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 ($34.7m this quarter). Holder counts are more reliable. Shares outstanding: 146.9m as of 2024-04-22, 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 ≈ $197.95. Options: 27 managers hold calls ($212.9m notional), 27 hold puts ($384.6m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 668 |
| Q4 2022 | 732 |
| Q1 2023 | 680 |
| Q2 2023 | 734 |
| Q3 2023 | 663 |
| Q4 2023 | 691 |
| Q1 2024 | 720 |
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 |
| Q3 2023 | 302 | 377 |
| Q4 2023 | 325 | 318 |
| Q1 2024 | 377 | 276 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $188.7m | $24.9m | 0.13 |
| Q3 2023 | $115.3m | $93.7m | 0.81 |
| Q4 2023 | $110.9m | $162.3m | 1.46 |
| Q1 2024 | $212.9m | $384.6m | 1.81 |
Biggest buyers
| Bank of New York Mellon Corp | Added | +2.7m |
| MORGAN STANLEY | Added | +2.3m |
| JPMORGAN CHASE & CO | Added | +1.0m |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +485.5k |
| GOLDMAN SACHS GROUP INC | Added | +239.4k |
| C WorldWide Group Holding A/S | Added | +190.8k |
| NORDEA INVESTMENT MANAGEMENT AB | Added | +179.9k |
| BANK OF AMERICA CORP /DE/ | Added | +175.0k |
| NORGES BANK | Added | +164.0k |
| Man Group plc | Added | +162.5k |
Biggest sellers
| FMR LLC | Reduced | -914.2k |
| JANE STREET GROUP, LLC | Reduced | -445.7k |
| Employees Provident Fund Board | Reduced | -403.0k |
| TWO SIGMA ADVISERS, LP | Reduced | -377.9k |
| Amundi | Reduced | -198.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -197.2k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -160.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -142.9k |
| Zurich Insurance Group Ltd/FI | Reduced | -139.5k |
| Caisse de depot et placement du Quebec | Sold out | -114.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $42.1m212.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $37.4m188.8k shares |
| Caption Management, LLC | New | $21.9m110.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $20.3m102.3k shares |
| Point72 Asset Management, L.P. | New | $14.2m71.6k shares |
| BARCLAYS PLC | Added | $11.8m59.8k shares |
| Cubist Systematic Strategies, LLC | Reduced | $9.0m45.3k shares |
| JANE STREET GROUP, LLC | Reduced | $7.4m37.6k shares |
| GTS SECURITIES LLC | Added | $7.1m36.0k shares |
| UBS Group AG | Added | $6.5m33.1k shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | Added | $82.0m414.2k shares |
| CITADEL ADVISORS LLC | Added | $52.7m265.9k shares |
| Caption Management, LLC | New | $44.4m224.4k shares |
| SIMPLEX TRADING, LLC | Added | $31.8m160.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $30.5m153.9k shares |
| UBS Group AG | Reduced | $16.8m85.0k shares |
| BARCLAYS PLC | New | $16.3m82.5k shares |
| JANE STREET GROUP, LLC | Added | $15.9m80.2k shares |
| J. Goldman & Co LP | New | $14.4m72.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $12.4m62.8k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 4 | $3.9m | $3.9m |
| Q4 2023 | 0 | — | 3 | $2.1m | $1.7m |
| Q1 2024 | 0 | — | 2 | $2.0m | $49.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-04 | Rider Michael J Global General Counsel | Sold plan | $14.6k81 shares |
| 2024-03-01 | Rider Michael J Global General Counsel | Sold plan | $34.6k200 shares |
| 2024-02-22 | FARRELL PETER C Director | Sold | $2.0m10.9k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 17.8m $3.5bn | Added +26.3k |
| BlackRock Inc. 0.06% of their portfolio | 12.2m $2.4bn | Reduced -53.6k |
| STATE STREET CORP 0.06% of their portfolio | 6.3m $1.2bn | Added +8.9k |
| MORGAN STANLEY 0.03% of their portfolio | 5.8m $1.2bn | Added +2.3m |
| Bank of New York Mellon Corp 0.15% of their portfolio | 3.8m $755.1m | Added +2.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 3.4m $676.1m | Reduced -12.1k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.5m $495.9m | Added +1.0m |
| Invesco Ltd. 0.08% of their portfolio | 1.9m $370.4m | Reduced -76.6k |
| FMR LLC 0.02% of their portfolio | 1.6m $319.8m | Reduced -914.2k |
| NORGES BANK 0.05% of their portfolio | 1.5m $301.8m | Added +164.0k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 1.4m $281.6m | Reduced -29.8k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 938.4k $185.8m | Added +239.4k |
| Legal & General Group Plc 0.05% of their portfolio | 921.5k $182.5m | Reduced -7.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 898.1k $177.9m | Added +34.9k |
| FIL Ltd 0.17% of their portfolio | 850.7k $168.5m | Added +10.6k |
| LGT CAPITAL PARTNERS LTD. 3.95% of their portfolio | 638.3k $126.4m | Reduced -45.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 598.8k $118.6m | Added +1.5k |
| CONGRESS ASSET MANAGEMENT CO 0.83% of their portfolio | 584.2k $115.7m | Added +6.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 554.4k $109.8m | Added +18.0k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 537.4k $106.4m | Added +7.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.34% of their portfolio | 499.0k $98.8m | Added +485.5k |
| AMERICAN CAPITAL MANAGEMENT INC 3.15% of their portfolio | 496.8k $98.4m | Reduced -4.8k |
| Alecta Tjanstepension Omsesidigt 0.56% of their portfolio | 495.0k $98.0m | Unchanged |
| Tandem Investment Advisors, Inc. 3.73% of their portfolio | 486.8k $96.4m | Added +111.4k |
| Greenvale Capital LLP 6.84% of their portfolio | 450.0k $89.1m | Reduced -101.9k |
| Swiss National Bank 0.06% of their portfolio | 440.5k $87.2m | Reduced -19.4k |
| Zurich Insurance Group Ltd/FI 0.78% of their portfolio | 429.9k $85.1m | Reduced -139.5k |
| Baird Financial Group, Inc. 0.18% of their portfolio | 427.4k $84.6m | Added +4.5k |
| Amundi 0.03% of their portfolio | 416.9k $74.1m | Reduced -198.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 416.8k $82.5m | Added +11.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 377.8k $74.8m | Added +175.0k |
| Aberdeen Group plc 0.14% of their portfolio | 357.5k $70.8m | Reduced -89.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 357.3k $70.7m | Reduced -7.4k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 354.0k $70.1m | Added +39.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 350.5k $69.4m | Added +1.8k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 330.4k $65.4m | Reduced -2.3k |
| Welch & Forbes LLC 0.88% of their portfolio | 323.0k $64.0m | Added +12.5k |
| MARTIN CURRIE LTD 1.86% of their portfolio | 305.4k $60.5m | Added +3.3k |
| Stephens Investment Management Group LLC 0.79% of their portfolio | 301.3k $59.7m | Added +1.4k |
| BARCLAYS PLC 0.03% of their portfolio | 298.7k $59.1m | Reduced -42.8k |
| C WorldWide Group Holding A/S 0.65% of their portfolio | 289.1k $57.2m | Added +190.8k |
| BLAIR WILLIAM & CO/IL 0.18% of their portfolio | 288.1k $57.0m | Added +1.8k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 269.9k $53.4m | Added +58.7k |
| California Public Employees Retirement System 0.04% of their portfolio | 257.7k $51.0m | Reduced -4.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 232.6k $46.1m | Reduced -110.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 232.5k $46.1m | Added +1.2k |
| National Pension Service 0.05% of their portfolio | 215.9k $42.8m | Reduced -11.2k |
| 2Xideas AG 5.23% of their portfolio | 215.9k $42.8m | Reduced -93.2k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 214.4k $42.4m | Added +11.9k |
| Man Group plc 0.10% of their portfolio | 195.3k $38.7m | Added +162.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 192.3k $38.1m | Added +13.8k |
| DANSKE BANK A/S 0.12% of their portfolio | 191.9k $38.0m | First filing |
| VAUGHAN DAVID INVESTMENTS LLC/IL 0.94% of their portfolio | 191.5k $37.9m | Added +21.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.04% of their portfolio | 189.7k $37.5m | Added +179.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 186.6k $37.0m | Added +3.0k |
| Employees Provident Fund Board 0.64% of their portfolio | 185.1k $36.7m | Reduced -403.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 177.1k $35.1m | Added +35.3k |
| UBS Group AG 0.01% of their portfolio | 176.8k $35.0m | Reduced -32.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 174.8k $34.6m | Reduced -3.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio | 171.6k $37.6m | Added +13.9k |
| TUDOR INVESTMENT CORP ET AL 0.41% of their portfolio | 171.1k $33.9m | Added +47.5k |
| Credential Qtrade Securities Inc. 1.78% of their portfolio | 167.5k $33.2m | Added +9.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 167.3k $33.1m | Added +4.4k |
| Employees Retirement System of Texas 0.34% of their portfolio | 158.0k $31.3m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 152.4k $29.9m | Reduced -7.6k |
| Bridgewater Associates, LP 0.15% of their portfolio | 148.7k $29.4m | Reduced -9.8k |
| MACKENZIE FINANCIAL CORP 0.04% of their portfolio | 147.2k $29.1m | Reduced -20.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 144.7k $28.7m | Reduced -563 |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 143.2k $28.3m | Added +46.4k |
| Washington Trust Advisors, Inc. 2.45% of their portfolio | 134.9k $26.7m | Reduced -1.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 134.5k $26.6m | Added +94.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 132.4k $26.2m | Added +71.6k |
| Capital Investment Services of America, Inc. 2.50% of their portfolio | 131.0k $25.9m | Added +11.7k |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.34% of their portfolio | 129.2k $25.6m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.24% of their portfolio | 127.4k $25.2m | New |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.30% of their portfolio | 124.8k $24.7m | Added +82.9k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 118.8k $23.5m | Reduced -36.3k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 118.3k $23.4m | Reduced -167 |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 117.5k $23.3m | Reduced -108.8k |
| Triodos Investment Management BV 2.05% of their portfolio | 114.5k $22.7m | New |
| Susquehanna Portfolio Strategies, LLC 0.53% of their portfolio | 114.3k $22.6m | Reduced -12.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 109.9k $21.8m | Added +37.2k |
| Dundas Partners LLP 1.70% of their portfolio | 108.9k $21.6m | New |
| Norinchukin Bank, The 0.63% of their portfolio | 106.0k $21.0m | Reduced -4.5k |
| AXA S.A. 0.06% of their portfolio | 104.4k $20.7m | Reduced -99.0k |
| APG Asset Management N.V. 0.03% of their portfolio | 100.2k $18.4m | Reduced -7.9k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 100.1k $19.8m | Reduced -2.8k |
| ST GERMAIN D J CO INC 0.96% of their portfolio | 99.6k $19.7m | Added +376 |
| CITIGROUP INC 0.02% of their portfolio | 98.6k $19.5m | Added +24.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 96.1k $19.0m | Reduced -3.1k |
| Avalon Trust Co 1.54% of their portfolio | 94.7k $18.8m | New |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 93.2k $18.5m | Reduced -1.0k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 92.1k $18.2m | Added +61.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 90.6k $17.9m | Reduced -2.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 88.8k $17.6m | Reduced -9.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 84.5k $16.7m | Added +2.9k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 84.2k $16.7m | Reduced -445.7k |
| State of New Jersey Common Pension Fund D 0.05% of their portfolio | 83.6k $16.6m | Unchanged |
| Corient Private Wealth LP 0.03% of their portfolio | 81.5k $16.1m | Added +15.6k |
| Chevy Chase Trust Holdings, LLC 0.05% of their portfolio | 81.5k $16.1m | Reduced -719 |