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OSI Systems

249 hedge funds and large institutions have $2.17B invested in OSI Systems in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

96% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.19M

10% more funds holding

Funds holding: 226249 (+23)

9% more capital invested

Capital invested by funds: $1.99B → $2.17B (+$176M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.78% less ownership

Funds ownership: 90.79%89.01% (-1.8%)

37% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 103

Holders
249
Holders Change
+23
Holders Change %
+10.18%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
46
Increased
65
Reduced
103
Closed
22
Calls
$2.33M
Puts
$1.19M
Net Calls
+$1.14M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$120K +$88.3K +673 +398%
Simplex Trading
202
Simplex Trading
Illinois
$118K -$216K -1,649 -67%
FFA
203
Farther Finance Advisors
California
$113K
RMC
204
Resources Management Corp
Connecticut
$106K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$74.6K +$11.4K +87 +20%
CTC
206
Central Trust Company
Missouri
$71.4K
WWP
207
WR Wealth Planners
Missouri
$71.4K +$65.6K +500 New
C
208
Covestor
United Kingdom
$69K +$63K +480 +48,000%
CA
209
Clearstead Advisors
Ohio
$68.1K
Walleye Capital
210
Walleye Capital
New York
$67.7K +$62.2K +474 New
CIA
211
Cape Investment Advisory
Georgia
$62.8K +$57.8K +440 New
VFA
212
Virtus Fund Advisers
Connecticut
$62.1K -$12.5K -95 -18%
LSV Asset Management
213
LSV Asset Management
Illinois
$57K -$2.65M -20,171 -98%
EWA
214
EverSource Wealth Advisors
Alabama
$52.2K +$3.54K +27 +7%
KBC Group
215
KBC Group
Belgium
$52K -$17.2K -131 -27%
LC
216
Lindbrook Capital
California
$41K
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.1K -$2.49K -19 -7%
AssetMark Inc
218
AssetMark Inc
California
$34.8K -$3.94K -30 -11%
QCG
219
Quadrant Capital Group
Ohio
$33.8K -$1.31K -10 -4%
GRP
220
Global Retirement Partners
California
$30.4K +$25.5K +194 +1,021%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$29.8K +$27.8K +212 New
WPA
222
West Paces Advisors
Georgia
$28K +$25.7K +196 New
US Bancorp
223
US Bancorp
Minnesota
$24.7K +$2.89K +22 +15%
EC
224
EntryPoint Capital
New York
$23.3K +$21.4K +163 New
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$21.7K +$1.44K +11 +8%

OSIS Hedge Fund Activity: Q1 2024 in Review

249 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q1 2024, worth a combined $2.17B — up 8.8% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSIS positions and 22 closed out — a net gain of 24 holders — while 65 added to existing stakes and 103 trimmed.

The largest buyer was Clark Capital Management Group, adding an estimated $23.7M. The largest seller was Morgan Stanley, cutting an estimated $36.8M.

  • 249 institutional investors held OSI Systems (OSIS) as of Q1 2024, up from 226 in Q4 2023.
  • Funds reported $2.17B of OSI Systems stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 46 funds opened new OSI Systems positions in Q1 2024 and 22 closed out, a net change of +24 holders.
  • The largest OSI Systems buyer in Q1 2024 was Clark Capital Management Group, an estimated $23.7M added.
  • The largest OSI Systems seller in Q1 2024 was Morgan Stanley, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2024.