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OSI Systems

183 hedge funds and large institutions have $1.27B invested in OSI Systems in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

710% more call options, than puts

Call options by funds: $45M | Put options by funds: $5.56M

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 61

10% more capital invested

Capital invested by funds: $1.15B → $1.27B (+$117M)

8% more funds holding

Funds holding: 170183 (+13)

Holders
183
Holders Change
+13
Holders Change %
+7.65%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
27
Increased
70
Reduced
61
Closed
12
Calls
$45M
Puts
$5.56M
Net Calls
+$39.5M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
1
Janus Henderson Investors US
Colorado
$101M +$4.06M +59,548 +4%
Wells Fargo
2
Wells Fargo
California
$101M -$2.95M -43,236 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.1M +$859K +12,590 +1%
BFA
4
BlackRock Fund Advisors
California
$75.5M +$7.25M +106,284 +11%
ClearBridge Investments
5
ClearBridge Investments
New York
$48.7M -$234K -3,435 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.7M +$4.68M +68,573 +11%
BIT
7
BlackRock Institutional Trust
California
$41.6M -$3.48M -51,001 -8%
CS
8
Credit Suisse
Switzerland
$40.6M -$9.16M -134,282 -19%
Morgan Stanley
9
Morgan Stanley
New York
$36.4M +$210K +3,077 +0.6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$30.3M +$1.43M +20,930 +5%
ICM
11
Ionic Capital Management
New York
$29.2M -$13.1M -191,886 -32%
BA
12
BlackRock Advisors
Delaware
$26.2M -$2.86M -41,950 -10%
State Street
13
State Street
Massachusetts
$26M +$437K +6,414 +2%
GAM
14
Gotham Asset Management
New York
$25.7M +$15.5M +227,908 +169%
Ameriprise
15
Ameriprise
Minnesota
$20.7M +$3.57M +52,355 +22%
EIP
16
Epoch Investment Partners
New York
$20.7M +$170K +2,494 +0.9%
TCG
17
Tremblant Capital Group
Florida
$19.7M -$29M -425,522 -60%
Northern Trust
18
Northern Trust
Illinois
$17.8M -$958K -14,051 -5%
NPIC
19
Neumeier Poma Investment Counsel
California
$17.5M +$196K +2,875 +1%
SFM
20
Systematic Financial Management
New Jersey
$14.6M +$14.1M +206,896 New
Deutsche Bank
21
Deutsche Bank
Germany
$14.6M +$3.13M +45,905 +29%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$14.2M
Norges Bank
23
Norges Bank
Norway
$13.5M +$4.21M +61,691 +48%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$13.2M -$464K -6,804 -4%
SBH
25
Segall Bryant & Hamill
Illinois
$12.9M -$346K -5,072 -3%

OSIS Hedge Fund Activity: Q4 2014 in Review

183 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q4 2014, worth a combined $1.27B — up 10% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OSIS positions and 12 closed out — a net gain of 15 holders — while 70 added to existing stakes and 61 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $15.5M. The largest seller was Tremblant Capital Group, cutting an estimated $29M.

  • 183 institutional investors held OSI Systems (OSIS) as of Q4 2014, up from 170 in Q3 2014.
  • Funds reported $1.27B of OSI Systems stock for Q4 2014, up 10% quarter-over-quarter.
  • 27 funds opened new OSI Systems positions in Q4 2014 and 12 closed out, a net change of +15 holders.
  • The largest OSI Systems buyer in Q4 2014 was Gotham Asset Management, an estimated $15.5M added.
  • The largest OSI Systems seller in Q4 2014 was Tremblant Capital Group, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2014.