RESMED INC RMD
COM · Common Stock · CUSIP 761152107 · ISIN US7611521078
Manufacturer of CPAP masks, machines and products that diagnose, treat or help manage respiratory conditions
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersSan Diego, CA
- Founded1989
- Websiteresmed.com
- FilingsSEC EDGAR
* 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 ($114.8m this quarter). Holder counts are more reliable. Shares outstanding: 147.1m as of 2023-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $218.18. Options: 13 managers hold calls ($188.7m notional), 14 hold puts ($24.9m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 668 |
| Q4 2022 | 732 |
| Q1 2023 | 680 |
| Q2 2023 | 734 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 321 | 277 |
| Q1 2023 | 278 | 352 |
| Q2 2023 | 342 | 292 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $61.3m | $27.7m | 0.45 |
| Q4 2022 | $50.6m | $30.6m | 0.60 |
| Q1 2023 | $43.6m | $25.2m | 0.58 |
| Q2 2023 | $188.7m | $24.9m | 0.13 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | New | +632.0k |
| Man Group plc | New | +477.0k |
| Assenagon Asset Management S.A. | Added | +410.8k |
| JANE STREET GROUP, LLC | Added | +309.4k |
| Qube Research & Technologies Ltd | Added | +288.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +261.5k |
| Aberdeen Group plc | Added | +257.0k |
| BARCLAYS PLC | Added | +243.2k |
| Point72 Asset Management, L.P. | Added | +209.9k |
| Cubist Systematic Strategies, LLC | Added | +200.6k |
Biggest sellers
| FMR LLC | Reduced | -6.9m |
| Capital World Investors | Reduced | -1.9m |
| BlackRock Inc. | Reduced | -900.9k |
| Man Group plc | Sold out | -505.3k |
| Amundi | Reduced | -322.0k |
| EAGLE ASSET MANAGEMENT INC | Sold out | -257.2k |
| CITADEL ADVISORS LLC | Reduced | -243.0k |
| Holocene Advisors, LP | Reduced | -210.8k |
| BANK OF NOVA SCOTIA | Reduced | -158.0k |
| National Pension Service | Reduced | -135.5k |
Biggest calls
| Point72 Asset Management, L.P. | New | $116.9m534.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $36.6m167.7k shares |
| CITADEL ADVISORS LLC | Added | $21.0m95.9k shares |
| MILLENNIUM MANAGEMENT LLC | New | $6.6m30.4k shares |
| UBS Group AG | Added | $3.0m13.7k shares |
| WOLVERINE TRADING, LLC | Added | $2.5m11.5k shares |
| SIMPLEX TRADING, LLC | Added | $808.0k3.7k shares |
| JANE STREET GROUP, LLC | Added | $699.2k3.2k shares |
| GROUP ONE TRADING LLC | New | $393.3k1.8k shares |
| Walleye Capital LLC | Reduced | $152.9k700 shares |
Biggest puts
| PURA VIDA INVESTMENTS, LLC | Reduced | $7.7m35.1k shares |
| MILLENNIUM MANAGEMENT LLC | New | $5.6m25.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.3m24.2k shares |
| CITADEL ADVISORS LLC | Reduced | $2.6m11.8k shares |
| Walleye Trading LLC | Added | $1.4m6.2k shares |
| Parallax Volatility Advisers, L.P. | New | $568.1k2.6k shares |
| Walleye Capital LLC | Reduced | $568.1k2.6k shares |
| JANE STREET GROUP, LLC | Added | $415.1k1.9k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $305.9k1.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $281.1k1.3k 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.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.2% |
| AustralianSuper Pty Ltd 13G · institution new · filed 2026-08-07 | 5.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 6 | $14.1m | — |
| Q1 2022 | 0 | — | 4 | $12.8m | — |
| Q2 2022 | 0 | — | 4 | $7.1m | — |
| Q3 2022 | 0 | — | 4 | $11.3m | — |
| Q4 2022 | 0 | — | 6 | $14.5m | — |
| Q1 2023 | 0 | — | 6 | $9.0m | — |
| Q2 2023 | 0 | — | 6 | $13.4m | $5.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-15 | Farrell Michael J. Chief Executive Officer | Sold plan | $1.2m5.7k shares |
| 2023-06-15 | Douglas Robert Andrew President and COO · Douglas Family Trust | Sold plan | $324.4k1.5k shares |
| 2023-06-05 | PENDARVIS DAVID Chief Administrative Officer | Sold plan | $329.7k1.5k shares |
| 2023-06-02 | Ghoshal Kaushik President, SaaS Business | Sold plan | $110.0k500 shares |
| 2023-05-15 | Farrell Michael J. Chief Executive Officer | Sold plan | $1.3m5.7k shares |
| 2023-05-15 | Douglas Robert Andrew President and COO · Douglas Family Trust | Sold plan | $349.3k1.5k shares |
| 2023-05-10 | Sandercock Brett Chief Financial Officer | Sold | $2.9m12.6k shares |
| 2023-05-09 | Sandercock Brett Chief Financial Officer | Sold | $795.0k3.4k shares |
| 2023-05-03 | FARRELL PETER C Director | Sold | $3.0m12.6k shares |
| 2023-05-03 | PENDARVIS DAVID Chief Administrative Officer | Sold plan | $356.5k1.5k shares |
| 2023-05-01 | Ghoshal Kaushik President, SaaS Business | Sold plan | $119.7k500 shares |
| 2023-04-24 | Ghoshal Kaushik President, SaaS Business | Sold | $460.0k2.0k shares |
| 2023-04-17 | Farrell Michael J. Chief Executive Officer | Sold plan | $1.3m5.7k shares |
| 2023-04-17 | Douglas Robert Andrew President and COO · Douglas Family Trust | Sold plan | $337.0k1.5k shares |
| 2023-04-03 | PENDARVIS DAVID Chief Administrative Officer | Sold | $327.3k1.5k shares |
| 2023-04-03 | Ghoshal Kaushik President, SaaS Business | Sold | $110.0k500 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.09% of their portfolio | 17.6m $3.8bn | Added +60.1k |
| BlackRock Inc. 0.07% of their portfolio | 12.2m $2.7bn | Reduced -900.9k |
| STATE STREET CORP 0.07% of their portfolio | 6.4m $1.4bn | Added +99.6k |
| FMR LLC 0.11% of their portfolio | 6.1m $1.3bn | Reduced -6.9m |
| WCM INVESTMENT MANAGEMENT, LLC 2.30% of their portfolio | 3.5m $768.7m | Added +22.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 3.3m $725.6m | Added +96.8k |
| Capital World Investors 0.10% of their portfolio | 2.4m $515.0m | Reduced -1.9m |
| Invesco Ltd. 0.12% of their portfolio | 2.1m $459.0m | Added +157.3k |
| CITADEL ADVISORS LLC 0.45% of their portfolio | 1.9m $406.2m | Reduced -243.0k |
| NORTHERN TRUST CORP 0.07% of their portfolio | 1.6m $353.0m | Reduced -132.8k |
| Ownership Capital B.V. 5.77% of their portfolio | 1.5m $329.5m | Added +110.7k |
| NORGES BANK 0.06% of their portfolio | 1.3m $281.2m | Added +52.7k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.2m $259.5m | Reduced -72.3k |
| MORGAN STANLEY 0.02% of their portfolio | 1.2m $251.5m | Added +131.3k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 1.1m $234.8m | Reduced -125.3k |
| Legal & General Group Plc 0.07% of their portfolio | 1.0m $227.3m | Reduced -36.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 814.3k $177.9m | Added +11.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 814.0k $178.3m | Unchanged |
| Amundi 0.07% of their portfolio | 683.4k $146.7m | Reduced -322.0k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 644.4k $140.8m | Added +25.5k |
| MILLENNIUM MANAGEMENT LLC 0.15% of their portfolio | 632.0k $138.1m | New |
| Point72 Asset Management, L.P. 0.46% of their portfolio | 605.2k $132.2m | Added +209.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 543.2k $118.7m | Reduced -30.8k |
| CONGRESS ASSET MANAGEMENT CO 1.03% of their portfolio | 543.2k $118.7m | Reduced -4.6k |
| Swiss National Bank 0.08% of their portfolio | 530.5k $115.9m | Reduced -50.9k |
| Assenagon Asset Management S.A. 0.45% of their portfolio | 526.2k $115.0m | Added +410.8k |
| Aberdeen Group plc 0.26% of their portfolio | 503.2k $109.9m | Added +257.0k |
| Alecta Tjanstepension Omsesidigt 0.78% of their portfolio | 495.0k $108.2m | Unchanged |
| AMERICAN CAPITAL MANAGEMENT INC 3.62% of their portfolio | 477.1k $104.2m | Reduced -41.9k |
| Man Group plc 0.32% of their portfolio | 477.0k $104.2m | New |
| CIBC Private Wealth Group LLC 0.11% of their portfolio | 468.5k $102.4m | Added +172.7k |
| Holocene Advisors, LP 0.42% of their portfolio | 441.4k $96.4m | Reduced -210.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 417.5k $91.2m | Added +3.0k |
| BARCLAYS PLC 0.06% of their portfolio | 397.5k $86.8m | Added +243.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 390.7k $85.4m | Added +261.5k |
| Qube Research & Technologies Ltd 0.32% of their portfolio | 377.9k $82.6m | Added +288.4k |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 376.9k $82.4m | Added +309.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 372.5k $81.4m | Reduced -7.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 365.8k $79.9m | Reduced -46.6k |
| BLAIR WILLIAM & CO/IL 0.28% of their portfolio | 348.2k $76.1m | Added +9.9k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 347.8k $76.0m | Added +6.9k |
| MARSHALL WACE, LLP 0.16% of their portfolio | 347.1k $75.8m | Reduced -101.8k |
| MARTIN CURRIE LTD 2.46% of their portfolio | 335.1k $73.2m | Added +285 |
| Baird Financial Group, Inc. 0.19% of their portfolio | 325.2k $71.0m | Added +83.8k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 325.0k $71.0m | Reduced -85.8k |
| Welch & Forbes LLC 1.06% of their portfolio | 308.2k $67.3m | Added +2.7k |
| Allianz Asset Management GmbH 0.12% of their portfolio | 279.3k $61.0m | Added +48.0k |
| 2Xideas AG 5.79% of their portfolio | 277.2k $60.6m | Reduced -542 |
| Stephens Investment Management Group LLC 0.92% of their portfolio | 271.2k $59.3m | Reduced -6.2k |
| California Public Employees Retirement System 0.05% of their portfolio | 268.3k $58.6m | Reduced -8.4k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 262.7k $57.4m | Reduced -2.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.08% of their portfolio | 244.4k $53.4m | Added +18.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 236.9k $51.8m | Reduced -4.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 235.1k $51.4m | Reduced -95.0k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 233.6k $51.1m | Added +19.6k |
| Cubist Systematic Strategies, LLC 0.55% of their portfolio | 225.3k $49.2m | Added +200.6k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 223.5k $48.8m | Added +65.7k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 215.8k $47.2m | Added +12.1k |
| KBC Group NV 0.19% of their portfolio | 212.3k $46.4m | Added +115.8k |
| UBS Group AG 0.02% of their portfolio | 205.1k $44.8m | Added +72.9k |
| National Pension Service 0.07% of their portfolio | 204.2k $44.2m | Reduced -135.5k |
| Tandem Investment Advisors, Inc. 1.92% of their portfolio | 199.7k $43.6m | Added +13.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.09% of their portfolio | 196.4k $42.9m | Added +49.3k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 193.3k $42.2m | Reduced -94.5k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 191.9k $41.9m | Added +31.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 191.0k $41.7m | Reduced -153 |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.40% of their portfolio | 189.5k $41.4m | Added +119.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio | 184.2k $40.2m | Added +86.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 173.6k $37.9m | Reduced -103.5k |
| Bridgewater Associates, LP 0.23% of their portfolio | 172.3k $37.7m | Reduced -20.5k |
| Ardevora Asset Management LLP 0.90% of their portfolio | 169.5k $37.0m | Reduced -75.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.62% of their portfolio | 168.8k $36.9m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 167.8k $36.7m | Reduced -14.1k |
| FIL Ltd 0.04% of their portfolio | 166.8k $36.4m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.08% of their portfolio | 166.3k $36.3m | Reduced -5.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 165.0k $36.1m | Reduced -6.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 163.0k $35.6m | Added +39.3k |
| TORONTO DOMINION BANK 0.03% of their portfolio | 159.2k $34.8m | Added +81.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 152.3k $33.3m | Reduced -6.6k |
| Crestwood Advisors Group, LLC 0.94% of their portfolio | 136.8k $29.9m | Added +361 |
| MACKENZIE FINANCIAL CORP 0.04% of their portfolio | 134.5k $28.9m | Reduced -602 |
| Washington Trust Advisors, Inc. 2.75% of their portfolio | 129.8k $28.4m | Reduced -290 |
| APG Asset Management N.V. 0.05% of their portfolio | 128.1k $25.7m | Reduced -2.3k |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 126.0k $27.5m | Reduced -1.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 124.6k $27.2m | Added +1.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 124.5k $27.2m | Added +7.4k |
| Squarepoint Ops LLC 0.14% of their portfolio | 118.9k $26.0m | Added +50.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 118.2k $25.8m | Reduced -333 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.07% of their portfolio | 116.8k $25.5m | Added +8.4k |
| Capital Investment Services of America, Inc. 2.78% of their portfolio | 116.4k $25.4m | Reduced -125 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 116.3k $25.4m | Reduced -16.7k |
| CANADA LIFE ASSURANCE Co 0.06% of their portfolio | 111.0k $24.4m | Reduced -4.9k |
| TWINBEECH CAPITAL LP 0.47% of their portfolio | 109.6k $23.9m | Added +103.7k |
| Norinchukin Bank, The 0.40% of their portfolio | 108.5k $23.7m | Added +7.2k |
| EP Wealth Advisors, LLC 0.01% of their portfolio | 106.6k $603.1k | Added +87.2k |
| Caisse de depot et placement du Quebec 0.06% of their portfolio | 105.9k $23.1m | Added +45.1k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 105.4k $24.6m | Reduced -60.6k |
| Employees Provident Fund Board 0.53% of their portfolio | 102.9k $22.5m | Added +91.9k |
| Rockefeller Capital Management L.P. 0.09% of their portfolio | 102.7k $22.4m | First filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 101.3k $22.1m | Reduced -2.3k |