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OSI Systems

183 hedge funds and large institutions have $1.54B invested in OSI Systems in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

160% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $1.17M

33% more capital invested

Capital invested by funds: $1.15B → $1.54B (+$384M)

1.06% more ownership

Funds ownership: 90.76%91.82% (+1.1%)

3% less funds holding

Funds holding: 189183 (-6)

13% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 68

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
183
Holders Change
-6
Holders Change %
-3.17%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
59
Reduced
68
Closed
28
Calls
$3.03M
Puts
$1.17M
Net Calls
+$1.86M
Net Calls Change
+$565K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M -$30.3M -326,847 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M -$1.3M -14,059 -0.8%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$179M -$7.69M -83,002 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.2M +$919K +9,917 +1%
State Street
5
State Street
Massachusetts
$68.3M +$703K +7,591 +1%
CS
6
Credit Suisse
Switzerland
$50M -$1.93M -20,833 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$41.7M +$4.94M +53,343 +15%
ClearBridge Investments
8
ClearBridge Investments
New York
$40M +$620K +6,695 +2%
NPIC
9
Neumeier Poma Investment Counsel
California
$36.7M +$3.05M +32,925 +10%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$33.8M +$2.25M +24,250 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.5M +$959K +10,355 +3%
Primecap Management
12
Primecap Management
California
$30.1M +$95.4K +1,030 +0.4%
SFM
13
Systematic Financial Management
New Jersey
$22.1M +$4.38M +47,258 +28%
Boston Partners
14
Boston Partners
Massachusetts
$22.1M +$3.72M +40,176 +24%
Invesco
15
Invesco
Georgia
$21.6M -$1.14M -12,283 -6%
Ameriprise
16
Ameriprise
Minnesota
$20.8M -$665K -7,176 -3%
CCMLC
17
Cardinal Capital Management LLC (Connecticut)
Connecticut
$20.7M -$1.09M -11,775 -5%
Charles Schwab
18
Charles Schwab
California
$20.3M +$87.4K +944 +0.5%
Northern Trust
19
Northern Trust
Illinois
$17.5M -$604K -6,520 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$15.3M -$307K -3,311 -2%
N
21
Nuveen
North Carolina
$14.2M -$166K -1,790 -1%
Norges Bank
22
Norges Bank
Norway
$14.1M -$3.57M -38,576 -22%
LSV Asset Management
23
LSV Asset Management
Illinois
$14.1M -$463K -5,000 -4%
PCA
24
Prospect Capital Advisors
California
$13M -$773K -8,350 -6%
Citadel Advisors
25
Citadel Advisors
Florida
$12.6M +$5.3M +57,186 +87%

OSIS Hedge Fund Activity: Q1 2023 in Review

183 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q1 2023, worth a combined $1.54B — up 33% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of OSIS and 23 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 59 added.

The largest buyer was Envestnet Asset Management, adding an estimated $41.1M. The largest seller was BlackRock, cutting an estimated $30.3M.

  • 183 institutional investors held OSI Systems (OSIS) as of Q1 2023, down from 189 in Q4 2022.
  • Funds reported $1.54B of OSI Systems stock for Q1 2023, up 33% quarter-over-quarter.
  • 23 funds opened new OSI Systems positions in Q1 2023 and 28 closed out, a net change of -5 holders.
  • The largest OSI Systems buyer in Q1 2023 was Envestnet Asset Management, an estimated $41.1M added.
  • The largest OSI Systems seller in Q1 2023 was BlackRock, an estimated $30.3M sold.

Based on aggregated 13F filings for Q1 2023.