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OSI Systems

249 hedge funds and large institutions have $2.17B invested in OSI Systems in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

96% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.19M

10% more funds holding

Funds holding: 226249 (+23)

9% more capital invested

Capital invested by funds: $1.99B → $2.17B (+$176M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.78% less ownership

Funds ownership: 90.79%89.01% (-1.8%)

37% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 103

Holders
249
Holders Change
+23
Holders Change %
+10.18%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
46
Increased
65
Reduced
103
Closed
22
Calls
$2.33M
Puts
$1.19M
Net Calls
+$1.14M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
226
Richardson Financial Services
Massachusetts
$17K +$8.4K +64 +116%
SPIA
227
Steward Partners Investment Advisory
New York
$14.3K -$394 -3 -3%
CFS
228
CGC Financial Services
Oregon
$14.3K
RA
229
Rise Advisors
New York
$13.1K +$12.1K +92 New
PTC
230
Private Trust Company
Ohio
$11.6K
AWM
231
Avior Wealth Management
Nebraska
$11K +$3.54K +27 +54%
FHA
232
First Horizon Advisors
Tennessee
$10.1K +$8.01K +61 +610%
GI
233
GAMMA Investing
California
$9.57K -$8.14K -62 -48%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$8.71K +$263 +2 +3%
HMS
235
Hanseatic Management Services
New Mexico
$6.28K
LFA
236
LGT Financial Advisors
Texas
$6.14K
AF
237
Allworth Financial
California
$4.29K -$263 -2 -6%
BIA
238
Bell Investment Advisors
California
$4K
HI
239
Harbour Investments
Wisconsin
$3.43K
PA
240
Parallel Advisors
California
$3.14K
Bessemer Group
241
Bessemer Group
New Jersey
$3K
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.57K -$131 -1 -8%
UB
243
UMB Bank
Missouri
$857 +$788 +6 New
FGAM
244
Financial Gravity Asset Management
Texas
$763 +$656 +5 New
AWM
245
Abound Wealth Management
Tennessee
$429
ECM
246
Everence Capital Management
Indiana
$364
JWA
247
JFS Wealth Advisors
Pennsylvania
$286
SIC
248
SJS Investment Consulting
Ohio
$286
RIL
249
Rothschild Investment LLC
Illinois
$143 +$131 +1 New
SCM
250
SG Capital Management
Illinois
-$9.8M -75,919 Closed

OSIS Hedge Fund Activity: Q1 2024 in Review

249 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q1 2024, worth a combined $2.17B — up 8.8% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSIS positions and 22 closed out — a net gain of 24 holders — while 65 added to existing stakes and 103 trimmed.

The largest buyer was Clark Capital Management Group, adding an estimated $23.7M. The largest seller was Morgan Stanley, cutting an estimated $36.8M.

  • 249 institutional investors held OSI Systems (OSIS) as of Q1 2024, up from 226 in Q4 2023.
  • Funds reported $2.17B of OSI Systems stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 46 funds opened new OSI Systems positions in Q1 2024 and 22 closed out, a net change of +24 holders.
  • The largest OSI Systems buyer in Q1 2024 was Clark Capital Management Group, an estimated $23.7M added.
  • The largest OSI Systems seller in Q1 2024 was Morgan Stanley, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2024.