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OSI Systems

183 hedge funds and large institutions have $1.47B invested in OSI Systems in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $9.05M | Put options by funds: $2.15M

101.36% more ownership

Funds ownership: 0%101.36% (+101%)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

21% more capital invested

Capital invested by funds: $1.21B → $1.47B (+$257M)

3% more funds holding

Funds holding: 178183 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
4.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
59
Reduced
60
Closed
26
Calls
$9.05M
Puts
$2.15M
Net Calls
+$6.9M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$17.5M -$7.22M -100,109 -30%
Northern Trust
27
Northern Trust
Illinois
$17.4M -$1.25M -17,332 -7%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$16.3M +$57.7K +800 +0.4%
RRAM
29
River Road Asset Management
Kentucky
$13.5M -$1.43M -19,895 -10%
Morgan Stanley
30
Morgan Stanley
New York
$13.1M +$5.64M +78,280 +83%
GIPM
31
G2 Investment Partners Management
New York
$11.6M +$4.49M +62,344 +69%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$10.4M +$488K +6,774 +5%
Invesco
33
Invesco
Georgia
$10.3M +$813K +11,281 +9%
Principal Financial Group
34
Principal Financial Group
Iowa
$10.1M +$183K +2,532 +2%
Bank of America
35
Bank of America
North Carolina
$9.67M -$355K -4,920 -4%
William Blair Investment Management
36
William Blair Investment Management
Illinois
$9.64M +$1.62M +22,409 +22%
SCM
37
SG Capital Management
Illinois
$9M +$8.53M +118,255 New
SRFM
38
Shannon River Fund Management
New York
$8.92M +$8.45M +117,220 New
PCA
39
Prospect Capital Advisors
California
$7.49M +$544K +7,550 +8%
Charles Schwab
40
Charles Schwab
California
$7.33M +$863K +11,976 +14%
BIM
41
BlackRock Investment Management
Delaware
$7.29M +$1.12M +15,600 +19%
Deutsche Bank
42
Deutsche Bank
Germany
$7.01M -$3.48M -48,250 -34%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$6.56M +$810K +11,237 +15%
PPA
44
Parametric Portfolio Associates
Washington
$6.1M -$4.35M -60,310 -43%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$5.89M -$4.8M -66,510 -46%
Macquarie Group
46
Macquarie Group
Australia
$5.72M -$201K -2,782 -4%
RIM
47
Rainier Investment Management
Washington
$5.42M -$4.05M -56,140 -44%
ZIM
48
Zacks Investment Management
Illinois
$5.23M +$329K +4,562 +7%
CAM
49
Cortina Asset Management
Wisconsin
$5.01M +$4.74M +65,784 New
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$4.86M -$79.5K -1,102 -2%

OSIS Hedge Fund Activity: Q4 2016 in Review

183 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q4 2016, worth a combined $1.47B — up 21% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OSIS positions and 26 closed out — a net gain of 8 holders — while 59 added to existing stakes and 60 trimmed.

The largest buyer was Daruma Capital Management, adding an estimated $28.9M. The largest seller was Snow Capital Management, cutting an estimated $23.7M.

  • 183 institutional investors held OSI Systems (OSIS) as of Q4 2016, up from 178 in Q3 2016.
  • Funds reported $1.47B of OSI Systems stock for Q4 2016, up 21% quarter-over-quarter.
  • 34 funds opened new OSI Systems positions in Q4 2016 and 26 closed out, a net change of +8 holders.
  • The largest OSI Systems buyer in Q4 2016 was Daruma Capital Management, an estimated $28.9M added.
  • The largest OSI Systems seller in Q4 2016 was Snow Capital Management, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2016.