Omnicell
OMCL
174 hedge funds and large institutions have $841M invested in Omnicell in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
8% more capital invested
Capital invested by funds: $776M → $841M (+$65M)
2% more funds holding
Funds holding: 171 → 174 (+3)
18% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 74
21% less call options, than puts
Call options by funds: $235K | Put options by funds: $299K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$16.7M |
| 2 |
BSA
Braun Stacey Associates
New York
|
+$6M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$5.72M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$5.26M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.2M |
| 2 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$9.2M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$6.45M |
| 4 |
KIA
Kopp Investment Advisors
Bloomington,
Minnesota
|
-$5.15M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.83M |
OMCL Hedge Fund Activity: Q4 2013 in Review
174 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Omnicell (OMCL) for Q4 2013, worth a combined $841M — up 8.4% from $776M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new OMCL positions and 21 closed out — a net gain of 3 holders — while 61 added to existing stakes and 74 trimmed.
The largest buyer was Champlain Investment Partners, adding an estimated $16.7M. The largest seller was Wells Fargo, cutting an estimated $10.2M.
- 174 institutional investors held Omnicell (OMCL) as of Q4 2013, up from 171 in Q3 2013.
- Funds reported $841M of Omnicell stock for Q4 2013, up 8.4% quarter-over-quarter.
- 24 funds opened new Omnicell positions in Q4 2013 and 21 closed out, a net change of +3 holders.
- The largest Omnicell buyer in Q4 2013 was Champlain Investment Partners, an estimated $16.7M added.
- The largest Omnicell seller in Q4 2013 was Wells Fargo, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2013.