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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
Wells Fargo
1
Wells Fargo
California
$128M -$1.7M -23,960 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$88.9M +$2.6M +36,566 +3%
TCG
3
Tremblant Capital Group
Florida
$79.3M -$38.1M -536,563 -33%
BFA
4
BlackRock Fund Advisors
California
$76.8M +$7.44M +104,765 +11%
SCM
5
SAB Capital Management
New York
$60.3M +$57.5M +810,290 New
SBH
6
Segall Bryant & Hamill
Illinois
$41.8M -$3.5M -49,336 -8%
FAM
7
Fred Alger Management
New York
$39.2M -$2.08M -29,230 -5%
BIT
8
BlackRock Institutional Trust
California
$38.3M -$325K -4,582 -0.9%
SIMG
9
Stephens Investment Management Group
Texas
$36.8M +$14.2M +200,350 +68%
KCM
10
Kennedy Capital Management
Missouri
$35.2M -$9.77M -137,588 -23%
CS
11
Credit Suisse
Switzerland
$34.9M +$8.91M +125,451 +36%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$33.5M +$499K +7,034 +2%
WI
13
WHV Investments
California
$30.1M -$1.54M -21,700 -5%
CAM
14
Cortina Asset Management
Wisconsin
$29.4M +$8.71M +122,732 +45%
State Street
15
State Street
Massachusetts
$28.6M +$66.7K +939 +0.2%
TI
16
Turner Investments
Pennsylvania
$25.3M -$8.34M -117,450 -26%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$24.4M +$23.2M +327,420 New
Northern Trust
18
Northern Trust
Illinois
$23M -$707K -9,957 -3%
BA
19
BlackRock Advisors
Delaware
$22M +$49.4K +696 +0.2%
WRF
20
Waddell & Reed Financial
Kansas
$20.1M -$1.35M -19,000 -7%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$19.7M +$1.62M +22,876 +9%
FMA
22
Fiduciary Management Associates
Illinois
$18.5M +$2.73M +38,520 +18%
UBS AM
23
UBS AM
Illinois
$18.2M +$591K +8,327 +4%
MCM
24
Montibus Capital Management
Oregon
$17M +$7.42M +104,552 +84%
EIP
25
Epoch Investment Partners
New York
$16.8M +$667K +9,400 +4%

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.