Guru Ownership Trend
Guru Analysis for Masimo Corporation (MASI)
Masimo Corporation (MASI), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $395.08 M.
Top institutional holders include Cliff Asness and Andreas Halvorsen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $85.71 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Andreas Halvorsen reduced exposure by 52.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Masimo Corporation (MASI)
Major holders include Cliff Asness ($141.94 M), Andreas Halvorsen ($66.9 M), Joel Greenblatt ($44.51 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.25 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $85.71 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited MASI. The total reported sell value was $87.71 M.
Yes, 2 managers opened new positions in MASI, and 2 increased their existing holdings. The total reported buy value was $173.42 M.