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 ($74.3m this quarter). Holder counts are more reliable. Shares outstanding: 146.9m as of 2024-08-05, 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 ≈ $191.36. Options: 25 managers hold calls ($180.7m notional), 30 hold puts ($272.6m).
Trends to Q2 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 |
| Q2 2024 | 778 |
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 |
| Q2 2024 | 415 | 296 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $115.3m | $93.7m | 0.81 |
| Q4 2023 | $110.9m | $162.3m | 1.46 |
| Q1 2024 | $212.9m | $384.6m | 1.81 |
| Q2 2024 | $180.7m | $272.6m | 1.51 |
Biggest buyers
| Bank of New York Mellon Corp | Added | +2.0m |
| Greenvale Capital LLP | Added | +1.0m |
| MARSHALL WACE, LLP | New | +403.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +388.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +241.2k |
| RENAISSANCE TECHNOLOGIES LLC | New | +219.6k |
| GOLDMAN SACHS GROUP INC | Added | +165.5k |
| JANE STREET GROUP, LLC | Added | +162.0k |
| Employees Provident Fund Board | Added | +147.4k |
| Jefferies Financial Group Inc. | Added | +146.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -2.4m |
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| NORGES BANK | Reduced | -1.1m |
| FMR LLC | Reduced | -595.0k |
| BlackRock Inc. | Reduced | -502.6k |
| Alecta Tjanstepension Omsesidigt | Sold out | -495.0k |
| Baird Financial Group, Inc. | Reduced | -222.7k |
| MARTIN CURRIE LTD | Reduced | -158.7k |
| STATE STREET CORP | Reduced | -154.3k |
| Nuveen Asset Management, LLC | Reduced | -114.6k |
Biggest calls
| Twin Tree Management, LP | New | $48.4m252.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $28.6m149.2k shares |
| CITADEL ADVISORS LLC | Reduced | $20.2m105.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $20.1m104.8k shares |
| SIMPLEX TRADING, LLC | Added | $13.6m71.3k shares |
| JANE STREET GROUP, LLC | Added | $7.6m39.9k shares |
| WOLVERINE TRADING, LLC | Added | $6.9m36.2k shares |
| BARCLAYS PLC | Reduced | $6.5m33.9k shares |
| IMC-Chicago, LLC | Added | $5.9m31.0k shares |
| GTS SECURITIES LLC | Reduced | $5.7m29.7k shares |
Biggest puts
| Twin Tree Management, LP | New | $53.3m278.3k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $34.2m178.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $32.6m170.4k shares |
| Balyasny Asset Management L.P. | Added | $23.0m120.0k shares |
| CITADEL ADVISORS LLC | Reduced | $22.7m118.5k shares |
| UBS Group AG | Reduced | $13.3m69.3k shares |
| IMC-Chicago, LLC | Added | $12.7m66.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.8m61.5k shares |
| Walleye Trading LLC | Added | $9.5m49.7k shares |
| JANE STREET GROUP, LLC | Reduced | $8.7m45.3k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 4 | $9.4m | $9.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-10 | Sandercock Brett Chief Financial Officer | Sold plan | $209.8k1.0k shares |
| 2024-06-07 | Farrell Michael J. Chief Executive Officer | Sold plan | $3.1m14.7k shares |
| 2024-05-15 | De Witte Jan Director | Sold plan | $78.6k360 shares |
| 2024-05-08 | Sandercock Brett Chief Financial Officer | Sold plan | $2.7m13.0k shares |
| 2024-05-07 | Farrell Michael J. Chief Executive Officer | Sold plan | $3.2m14.7k shares |
| 2024-04-29 | Drexler Karen Director | Sold | $91.3k425 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 17.9m $3.4bn | Added +130.5k |
| BlackRock Inc. 0.05% of their portfolio | 11.7m $2.2bn | Reduced -502.6k |
| STATE STREET CORP 0.05% of their portfolio | 6.1m $1.2bn | Reduced -154.3k |
| Bank of New York Mellon Corp 0.21% of their portfolio | 5.8m $1.1bn | Added +2.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 3.5m $664.1m | Added +55.3k |
| MORGAN STANLEY 0.05% of their portfolio | 3.4m $650.2m | Reduced -2.4m |
| Invesco Ltd. 0.07% of their portfolio | 1.8m $339.3m | Reduced -97.9k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 1.5m $280.5m | Added +43.1k |
| Greenvale Capital LLP 9.61% of their portfolio | 1.4m $277.6m | Added +1.0m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 1.1m $211.3m | Added +165.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.1m $207.0m | Reduced -1.4m |
| FMR LLC 0.01% of their portfolio | 1.0m $195.3m | Reduced -595.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 910.1k $174.2m | Added +11.9k |
| Legal & General Group Plc 0.05% of their portfolio | 873.0k $167.1m | Reduced -48.5k |
| FIL Ltd 0.15% of their portfolio | 780.7k $149.4m | Reduced -69.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.51% of their portfolio | 740.2k $141.7m | Added +241.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 740.0k $141.7m | Added +141.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 661.7k $126.7m | Added +107.3k |
| CONGRESS ASSET MANAGEMENT CO 0.79% of their portfolio | 572.3k $109.5m | Reduced -11.9k |
| LGT CAPITAL PARTNERS LTD. 3.68% of their portfolio | 564.0k $108.0m | Reduced -74.3k |
| Tandem Investment Advisors, Inc. 3.82% of their portfolio | 501.4k $96.0m | Added +14.6k |
| AMERICAN CAPITAL MANAGEMENT INC 3.17% of their portfolio | 494.9k $94.7m | Reduced -1.9k |
| Amundi 0.03% of their portfolio | 440.6k $83.4m | Added +23.7k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 436.1k $83.5m | Added +388.8k |
| Swiss National Bank 0.06% of their portfolio | 435.5k $83.4m | Reduced -5.0k |
| NORGES BANK 0.01% of their portfolio | 432.1k $82.7m | Reduced -1.1m |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 422.7k $80.9m | Reduced -114.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 413.9k $79.2m | Reduced -2.8k |
| Zurich Insurance Group Ltd/FI 0.67% of their portfolio | 404.9k $77.5m | Reduced -25.0k |
| MARSHALL WACE, LLP 0.11% of their portfolio | 403.7k $77.3m | New |
| BARCLAYS PLC 0.03% of their portfolio | 372.1k $71.2m | Added +73.4k |
| Aberdeen Group plc 0.13% of their portfolio | 364.4k $69.7m | Added +6.9k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 363.5k $69.6m | Added +6.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 361.8k $69.3m | Reduced -16.0k |
| Employees Provident Fund Board 1.02% of their portfolio | 332.6k $63.7m | Added +147.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 331.1k $63.4m | Reduced -19.5k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 330.2k $63.2m | Reduced -23.7k |
| Stephens Investment Management Group LLC 0.88% of their portfolio | 329.2k $63.0m | Added +27.9k |
| Welch & Forbes LLC 0.83% of their portfolio | 325.4k $62.0m | Added +2.4k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 311.6k $59.6m | Reduced -18.8k |
| C WorldWide Group Holding A/S 0.60% of their portfolio | 289.1k $55.3m | Unchanged |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 276.1k $52.9m | Added +43.5k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.46% of their portfolio | 262.6k $50.3m | Added +137.8k |
| California Public Employees Retirement System 0.04% of their portfolio | 259.0k $49.6m | Added +1.3k |
| BLAIR WILLIAM & CO/IL 0.15% of their portfolio | 257.9k $49.4m | Reduced -30.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 254.7k $48.8m | Added +62.5k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 251.5k $47.1m | Added +99.1k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 246.2k $47.1m | Added +162.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 238.3k $45.6m | Added +128.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 235.3k $45.0m | Added +2.8k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 232.5k $44.6m | Reduced -37.4k |
| UBS Group AG 0.01% of their portfolio | 228.1k $43.7m | Added +51.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 219.6k $42.0m | New |
| National Pension Service 0.05% of their portfolio | 216.8k $41.5m | Added +864 |
| NORDEA INVESTMENT MANAGEMENT AB 0.05% of their portfolio | 207.3k $39.8m | Added +17.7k |
| Baird Financial Group, Inc. 0.08% of their portfolio | 204.8k $39.2m | Reduced -222.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 200.5k $38.4m | Added +23.4k |
| Employees Retirement System of Texas 0.36% of their portfolio | 199.9k $38.3m | Added +41.9k |
| VAUGHAN DAVID INVESTMENTS LLC/IL 0.96% of their portfolio | 197.9k $37.9m | Added +6.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 181.5k $34.7m | Reduced -5.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 179.8k $34.4m | Added +12.5k |
| Aviso Financial Inc. 1.88% of their portfolio | 175.5k $33.7m | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 172.8k $33.1m | Added +29.5k |
| DANSKE BANK A/S 0.12% of their portfolio | 170.4k $32.6m | Reduced -21.5k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 167.6k $32.1m | Reduced -7.3k |
| MACKENZIE FINANCIAL CORP 0.05% of their portfolio | 167.2k $32.0m | Added +20.0k |
| Bridgewater Associates, LP 0.17% of their portfolio | 166.1k $31.8m | Added +17.4k |
| Jefferies Financial Group Inc. 0.61% of their portfolio | 160.9k $31.1m | Added +146.6k |
| Bellevue Group AG 0.48% of their portfolio | 155.9k $29.8m | Added +125.5k |
| AXA S.A. 0.04% of their portfolio | 155.5k $29.8m | Added +51.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.29% of their portfolio | 151.1k $28.9m | Added +23.6k |
| 2Xideas AG 3.61% of their portfolio | 151.0k $28.9m | Reduced -64.8k |
| MARTIN CURRIE LTD 1.01% of their portfolio | 146.7k $28.1m | Reduced -158.7k |
| APG Asset Management N.V. 0.05% of their portfolio | 142.6k $25.5m | Added +42.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 141.5k $27.1m | Reduced -30.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 136.4k $26.1m | Reduced -8.3k |
| Dundas Partners LLP 1.97% of their portfolio | 132.7k $25.4m | Added +23.8k |
| Washington Trust Advisors, Inc. 2.32% of their portfolio | 132.1k $25.3m | Reduced -2.8k |
| Triodos Investment Management BV 2.20% of their portfolio | 131.8k $25.2m | Added +17.3k |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.36% of their portfolio | 128.7k $24.6m | Reduced -429 |
| Capital Investment Services of America, Inc. 2.37% of their portfolio | 128.2k $24.5m | Reduced -2.7k |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 123.4k $23.7m | Added +5.1k |
| TUDOR INVESTMENT CORP ET AL 0.25% of their portfolio | 115.9k $22.2m | Reduced -55.1k |
| Susquehanna Portfolio Strategies, LLC 0.88% of their portfolio | 112.1k $21.5m | Reduced -2.2k |
| CITIGROUP INC 0.02% of their portfolio | 111.9k $21.4m | Added +13.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 111.2k $21.3m | Reduced -23.3k |
| Norinchukin Bank, The 0.60% of their portfolio | 109.8k $21.0m | Added +3.8k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 106.5k $20.4m | Added +14.4k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 105.2k $20.1m | Reduced -13.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 104.8k $20.1m | Reduced -27.6k |
| Lombard Odier Asset Management (Europe) Ltd 0.93% of their portfolio | 99.8k $19.1m | Added +46.8k |
| ST GERMAIN D J CO INC 0.92% of their portfolio | 99.1k $19.0m | Reduced -468 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio | 98.7k $18.9m | Added +14.2k |
| Avalon Trust Co 1.44% of their portfolio | 95.0k $18.2m | Added +350 |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 93.4k $17.9m | Added +164 |
| Man Group plc 0.05% of their portfolio | 90.8k $17.4m | Reduced -104.5k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 88.2k $16.9m | Reduced -11.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 88.2k $16.9m | Reduced -591 |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 87.7k $16.8m | Added +82.7k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 85.7k $16.4m | Added +13.3k |