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OSI Systems
OSIS

209 hedge funds and large institutions have $1.77B invested in OSI Systems in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

826% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $271K

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $1.54B → $1.77B (+$235M)

14% more funds holding

Funds holding: 183 → 209 (+26)

1.84% less ownership

Funds ownership: 91.82% → 89.98% (-1.8%)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
209
Holders Change
+26
Holders Change %
+14.21%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
59
Reduced
74
Closed
17
Calls
$2.51M
Puts
$271K
Net Calls
+$2.24M
Net Calls Change
+$376K

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$33M
2
OAM
Ophir Asset Management
Australia
+$14.1M
3
TAM
Thematics Asset Management
France
+$14M
4
IECM
Intrinsic Edge Capital Management
Illinois
+$13.1M
5
Millennium Management
Millennium Management
New York
+$11.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$50.6M
2
BlackRock
BlackRock
New York
-$40M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$22.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$19.6M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$308M -$40M -349,048 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M +$10.6M +92,377 +5%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$183M -$22.4M -195,613 -11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$94.8M +$115K +1,001 +0.1%
State Street
5
State Street
Massachusetts
$77.6M -$984K -8,577 -1%
CS
6
Credit Suisse
Switzerland
$52.2M -$5.2M -45,287 -9%
ClearBridge Investments
7
ClearBridge Investments
New York
$46.2M +$139K +1,214 +0.3%
NPIC
8
Neumeier Poma Investment Counsel
California
$42.8M +$476K +4,145 +1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$39M +$98.4K +858 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$37.5M +$165K +1,438 +0.5%
Primecap Management
11
Primecap Management
California
$34.2M -$458K -3,990 -1%
HRCM
12
Hood River Capital Management
Florida
$33.9M +$33M +287,945 New
JP Morgan Chase
13
JP Morgan Chase
New York
$27.9M -$19.6M -170,766 -42%
SFM
14
Systematic Financial Management
New Jersey
$24.9M -$612K -5,334 -2%
Charles Schwab
15
Charles Schwab
California
$24.4M +$976K +8,510 +4%
Boston Partners
16
Boston Partners
Massachusetts
$23.9M -$715K -6,231 -3%
Invesco
17
Invesco
Georgia
$21M -$3.72M -32,407 -15%
Northern Trust
18
Northern Trust
Illinois
$21M +$799K +6,964 +4%
N
19
Nuveen
North Carolina
$18.1M +$1.69M +14,714 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17M -$623K -5,429 -4%
Morgan Stanley
21
Morgan Stanley
New York
$16.4M +$3.03M +26,390 +23%
LSV Asset Management
22
LSV Asset Management
Illinois
$15.8M -$367K -3,202 -2%
Norges Bank
23
Norges Bank
Norway
$15.7M -$532K -4,639 -3%
OAM
24
Ophir Asset Management
Australia
$14.5M +$14.1M +123,001 New
TAM
25
Thematics Asset Management
France
$14.4M +$14M +122,000 New
1
2 3 4 5

OSIS Hedge Fund Activity: Q2 2023 in Review

209 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q2 2023, worth a combined $1.77B — up 15% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OSIS positions and 17 closed out — a net gain of 26 holders — while 59 added to existing stakes and 74 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $33M. The largest seller was Envestnet Asset Management, cutting an estimated $50.6M.

  • 209 institutional investors held OSI Systems (OSIS) as of Q2 2023, up from 183 in Q1 2023.
  • Funds reported $1.77B of OSI Systems stock for Q2 2023, up 15% quarter-over-quarter.
  • 43 funds opened new OSI Systems positions in Q2 2023 and 17 closed out, a net change of +26 holders.
  • The largest OSI Systems buyer in Q2 2023 was Hood River Capital Management, an estimated $33M added.
  • The largest OSI Systems seller in Q2 2023 was Envestnet Asset Management, an estimated $50.6M sold.

Based on aggregated 13F filings for Q2 2023.