe Price Investment Management, Inc. 0.17% of their portfolio BALTIMORE, MD 1,662,3761.7m $274.8m $274.8m 0.17% Added +135.9k +135,888
8 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,463,4661.5m $241.9m $241.9m 0.01% Added +24.7k +24,652
9 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 947,391947.4k $156.6m $156.6m 0.05% Added +878.6k +878,587
10 Holocene Advisors, LP 0.45% of their portfolio New York, NY 835,660835.7k $138.1m $138.1m 0.45% Reduced -39.5k -39,499
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 801,125801.1k $132.5m $132.5m 0.01% Added +8.2k +8,239
12 Liontrust Investment Partners LLP 1.90% of their portfolio LONDON, X0 792,935792.9k $131.1m $131.1m 1.90% Reduced -15.8k -15,758
13 WESTFIELD CAPITAL MANAGEMENT CO LP 0.55% of their portfolio BOSTON, MA 768,858768.9k $127.1m $127.1m 0.55% Reduced -625.2k -625,198
14 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 737,841737.8k $122.0m $122.0m 0.01% Added +985 +985
15 RTW INVESTMENTS, LP 1.71% of their portfolio NEW YORK, NY 683,294683.3k $112.9m $112.9m 1.71% Reduced -779.1k -779,106
16 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 647,720647.7k $107.1m $107.1m 0.03% Added +50.0k +50,022
17 Alyeska Investment Group, L.P. 0.36% of their portfolio CHICAGO, IL 578,635578.6k $95.6m $95.6m 0.36% Reduced -166.5k -166,492
18 SCHRODER INVESTMENT MANAGEMENT GROUP 0.09% of their portfolio London, X0 566,469566.5k $95.5m $95.5m 0.09% Reduced -166.2k -166,152
19 CITADEL ADVISORS LLC 0.07% of their portfolio MIAMI, FL 441,025441.0k $72.9m $72.9m 0.07% Added +251.5k +251,476
20 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 408,058408.1k $67.5m $67.5m 0.06% Added +378.8k +378,805
21 FARALLON CAPITAL MANAGEMENT, L.L.C. 0.35% of their portfolio SAN FRANCISCO, CA 397,000397.0k $65.6m $65.6m 0.35% Reduced -861.6k -861,563
22 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 383,869383.9k $63.5m $63.5m 0.01% Added +82.8k +82,828
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 377,836377.8k $62.5m $62.5m 0.01% Added +7.8k +7,808
24 Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio CHIYODA-KU, TOKYO, M0 373,705373.7k $61.8m $61.8m 0.04% Added +1.5k +1,522
25 Corient Private Wealth LP 0.10% of their portfolio MIAMI, FL 347,683347.7k $57.5m $57.5m 0.10% Added +343.8k +343,797
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 337,221337.2k $55.7m $55.7m 0.01% Reduced -4.7k -4,739
27 BAMCO INC /NY/ 0.13% of their portfolio NEW YORK, NY 307,144307.1k $50.8m $50.8m 0.13% Reduced -40.1k -40,056
28 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 277,960278.0k $45.9m $45.9m 0.01% Added +192.8k +192,802
29 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 250,786250.8k $41.5m $41.5m 0.00% Added +181.1k +181,070
30 Point72 Asset Management, L.P. 0.11% of their portfolio STAMFORD, CT 248,499248.5k $41.1m $41.1m 0.11% New
31 CRAMER ROSENTHAL MCGLYNN LLC 2.08% of their portfolio STAMFORD, CT 222,817222.8k $36.8m $36.8m 2.08% Added +37.8k +37,800
32 Assenagon Asset Management S.A. 0.06% of their portfolio SENNINGERBERG, N4 216,051216.1k $35.7m $35.7m 0.06% Added +194.8k +194,788
33 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 215,946215.9k $35.7m $35.7m 0.01% Added +16.1k +16,085
34 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 203,971204.0k $33.7m $33.7m 0.01% First filing
35 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 202,252202.3k $33.4m $33.4m 0.01% Reduced -129.8k -129,824
36 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 190,246190.2k $31.4m $31.4m 0.01% Added +77.8k +77,775
37 UBS Group AG 0.01% of their portfolio ZURICH, V8 160,028160.0k $26.5m $26.5m 0.01% Added +105.3k +105,346
38 COMERICA BANK 0.09% of their portfolio DALLAS, TX 141,378141.4k $23.4m $23.4m 0.09% Reduced -103.7k -103,703
39 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 138,122138.1k $22.8m $22.8m 0.02% Added +133.8k +133,825
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 128,639128.6k $21.3m $21.3m 0.00% Reduced -183.1k -183,067
41 Gotham Asset Management, LLC 0.20% of their portfolio NEW YORK, NY 127,780127.8k $21.1m $21.1m 0.20% Reduced -25.7k -25,706
42 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 124,373124.4k $20.6m $20.6m 0.02% Reduced -2.6k -2,641
43 Amundi 0.01% of their portfolio Paris, I0 111,481111.5k $18.8m $18.8m 0.01% Added +87.4k +87,446
44 FIL Ltd 0.02% of their portfolio HAMILTON, D0 110,332110.3k $18.2m $18.2m 0.02% Added +4.6k +4,624
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,303107.3k $17.7m $17.7m 0.00% Reduced -10.5k -10,542
46 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 102,660102.7k $17.0m $17.0m 0.01% Added +153 +153
47 BLI - Banque de Luxembourg Investments 0.46% of their portfolio LUXEMBOURG CITY, N4 101,200101.2k $17.1m $17.1m 0.46% First filing
48 Legal & General Group Plc 0.00% of their portfolio London, X0 97,18797.2k $16.1m $16.1m 0.00% Added +3.1k +3,122
49 GREAT LAKES ADVISORS, LLC 0.14% of their portfolio CHICAGO, IL 95,73095.7k $15.8m $15.8m 0.14% New
50 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 91,69191.7k $15.2m $15.2m 0.01% Added +29.6k +29,603
51 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 90,90190.9k $15.0m $15.0m 0.04% Reduced -46.5k -46,492
52 Swiss National Bank 0.01% of their portfolio ZURICH, V8 89,40089.4k $14.8m $14.8m 0.01% Added +1.1k +1,100
53 Catalio Capital Management, LP 3.16% of their portfolio NEW YORK, NY 87,37787.4k $14.4m $14.4m 3.16% First filing
54 Tidal Investments LLC 0.12% of their portfolio Milwaukee, WI 86,73186.7k $14.3m $14.3m 0.12% Added +84.3k +84,342
55 TD Asset Management Inc 0.01% of their portfolio Toronto, A6 84,64084.6k $14.0m $14.0m 0.01% Added +38.3k +38,332
56 GAMCO INVESTORS, INC. ET AL 0.15% of their portfolio GREENWICH, CT 84,50084.5k $14.0m $14.0m 0.15% Unchanged
57 Erste Asset Management GmbH 0.17% of their portfolio VIENNA, C4 82,65282.7k $13.9m $13.9m 0.17% Added +27.7k +27,652
58 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 75,75475.8k $12.5m $12.5m 0.00% Reduced -8.0k -7,973
59 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 70,22970.2k $11.6m $11.6m 0.01% Reduced -3.1k -3,084
60 Man Group plc 0.03% of their portfolio LONDON, X0 64,88964.9k $10.7m $10.7m 0.03% Reduced -335.1k -335,056
61 Point72 (DIFC) Ltd 0.87% of their portfolio DUBAI, C0 58,41758.4k $9.7m $9.7m 0.87% New
62 Walleye Capital LLC 0.09% of their portfolio NEW YORK, NY 54,93854.9k $9.1m $9.1m 0.09% Added +10.1k +10,063
63 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 54,03554.0k $8.9m $8.9m 0.03% Reduced -60.2k -60,225
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 53,21953.2k $8.8m $8.8m 0.00% Added +13.3k +13,262
65 FEDERATED HERMES, INC. 0.02% of their portfolio PITTSBURGH, PA 52,73452.7k $8.7m $8.7m 0.02% Reduced -65.9k -65,881
66 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 51,45751.5k $8.5m $8.5m 0.01% Added +14.9k +14,931
67 Woodline Partners LP 0.06% of their portfolio San Francisco, CA 51,18551.2k $8.5m $8.5m 0.06% Added +41.9k +41,885
68 Corebridge Financial, Inc. 0.05% of their portfolio HOUSTON, TX 50,53650.5k $8.4m $8.4m 0.05% Reduced -1.9k -1,930
69 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 48,76448.8k $8.2m $8.2m 0.01% Added +46.4k +46,370
70 LOGAN CAPITAL MANAGEMENT INC 0.33% of their portfolio Newtown Square, PA 47,78747.8k $7.9m $7.9m 0.33% Reduced -2.6k -2,565
71 Ace Management Global Ltd. 100.00% of their portfolio SAO PAULO, D5 47,69447.7k $7.9m $7.9m 100.00% Reduced -917.8k -917,810
72 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 47,32847.3k $7.8m $7.8m 0.01% Added +42.0k +41,952
73 Montanaro Asset Management Ltd 1.59% of their portfolio LONDON, X0 46,50046.5k $7.7m $7.7m 1.59% Reduced -9.2k -9,200
74 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 45,24845.2k $7.5m $7.5m 0.02% Reduced -200 -200
75 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 42,86142.9k $7.1m $7.1m 0.01% Reduced -40 -40
76 NS Partners Ltd 0.29% of their portfolio LONDON, X0 42,64942.6k $7.0m $7.0m 0.29% Reduced -388 -388
77 PICTON MAHONEY ASSET MANAGEMENT 0.27% of their portfolio Toronto, A6 42,61042.6k $7.0m $7.0m 0.27% Added +28.2k +28,153
78 LMR Partners LLP 0.12% of their portfolio LONDON, X0 42,44842.4k $7.0m $7.0m 0.12% New
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 42,38342.4k $7.0m $7.0m 0.01% Reduced -229 -229
80 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 39,88939.9k $6.6m $6.6m 0.02% Reduced -302.9k -302,938
81 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 37,56037.6k $6.2m $6.2m 0.01% Unchanged
82 Onex Canada Asset Management Inc. 0.73% of their portfolio TORONTO, A6 37,06137.1k $6.1m $6.1m 0.73% Added +22.6k +22,636
83 Atika Capital Management LLC 0.79% of their portfolio NEW YORK, NY 36,80036.8k $6.1m $6.1m 0.79% New
84 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 34,19834.2k $5.7m $5.7m 0.01% Added +26.9k +26,914
85 NORGES BANK 0.00% of their portfolio OSLO, Q8 33,39433.4k $5.5m $5.5m 0.00% Reduced -222.0k -221,994
86 GABELLI FUNDS LLC 0.04% of their portfolio Rye, NY 33,00033.0k $5.5m $5.5m 0.04% Unchanged
87 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.04% of their portfolio Stamford, CT 31,37531.4k $5.2m $5.2m 0.04% New
88 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,10731.1k $5.1m $5.1m 0.00% Added +4.6k +4,579
89 South Dakota Investment Council 0.10% of their portfolio SIOUX FALLS, SD 30,61130.6k $5.1m $5.1m 0.10% Unchanged
90 Birchview Capital, LP 2.06% of their portfolio BURLINGTON, VT 30,56030.6k $5.1m $5.1m 2.06% Unchanged
91 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 30,48730.5k $5.0m $5.0m 0.01% Added +5.8k +5,807
92 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 30,37130.4k $5.0m $5.0m 0.00% Added +16.9k +16,886
93 ZACKS INVESTMENT MANAGEMENT 0.04% of their portfolio Chicago, IL 27,22927.2k $4.5m $4.5m 0.04% Added +671 +671
94 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 26,60126.6k $4.4m $4.4m 0.01% Reduced -1.5k -1,481
95 Sterling Capital Management LLC 0.06% of their portfolio CHARLOTTE, NC 26,22126.2k $4.3m $4.3m 0.06% Reduced -14.7k -14,718
96 MetLife Investment Management, LLC 0.02% of their portfolio Whippany, NJ 26,02626.0k $4.3m $4.3m 0.02% Added +2.2k +2,214
97 Westmount Partners, LLC 1.31% of their portfolio LOS ANGELES, CA 25,99126.0k $4.3m $4.3m 1.31% Unchanged
98 INTECH INVESTMENT MANAGEMENT LLC 0.04% of their portfolio WEST PALM BEACH, FL 25,62225.6k $4.2m $4.2m 0.04% Added +16.2k +16,178
99 ExodusPoint Capital Management, LP 0.04% of their portfolio NEW YORK, NY 25,42625.4k $4.2m $4.2m 0.04% New
100 Cinctive Capital Management LP 0.22% of their portfolio New York, NY 25,17625.2k $4.2m $4.2m 0.22% New