We are live on ! Find out more
OSIS icon

OSI Systems

226 hedge funds and large institutions have $1.99B invested in OSI Systems in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $6.72M | Put options by funds: $2.55M

13% more capital invested

Capital invested by funds: $1.77B → $1.99B (+$221M)

1.82% more ownership

Funds ownership: 88.97%90.79% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 80

4% less funds holding

Funds holding: 236226 (-10)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

Holders
226
Holders Change
-10
Holders Change %
-4.24%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
78
Reduced
80
Closed
37
Calls
$6.72M
Puts
$2.55M
Net Calls
+$4.17M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$341M +$2.14M +17,939 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$271M +$12.8M +107,383 +5%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$159M +$160K +1,346 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$106M +$2.18M +18,298 +2%
State Street
5
State Street
Massachusetts
$88.7M +$3.75M +31,466 +5%
Morgan Stanley
6
Morgan Stanley
New York
$59.1M +$34.3M +288,418 +170%
CS
7
Credit Suisse
Switzerland
$50.9M -$830K -6,967 -2%
ClearBridge Investments
8
ClearBridge Investments
New York
$50.4M -$3.93K -33 -0%
NPIC
9
Neumeier Poma Investment Counsel
California
$49.3M +$1.5M +12,570 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$45.1M +$2.51M +21,101 +6%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$43M -$256K -2,154 -0.6%
HRCM
12
Hood River Capital Management
Florida
$37.3M -$626K -5,258 -2%
Primecap Management
13
Primecap Management
California
$36.8M +$739K +6,210 +2%
SFM
14
Systematic Financial Management
New Jersey
$31.2M +$3.16M +26,549 +12%
Marshall Wace
15
Marshall Wace
United Kingdom
$27.8M +$23.1M +193,624 +903%
Charles Schwab
16
Charles Schwab
California
$27.3M +$205K +1,722 +0.8%
JP Morgan Chase
17
JP Morgan Chase
New York
$26.3M -$2.15M -18,093 -8%
Boston Partners
18
Boston Partners
Massachusetts
$25.2M -$736K -6,181 -3%
Invesco
19
Invesco
Georgia
$24.5M +$780K +6,549 +4%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$23.1M -$473K -3,972 -2%
OAM
21
Ophir Asset Management
Australia
$22.8M -$1.42M -11,901 -6%
Northern Trust
22
Northern Trust
Illinois
$22.4M -$254K -2,133 -1%
TAM
23
Thematics Asset Management
France
$20.4M +$2.98M +25,000 +19%
N
24
Nuveen
North Carolina
$19.7M +$60.4K +507 +0.3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$17.1M -$399K -3,354 -2%

OSIS Hedge Fund Activity: Q4 2023 in Review

226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q4 2023, worth a combined $1.99B — up 13% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of OSIS and 29 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 78 added.

The largest buyer was Morgan Stanley, adding an estimated $34.3M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $8.45M sold.

  • 226 institutional investors held OSI Systems (OSIS) as of Q4 2023, down from 236 in Q3 2023.
  • Funds reported $1.99B of OSI Systems stock for Q4 2023, up 13% quarter-over-quarter.
  • 29 funds opened new OSI Systems positions in Q4 2023 and 37 closed out, a net change of -8 holders.
  • The largest OSI Systems buyer in Q4 2023 was Morgan Stanley, an estimated $34.3M added.
  • The largest OSI Systems seller in Q4 2023 was Intrinsic Edge Capital Management, an estimated $8.45M sold.

Based on aggregated 13F filings for Q4 2023.