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OSI Systems

236 hedge funds and large institutions have $1.77B invested in OSI Systems in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $3.91M

13% more funds holding

Funds holding: 209236 (+27)

0% less capital invested

Capital invested by funds: $1.77B → $1.77B (-$4.14M)

1.01% less ownership

Funds ownership: 89.98%88.97% (-1%)

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
236
Holders Change
+27
Holders Change %
+12.92%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
70
Reduced
89
Closed
10
Calls
$4.97M
Puts
$3.91M
Net Calls
+$1.06M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$310M +$1.06M +8,759 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M +$5.98M +49,634 +3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$145M -$39.2M -324,857 -21%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$94.6M -$331K -2,747 -0.3%
State Street
5
State Street
Massachusetts
$77.4M -$288K -2,390 -0.4%
CS
6
Credit Suisse
Switzerland
$47.3M -$5.04M -41,837 -9%
ClearBridge Investments
7
ClearBridge Investments
New York
$46.1M -$171K -1,422 -0.4%
NPIC
8
Neumeier Poma Investment Counsel
California
$43.6M +$755K +6,265 +2%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$39.6M +$471K +3,910 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.8M +$1.16M +9,616 +3%
HRCM
11
Hood River Capital Management
Florida
$34.7M +$720K +5,970 +2%
Primecap Management
12
Primecap Management
California
$32.9M -$1.37M -11,360 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$26.2M -$1.79M -14,884 -6%
SFM
14
Systematic Financial Management
New Jersey
$25.4M +$481K +3,989 +2%
Charles Schwab
15
Charles Schwab
California
$24.8M +$323K +2,679 +1%
Boston Partners
16
Boston Partners
Massachusetts
$23.1M -$185K -1,532 -0.8%
OAM
17
Ophir Asset Management
Australia
$22.2M +$7.87M +65,259 +53%
Invesco
18
Invesco
Georgia
$21.6M +$535K +4,441 +2%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$21.6M +$11.7M +96,641 +112%
Northern Trust
20
Northern Trust
Illinois
$20.8M -$229K -1,896 -1%
Morgan Stanley
21
Morgan Stanley
New York
$20M +$3.61M +29,954 +22%
N
22
Nuveen
North Carolina
$18M -$172K -1,427 -0.9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16M -$1.01M -8,396 -6%
TAM
24
Thematics Asset Management
France
$15.7M +$1.33M +11,000 +9%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$15.6M +$2.05M +16,983 +15%

OSIS Hedge Fund Activity: Q3 2023 in Review

236 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q3 2023, worth a combined $1.77B — down 0.23% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OSIS positions and 10 closed out — a net gain of 27 holders — while 70 added to existing stakes and 89 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $11.7M. The largest seller was Janus Henderson Group, cutting an estimated $39.2M.

  • 236 institutional investors held OSI Systems (OSIS) as of Q3 2023, up from 209 in Q2 2023.
  • Funds reported $1.77B of OSI Systems stock for Q3 2023, down 0.23% quarter-over-quarter.
  • 37 funds opened new OSI Systems positions in Q3 2023 and 10 closed out, a net change of +27 holders.
  • The largest OSI Systems buyer in Q3 2023 was Robeco Institutional Asset Management, an estimated $11.7M added.
  • The largest OSI Systems seller in Q3 2023 was Janus Henderson Group, an estimated $39.2M sold.

Based on aggregated 13F filings for Q3 2023.