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OSI Systems

154 hedge funds and large institutions have $1.33B invested in OSI Systems in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $14.1M

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

19% more capital invested

Capital invested by funds: $1.12B → $1.33B (+$209M)

17% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 54

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 154154 (0)

Holders
154
Holders Change
Holders Change %
0%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.19%
New
14
Increased
63
Reduced
54
Closed
13
Calls
$51.4M
Puts
$14.1M
Net Calls
+$37.3M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
126
KeyBank National Association
Ohio
$250K
OC
127
Oppenheimer & Co
New York
$244K -$57.9K -816 -20%
MSA
128
Mason Street Advisors
Wisconsin
$206K +$11.6K +164 +6%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$176K +$75.9K +1,069 +82%
PI
130
PineBridge Investments
New York
$160K +$4.69K +66 +3%
Citigroup
131
Citigroup
New York
$132K -$15.1K -212 -11%
TRCT
132
Tower Research Capital (TRC)
New York
$121K +$116K +1,631 New
U
133
UBS
Switzerland
$100K -$57.9K -815 -38%
US Bancorp
134
US Bancorp
Minnesota
$99K +$78K +1,099 +460%
FNYS
135
First New York Securities
New York
$74K -$852K -12,000 -92%
ClearBridge Investments
136
ClearBridge Investments
New York
$52K
BlackRock
137
BlackRock
New York
$48K
TCOV
138
Trust Company of Vermont
Vermont
$37K
HNB
139
Huntington National Bank
Ohio
$37K +$1.14K +16 +3%
LNB
140
Ledyard National Bank
$37K +$35.5K +500 New
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$33K -$4.83K -68 -13%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$30K +$1.42K +20 +5%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K +$23.3K +328 New
Parallax Volatility Advisers
144
Parallax Volatility Advisers
California
$21K -$42.7K -601 -69%
ST
145
SpiderRock Trading
Illinois
$21K
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$16K -$7.03K -99 -31%
FAM
147
Formidable Asset Management
Ohio
$8K +$7.1K +100 New
GT
148
Glenmede Trust
Pennsylvania
$7K
RA
149
Rational Advisors
New York
$5K
Creative Planning
150
Creative Planning
Kansas
$4K

OSIS Hedge Fund Activity: Q3 2013 in Review

154 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q3 2013, worth a combined $1.33B — up 19% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OSIS positions and 13 closed out — a net gain of 1 holder — while 63 added to existing stakes and 54 trimmed.

The largest buyer was SAB Capital Management, opening a new position worth an estimated $57.5M. The largest seller was Tremblant Capital Group, cutting an estimated $38.1M.

  • 154 institutional investors held OSI Systems (OSIS) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $1.33B of OSI Systems stock for Q3 2013, up 19% quarter-over-quarter.
  • 14 funds opened new OSI Systems positions in Q3 2013 and 13 closed out, a net change of +1 holder.
  • The largest OSI Systems buyer in Q3 2013 was SAB Capital Management, an estimated $57.5M added.
  • The largest OSI Systems seller in Q3 2013 was Tremblant Capital Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2013.