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OSI Systems

200 hedge funds and large institutions have $1.56B invested in OSI Systems in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

18% more capital invested

Capital invested by funds: $1.32B → $1.56B (+$238M)

17% more funds holding

Funds holding: 171200 (+29)

0.85% less ownership

Funds ownership: 99.46%98.61% (-0.85%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $36.3M

Holders
200
Holders Change
+29
Holders Change %
+16.96%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
68
Reduced
54
Closed
12
Calls
$15.8M
Puts
$36.3M
Net Calls
-$20.5M
Net Calls Change
-$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$247M +$3.76M +44,961 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M +$6.34M +75,780 +4%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$148M -$1.51M -17,986 -1%
EARNEST Partners
4
EARNEST Partners
Georgia
$104M +$1.81M +21,646 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$93.4M -$1.42M -16,962 -2%
State Street
6
State Street
Massachusetts
$43.7M -$657K -7,853 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$42.9M +$8.36M +99,851 +26%
GIM
8
Granahan Investment Management
Massachusetts
$35.8M +$3.39M +40,534 +11%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$35.2M
ClearBridge Investments
10
ClearBridge Investments
New York
$33.6M +$29.5K +352 +0.1%
CS
11
Credit Suisse
Switzerland
$33.6M -$49.8M -595,445 -61%
WHG
12
Westwood Holdings Group
Texas
$30.5M -$8.8M -105,124 -23%
NPIC
13
Neumeier Poma Investment Counsel
California
$28.1M +$1.41M +16,875 +6%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$27.1M +$106K +1,264 +0.4%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$26M +$241K +2,880 +1%
Norges Bank
16
Norges Bank
Norway
$24.7M
Primecap Management
17
Primecap Management
California
$22.7M -$1.26M -15,000 -5%
TA
18
Teachers Advisors
New York
$21.1M -$77.5K -926 -0.4%
Northern Trust
19
Northern Trust
Illinois
$20.4M +$207K +2,476 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$20.3M +$683K +8,158 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$20M -$49.3K -589 -0.3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$18.5M +$1.47M +17,609 +9%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$16.2M +$852K +10,176 +6%
Ameriprise
24
Ameriprise
Minnesota
$14.2M +$28.1K +336 +0.2%
Wells Fargo
25
Wells Fargo
California
$13.6M -$9.51M -113,610 -42%

OSIS Hedge Fund Activity: Q1 2019 in Review

200 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q1 2019, worth a combined $1.56B — up 18% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OSIS positions and 12 closed out — a net gain of 31 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was ClariVest Asset Management, opening a new position worth an estimated $9.16M. The largest seller was Credit Suisse, cutting an estimated $49.8M.

  • 200 institutional investors held OSI Systems (OSIS) as of Q1 2019, up from 171 in Q4 2018.
  • Funds reported $1.56B of OSI Systems stock for Q1 2019, up 18% quarter-over-quarter.
  • 43 funds opened new OSI Systems positions in Q1 2019 and 12 closed out, a net change of +31 holders.
  • The largest OSI Systems buyer in Q1 2019 was ClariVest Asset Management, an estimated $9.16M added.
  • The largest OSI Systems seller in Q1 2019 was Credit Suisse, an estimated $49.8M sold.

Based on aggregated 13F filings for Q1 2019.