Vault-13

MASIMO CORP MASI

COM · Common Stock · CUSIP 574795100 · ISIN US5747951003

394 institutional holders +27 vs Q4 2024
54,114,96654.1m shares reported held*
$9.0bnreported value*
69 new 137 added 116 reduced 45 sold out net bought ≈ $497.9m (+3.0m 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 ($12.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $166.56. Options: 6 managers hold calls ($7.3m notional), 6 hold puts ($5.7m).

Trends to Q1 2025

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: 367Q1 25: 394394Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022420
Q4 2022405
Q1 2023429
Q2 2023417
Q3 2023358
Q4 2023343
Q1 2024341
Q2 2024353
Q3 2024363
Q4 2024367
Q1 2025394

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 159 bought or addedQ2 23: 229 cut or sold outQ3 23: 139 bought or addedQ3 23: 276 cut or sold outQ3 23Q4 23: 157 bought or addedQ4 23: 193 cut or sold outQ1 24: 140 bought or addedQ1 24: 177 cut or sold outQ1 24Q2 24: 170 bought or addedQ2 24: 151 cut or sold outQ3 24: 169 bought or addedQ3 24: 170 cut or sold outQ3 24Q4 24: 162 bought or addedQ4 24: 169 cut or sold outQ1 25: 206 bought or addedQ1 25: 161 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023159229
Q3 2023139276
Q4 2023157193
Q1 2024140177
Q2 2024170151
Q3 2024169170
Q4 2024162169
Q1 2025206161

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ2 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 0.59Q1 25 calls: $7.3mQ1 25 puts: $5.7mQ1 25P/C 0.78
Numbers
QuarterCallsPutsP/C
Q2 2024$37.3m$39.2m1.05
Q3 2024$117.3m$43.0m0.37
Q4 2024$21.3m$12.6m0.59
Q1 2025$7.3m$5.7m0.78

Biggest buyers

BlackRock, Inc. Added +1,173,215+1.2m
Durable Capital Partners LP New +1,125,619+1.1m
Holocene Advisors, LP Added +497,636+497.6k
Artisan Partners Limited Partnership New +299,023+299.0k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Added +232,671+232.7k
BANK OF AMERICA CORP /DE/ Added +209,340+209.3k
Alyeska Investment Group, L.P. Added +143,899+143.9k
Verition Fund Management LLC Added +136,278+136.3k
JPMORGAN CHASE & CO Added +117,850+117.8k
FIRST TRUST ADVISORS LP Added +97,836+97.8k

Biggest sellers

Capital Research Global Investors Reduced -398,880-398.9k
CITADEL ADVISORS LLC Reduced -391,543-391.5k
MILLENNIUM MANAGEMENT LLC Reduced -273,252-273.3k
Assenagon Asset Management S.A. Reduced -211,672-211.7k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -130,921-130.9k
WESTFIELD CAPITAL MANAGEMENT CO LP Reduced -97,379-97.4k
Catalio Capital Management, LP Sold out -87,377-87.4k
ALLIANCEBERNSTEIN L.P. Reduced -81,521-81.5k
CRAMER ROSENTHAL MCGLYNN LLC Reduced -71,153-71.2k
Amundi Reduced -70,314-70.3k

Biggest calls

UBS Group AG New $3.3m20.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.1m12.8k shares
CITADEL ADVISORS LLC Reduced $1.3m7.7k shares
SIMPLEX TRADING, LLC Added $449.0k2.7k shares
GROUP ONE TRADING LLC New $149.9k900 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.9m11.3k shares
MILLENNIUM MANAGEMENT LLC New $1.7m10.0k shares
SIMPLEX TRADING, LLC Reduced $1.3m7.6k shares
CITADEL ADVISORS LLC Reduced $849.7k5.1k shares
Walleye Capital LLC Reduced $50.0k300 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.03% of their portfolio New York, NY 9,871,4289.9m $1.6bn $1.6bn 0.03% Added +1.2m +1,173,215
2 FMR LLC 0.09% of their portfolio BOSTON, MA 8,178,7638.2m $1.4bn $1.4bn 0.09% Added +81.3k +81,309
3 Politan Capital Management LP 53.37% of their portfolio NEW YORK, NY 4,714,7464.7m $785.5m $785.5m 53.37% Unchanged
4 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 4,583,2764.6m $763.6m $763.6m 0.01% Reduced -3.4k -3,426
5 Capital Research Global Investors 0.07% of their portfolio Los Angeles, CA 2,056,0952.1m $342.5m $342.5m 0.07% Reduced -398.9k -398,880
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.11% of their portfolio Boston, MA 1,967,8382.0m $327.8m $327.8m 0.11% Added +232.7k +232,671
7 T. Rowe Price Investment Management, Inc. 0.18% of their portfolio BALTIMORE, MD 1,673,2521.7m $278.8m $278.8m 0.18% Added +10.9k +10,876
8 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,475,9911.5m $245.9m $245.9m 0.01% Added +12.5k +12,525
9 Holocene Advisors, LP 0.66% of their portfolio New York, NY 1,333,2961.3m $222.1m $222.1m 0.66% Added +497.6k +497,636
10 Durable Capital Partners LP 1.68% of their portfolio Bethesda, MD 1,125,6191.1m $187.5m $187.5m 1.68% New
11 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 865,870865.9k $144.3m $144.3m 0.05% Reduced -81.5k -81,521
12 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 844,318844.3k $140.7m $140.7m 0.01% Added +43.2k +43,193
13 Liontrust Investment Partners LLP 1.94% of their portfolio LONDON, X0 747,498747.5k $124.5m $124.5m 1.94% Reduced -45.4k -45,437
14 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 735,782735.8k $122.6m $122.6m 0.01% Reduced -2.1k -2,059
15 Alyeska Investment Group, L.P. 0.48% of their portfolio CHICAGO, IL 722,534722.5k $120.4m $120.4m 0.48% Added +143.9k +143,899
16 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 703,378703.4k $117.2m $117.2m 0.03% Added +55.7k +55,658
17 RTW INVESTMENTS, LP 1.74% of their portfolio NEW YORK, NY 683,294683.3k $113.8m $113.8m 1.74% Unchanged
18 WESTFIELD CAPITAL MANAGEMENT CO LP 0.54% of their portfolio BOSTON, MA 671,479671.5k $111.9m $111.9m 0.54% Reduced -97.4k -97,379
19 SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio London, X0 435,548435.5k $71.2m $71.2m 0.07% Reduced -130.9k -130,921
20 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 383,356383.4k $63.9m $63.9m 0.01% Reduced -513 -513
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 377,070377.1k $62.8m $62.8m 0.01% Reduced -766 -766
22 Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio CHIYODA-KU, TOKYO, M0 372,978373.0k $62.1m $62.1m 0.04% Reduced -727 -727
23 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 348,038348.0k $58.0m $58.0m 0.09% Added +355 +355
24 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 332,108332.1k $55.3m $55.3m 0.01% Reduced -5.1k -5,113
25 BAMCO INC /NY/ 0.16% of their portfolio NEW YORK, NY 317,282317.3k $52.9m $52.9m 0.16% Added +10.1k +10,138
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 316,643316.6k $52.8m $52.8m 0.00% Added +209.3k +209,340
27 Point72 Asset Management, L.P. 0.15% of their portfolio STAMFORD, CT 315,422315.4k $52.5m $52.5m 0.15% Added +66.9k +66,923
28 Artisan Partners Limited Partnership 0.08% of their portfolio Milwaukee, WI 299,023299.0k $49.8m $49.8m 0.08% New
29 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 282,637282.6k $47.1m $47.1m 0.01% Added +31.9k +31,851
30 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 280,255280.3k $46.7m $46.7m 0.01% Added +78.0k +78,003
31 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 261,358261.4k $43.5m $43.5m 0.01% Reduced -16.6k -16,602
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 246,489246.5k $41.1m $41.1m 0.00% Added +117.8k +117,850
33 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 211,786211.8k $35.3m $35.3m 0.01% Reduced -4.2k -4,160
34 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 206,116206.1k $34.3m $34.3m 0.01% Added +2.1k +2,145
35 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 189,130189.1k $31.5m $31.5m 0.01% Reduced -1.1k -1,116
36 UBS Group AG 0.01% of their portfolio ZURICH, V8 170,177170.2k $28.4m $28.4m 0.01% Added +10.1k +10,149
37 FIL Ltd 0.03% of their portfolio HAMILTON, D0 169,788169.8k $28.3m $28.3m 0.03% Added +59.5k +59,456
38 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 155,045155.0k $25.8m $25.8m 0.01% First filing
39 CRAMER ROSENTHAL MCGLYNN LLC 1.82% of their portfolio STAMFORD, CT 151,664151.7k $25.3m $25.3m 1.82% Reduced -71.2k -71,153
40 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 145,164145.2k $24.2m $24.2m 0.02% Added +97.8k +97,836
41 Gotham Asset Management, LLC 0.20% of their portfolio NEW YORK, NY 144,590144.6k $24.1m $24.1m 0.20% Added +16.8k +16,810
42 Verition Fund Management LLC 0.14% of their portfolio GREENWICH, CT 143,759143.8k $24.0m $24.0m 0.14% Added +136.3k +136,278
43 COMERICA BANK 0.10% of their portfolio DALLAS, TX 137,855137.9k $23.0m $23.0m 0.10% Reduced -3.5k -3,523
44 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 134,806134.8k $22.5m $22.5m 0.02% Reduced -273.3k -273,252
45 Woodline Partners LP 0.14% of their portfolio San Francisco, CA 132,969133.0k $22.2m $22.2m 0.14% Added +81.8k +81,784
46 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 122,811122.8k $20.5m $20.5m 0.02% Reduced -1.6k -1,562
47 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 117,326117.3k $19.5m $19.5m 0.05% Added +26.4k +26,425
48 Tidal Investments LLC 0.16% of their portfolio Milwaukee, WI 110,486110.5k $18.4m $18.4m 0.16% Added +23.8k +23,755
49 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 102,661102.7k $17.1m $17.1m 0.01% Added +1 +1
50 BLI - Banque de Luxembourg Investments 0.50% of their portfolio LUXEMBOURG CITY, N4 101,200101.2k $16.5m $16.5m 0.50% Unchanged
51 Legal & General Group Plc 0.00% of their portfolio London, X0 99,54299.5k $16.6m $16.6m 0.00% Added +2.4k +2,355
52 BANK OF NOVA SCOTIA 0.03% of their portfolio TORONTO, A6 93,20393.2k $15.5m $15.5m 0.03% New
53 GREAT LAKES ADVISORS, LLC 0.14% of their portfolio CHICAGO, IL 92,87292.9k $15.5m $15.5m 0.14% Reduced -2.9k -2,858
54 Erste Asset Management GmbH 0.20% of their portfolio VIENNA, C4 92,00092.0k $15.3m $15.3m 0.20% Added +9.3k +9,348
55 TD Asset Management Inc 0.01% of their portfolio Toronto, A6 88,66888.7k $14.8m $14.8m 0.01% Added +4.0k +4,028
56 Swiss National Bank 0.01% of their portfolio ZURICH, V8 88,20088.2k $14.7m $14.7m 0.01% Reduced -1.2k -1,200
57 GAMCO INVESTORS, INC. ET AL 0.15% of their portfolio GREENWICH, CT 84,50084.5k $14.1m $14.1m 0.15% Unchanged
58 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 79,17679.2k $13.2m $13.2m 0.01% Added +66.5k +66,517
59 Walleye Capital LLC 0.14% of their portfolio NEW YORK, NY 76,37076.4k $12.7m $12.7m 0.14% Added +21.4k +21,432
60 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 74,96275.0k $12.5m $12.5m 0.01% Reduced -63.2k -63,160
61 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 70,72370.7k $11.8m $11.8m 0.01% First filing
62 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 69,87569.9k $11.6m $11.6m 0.01% Reduced -354 -354
63 Bellevue Group AG 0.26% of their portfolio ZURICH, V8 69,80869.8k $11.6m $11.6m 0.26% Added +45.6k +45,642
64 Quantinno Capital Management LP 0.07% of their portfolio NEW YORK, NY 63,73963.7k $10.6m $10.6m 0.07% Added +59.7k +59,749
65 ExodusPoint Capital Management, LP 0.13% of their portfolio NEW YORK, NY 59,79259.8k $10.0m $10.0m 0.13% Added +34.4k +34,366
66 Retirement Systems of Alabama 0.04% of their portfolio MONTGOMERY, AL 54,08754.1k $9.0m $9.0m 0.04% Added +52 +52
67 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 53,90053.9k $9.0m $9.0m 0.01% Added +2.4k +2,443
68 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 52,15852.2k $8.7m $8.7m 0.01% Reduced -39.5k -39,533
69 FEDERATED HERMES, INC. 0.02% of their portfolio PITTSBURGH, PA 51,00251.0k $8.5m $8.5m 0.02% Reduced -1.7k -1,732
70 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 49,48249.5k $8.2m $8.2m 0.01% Reduced -391.5k -391,543
71 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 49,36549.4k $8.2m $8.2m 0.01% Added +22.8k +22,764
72 Corebridge Financial, Inc. 0.05% of their portfolio HOUSTON, TX 49,32749.3k $8.2m $8.2m 0.05% Reduced -1.2k -1,209
73 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 45,12045.1k $7.5m $7.5m 0.01% Added +10.9k +10,922
74 Integral Health Asset Management, LLC 0.83% of their portfolio New York, NY 45,00045.0k $7.5m $7.5m 0.83% New
75 PICTON MAHONEY ASSET MANAGEMENT 0.25% of their portfolio Toronto, A6 44,15244.2k $7.4m $7.4m 0.25% Added +1.5k +1,542
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 43,88443.9k $7.3m $7.3m 0.00% Added +13.5k +13,513
77 NS Partners Ltd 0.32% of their portfolio LONDON, X0 43,55543.6k $7.3m $7.3m 0.32% Added +906 +906
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 43,25243.3k $7.2m $7.2m 0.01% Added +869 +869
79 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 42,77142.8k $7.1m $7.1m 0.01% Reduced -90 -90
80 LOGAN CAPITAL MANAGEMENT INC 0.32% of their portfolio Newtown Square, PA 42,39542.4k $7.1m $7.1m 0.32% Reduced -5.4k -5,392
81 Point72 (DIFC) Ltd 0.67% of their portfolio DUBAI, C0 41,63941.6k $6.9m $6.9m 0.67% Reduced -16.8k -16,778
82 Amundi 0.00% of their portfolio Paris, I0 41,16741.2k $6.3m $6.3m 0.00% Reduced -70.3k -70,314
83 STRS OHIO 0.03% of their portfolio COLUMBUS, OH 40,13540.1k $6.7m $6.7m 0.03% Added +24.7k +24,735
84 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 40,04840.0k $6.7m $6.7m 0.02% Reduced -5.2k -5,200
85 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 39,85339.9k $6.6m $6.6m 0.00% Reduced -13.4k -13,366
86 NORGES BANK 0.00% of their portfolio OSLO, Q8 39,41439.4k $6.6m $6.6m 0.00% Added +6.0k +6,020
87 BRIDGER MANAGEMENT, LLC 3.25% of their portfolio NEW YORK, NY 39,30039.3k $6.5m $6.5m 3.25% New
88 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 38,30238.3k $6.4m $6.4m 0.01% Reduced -10.5k -10,462
89 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 34,74734.7k $5.8m $5.8m 0.01% Added +15.0k +15,044
90 GABELLI FUNDS LLC 0.04% of their portfolio Rye, NY 33,00033.0k $5.5m $5.5m 0.04% Unchanged
91 INTECH INVESTMENT MANAGEMENT LLC 0.06% of their portfolio WEST PALM BEACH, FL 32,49432.5k $5.4m $5.4m 0.06% Added +6.9k +6,872
92 Montanaro Asset Management Ltd 1.58% of their portfolio LONDON, X0 32,30032.3k $5.4m $5.4m 1.58% Reduced -14.2k -14,200
93 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,78831.8k $5.3m $5.3m 0.00% Added +681 +681
94 Lisanti Capital Growth, LLC 1.51% of their portfolio NEW YORK, NY 30,48530.5k $5.1m $5.1m 1.51% New
95 Perpetual Ltd 0.06% of their portfolio SYDNEY, NEW SOUTH WALES, C3 30,20930.2k $5.0m $5.0m 0.06% New
96 4D Advisors, LLC 3.88% of their portfolio REDONDO BEACH, CA 30,00030.0k $5.0m $5.0m 3.88% New
97 ZACKS INVESTMENT MANAGEMENT 0.04% of their portfolio Chicago, IL 27,80727.8k $4.6m $4.6m 0.04% Added +578 +578
98 Advisors Asset Management, Inc. 0.09% of their portfolio Monument, CO 27,28827.3k $4.5m $4.5m 0.09% Added +4.3k +4,314
99 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 26,61226.6k $4.4m $4.4m 0.01% Reduced -10.9k -10,948
100 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 26,36726.4k $4.4m $4.4m 0.00% Added +17.4k +17,363