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OSI Systems

161 hedge funds and large institutions have $1.09B invested in OSI Systems in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $4.71M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $926M → $1.09B (+$161M)

6% less funds holding

Funds holding: 171161 (-10)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
161
Holders Change
-10
Holders Change %
-5.85%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
47
Reduced
62
Closed
34
Calls
$23.1M
Puts
$4.71M
Net Calls
+$18.4M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$18K +$17.9K +299 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$16K -$658 -11 -4%
GT
153
Glenmede Trust
Pennsylvania
$11K +$12K +200 New
FAM
154
Formidable Asset Management
Ohio
$6K
LNB
155
Ledyard National Bank
$4K
M&T Bank
156
M&T Bank
New York
$3K +$3.47K +58 New
Creative Planning
157
Creative Planning
Kansas
$2K -$1.5K -25 -47%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$2K
PTC
159
Private Trust Company
Ohio
$2K
GAM
160
Gemmer Asset Management
California
$2K +$2.1K +35 New
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$903 -$539 -9 -0.1%
WA
162
Whitebox Advisors
Minnesota
-$9.75M -183,571 Closed
Luther King Capital Management (LKCM)
163
Luther King Capital Management (LKCM)
Texas
-$8.32M -156,675 Closed
SG Americas Securities
164
SG Americas Securities
New York
-$6.79M -127,931 Closed
Fisher Asset Management
165
Fisher Asset Management
Washington
-$5M -94,060 Closed
CC
166
Coastland Capital
California
-$4.39M -82,571 Closed
DKCM
167
Davidson Kempner Capital Management
New York
-$3.91M -73,734 Closed
Boston Partners
168
Boston Partners
Massachusetts
-$3.58M -67,411 Closed
NM
169
Nokota Management
New York
-$2.66M -50,000 Closed
TI
170
Turner Investments
Pennsylvania
-$2.46M -46,240 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
-$2.24M -42,140 Closed
HRCM
172
Hood River Capital Management
Florida
-$2.19M -41,265 Closed
JP Morgan Chase
173
JP Morgan Chase
New York
-$1.34M -25,176 Closed
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
-$1.18M -22,268 Closed
BCM
175
Bourgeon Capital Management
Connecticut
-$1.06M -20,000 Closed

OSIS Hedge Fund Activity: Q1 2014 in Review

161 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q1 2014, worth a combined $1.09B — up 17% from $926M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of OSIS and 26 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 47 added.

The largest buyer was Janus Henderson Investors US, opening a new position worth an estimated $56.1M. The largest seller was WHV Investments, cutting an estimated $25M.

  • 161 institutional investors held OSI Systems (OSIS) as of Q1 2014, down from 171 in Q4 2013.
  • Funds reported $1.09B of OSI Systems stock for Q1 2014, up 17% quarter-over-quarter.
  • 26 funds opened new OSI Systems positions in Q1 2014 and 34 closed out, a net change of -8 holders.
  • The largest OSI Systems buyer in Q1 2014 was Janus Henderson Investors US, an estimated $56.1M added.
  • The largest OSI Systems seller in Q1 2014 was WHV Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2014.