OSI Systems
OSIS
226 hedge funds and large institutions have $1.99B invested in OSI Systems in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 37 closing their positions.
163% more call options, than puts
Call options by funds: $6.72M | Put options by funds: $2.55M
13% more capital invested
Capital invested by funds: $1.77B → $1.99B (+$221M)
1.82% more ownership
Funds ownership: 88.97% → 90.79% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 80
4% less funds holding
Funds holding: 236 → 226 (-10)
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$34.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$23.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.8M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$8.74M |
| 5 |
Man Group
London,
United Kingdom
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$8.45M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.6M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$4.58M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$4.07M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$3.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FC
251
FORA Capital
Miami,
Florida
| – | -$235K | -1,995 | Closed |
|
|
YIH
252
Y-Intercept (HK)
Hong Kong
| – | -$235K | -1,995 | Closed |
|
253
Lido Advisors
Los Angeles,
California
| – | -$216K | -1,826 | Closed |
|
254
Point72 Asset Management
Stamford,
Connecticut
| – | -$174K | -1,473 | Closed |
|
255
SG Americas Securities
New York
| – | -$118K | -996 | Closed |
|
|
WWP
256
WR Wealth Planners
Columbia,
Missouri
| – | -$59K | -500 | Closed |
|
|
PPC
257
Park Place Capital
Homewood,
Alabama
| – | -$21.7K | -184 | Closed |
|
|
AS
258
Altshuler Shaham
Tel Aviv,
Israel
| – | -$21.2K | -180 | Closed |
|
|
ETC
259
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$9.09K | -77 | Closed |
|
|
UFF
260
USA Financial Formulas
Ada,
Michigan
| – | -$4.6K | -39 | Closed |
|
|
CFGS
261
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$357 | -3 | Closed |
|
OSIS Hedge Fund Activity: Q4 2023 in Review
226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q4 2023, worth a combined $1.99B — up 13% from $1.77B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of OSIS and 29 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 78 added.
The largest buyer was Morgan Stanley, adding an estimated $34.3M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $8.45M sold.
- 226 institutional investors held OSI Systems (OSIS) as of Q4 2023, down from 236 in Q3 2023.
- Funds reported $1.99B of OSI Systems stock for Q4 2023, up 13% quarter-over-quarter.
- 29 funds opened new OSI Systems positions in Q4 2023 and 37 closed out, a net change of -8 holders.
- The largest OSI Systems buyer in Q4 2023 was Morgan Stanley, an estimated $34.3M added.
- The largest OSI Systems seller in Q4 2023 was Intrinsic Edge Capital Management, an estimated $8.45M sold.
Based on aggregated 13F filings for Q4 2023.