We are live on ! Find out more
OSIS icon

OSI Systems
OSIS

171 hedge funds and large institutions have $926M invested in OSI Systems in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more call options, than puts

Call options by funds: $49.6M | Put options by funds: $6.89M

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

11% more funds holding

Funds holding: 154 → 171 (+17)

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

31% less capital invested

Capital invested by funds: $1.33B → $926M (-$407M)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
43
Increased
57
Reduced
55
Closed
24
Calls
$49.6M
Puts
$6.89M
Net Calls
+$42.7M
Net Calls Change
+$5.42M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$25M
2
BIT
BlackRock Institutional Trust
California
+$22.9M
3
ICM
Ionic Capital Management
New York
+$19.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13M
5
WA
Whitebox Advisors
Minnesota
+$12.6M

Top Sellers

1
SCM
SAB Capital Management
New York
-$60.3M
2
SIMG
Stephens Investment Management Group
Texas
-$36.8M
3
TI
Turner Investments
Pennsylvania
-$20.1M
4
FMA
Fiduciary Management Associates
Illinois
-$18.5M
5
TCG
Tremblant Capital Group
Florida
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Washington Capital Management
Washington
$3.6M +$1.46M +21,361 +46%
Boston Partners
52
Boston Partners
Massachusetts
$3.58M +$4.61M +67,411 New
MAA
53
Managed Account Advisors
New Jersey
$3.58M +$1.48M +21,617 +47%
OAM
54
Oxford Asset Management
United Kingdom
$3.57M +$2.2M +32,121 +91%
Charles Schwab
55
Charles Schwab
California
$3.02M +$425K +6,208 +12%
Goldman Sachs
56
Goldman Sachs
New York
$2.99M +$2.2M +32,216 +134%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$2.94M +$926K +13,538 +31%
Invesco
58
Invesco
Georgia
$2.7M -$665K -9,719 -16%
NFA
59
Nationwide Fund Advisors
Ohio
$2.67M +$583K +8,514 +20%
NM
60
Nokota Management
New York
$2.66M +$3.42M +50,000 New
Two Sigma Advisers
61
Two Sigma Advisers
New York
$2.51M +$1.09M +15,900 +51%
TI
62
Turner Investments
Pennsylvania
$2.46M -$20.1M -293,976 -86%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.44M +$34.2K +500 +1%
Credit Agricole
64
Credit Agricole
France
$2.42M -$770K -11,251 -20%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$2.4M – – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.34M – – –
Prudential Financial
67
Prudential Financial
New Jersey
$2.33M -$2.74K -40 -0.1%
ECP
68
Elk Creek Partners
Colorado
$2.31M +$2.98M +43,533 New
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$2.24M +$2.88M +42,140 New
Bank of America
70
Bank of America
North Carolina
$2.21M +$736K +10,754 +35%
HRCM
71
Hood River Capital Management
Florida
$2.19M -$7.77M -113,577 -73%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.92M +$20.5K +300 +0.8%
GF
73
Gerstein Fisher
New York
$1.84M – – –
CL
74
CSS LLC
Illinois
$1.61M +$2.08M +30,361 New
TA
75
Teachers Advisors
New York
$1.55M +$82.8K +1,210 +4%
1 2
3
4 5

OSIS Hedge Fund Activity: Q4 2013 in Review

171 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q4 2013, worth a combined $926M — down 31% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OSIS positions and 24 closed out — a net gain of 19 holders — while 57 added to existing stakes and 55 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $25M. The largest seller was SAB Capital Management, exiting entirely with an estimated $60.3M sold.

  • 171 institutional investors held OSI Systems (OSIS) as of Q4 2013, up from 154 in Q3 2013.
  • Funds reported $926M of OSI Systems stock for Q4 2013, down 31% quarter-over-quarter.
  • 43 funds opened new OSI Systems positions in Q4 2013 and 24 closed out, a net change of +19 holders.
  • The largest OSI Systems buyer in Q4 2013 was ClearBridge Investments, an estimated $25M added.
  • The largest OSI Systems seller in Q4 2013 was SAB Capital Management, an estimated $60.3M sold.

Based on aggregated 13F filings for Q4 2013.