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OSI Systems

249 hedge funds and large institutions have $2.17B invested in OSI Systems in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

96% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.19M

10% more funds holding

Funds holding: 226249 (+23)

9% more capital invested

Capital invested by funds: $1.99B → $2.17B (+$176M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.78% less ownership

Funds ownership: 90.79%89.01% (-1.8%)

37% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 103

Holders
249
Holders Change
+23
Holders Change %
+10.18%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
46
Increased
65
Reduced
103
Closed
22
Calls
$2.33M
Puts
$1.19M
Net Calls
+$1.14M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$379M +$1.43M +10,931 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$299M -$167K -1,269 -0.1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$179M +$2.58M +19,683 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$115M -$1.95M -14,879 -2%
State Street
5
State Street
Massachusetts
$100M +$2.01M +15,326 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$55.6M -$169K -1,288 -0.3%
CS
7
Credit Suisse
Switzerland
$55M -$1.14M -8,708 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$51.7M +$1.61M +12,277 +4%
NPIC
9
Neumeier Poma Investment Counsel
California
$49.9M -$4.26M -32,475 -9%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$49.8M +$2.11M +16,085 +5%
Primecap Management
11
Primecap Management
California
$41.9M +$1.04M +7,900 +3%
HRCM
12
Hood River Capital Management
Florida
$40.9M -$306K -2,333 -0.8%
SFM
13
Systematic Financial Management
New Jersey
$34.3M -$188K -1,433 -0.6%
Charles Schwab
14
Charles Schwab
California
$30.5M +$279K +2,122 +1%
CCMG
15
Clark Capital Management Group
Pennsylvania
$28.7M +$23.7M +180,793 +904%
Boston Partners
16
Boston Partners
Massachusetts
$27.3M -$138K -1,055 -0.5%
Marshall Wace
17
Marshall Wace
United Kingdom
$25.3M -$4.93M -37,580 -17%
Morgan Stanley
18
Morgan Stanley
New York
$25.3M -$36.8M -280,468 -61%
Invesco
19
Invesco
Georgia
$24.6M -$2.3M -17,530 -9%
Northern Trust
20
Northern Trust
Illinois
$24.3M -$505K -3,849 -2%
TAM
21
Thematics Asset Management
France
$24.1M +$1.38M +10,500 +7%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$23.2M -$2.15M -16,354 -9%
OAM
23
Ophir Asset Management
Australia
$22.1M -$2.86M -21,795 -12%
Ameriprise
24
Ameriprise
Minnesota
$19.4M +$1.26M +9,618 +8%
N
25
Nuveen
North Carolina
$18.2M -$3.33M -25,356 -17%

OSIS Hedge Fund Activity: Q1 2024 in Review

249 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q1 2024, worth a combined $2.17B — up 8.8% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OSIS positions and 22 closed out — a net gain of 24 holders — while 65 added to existing stakes and 103 trimmed.

The largest buyer was Clark Capital Management Group, adding an estimated $23.7M. The largest seller was Morgan Stanley, cutting an estimated $36.8M.

  • 249 institutional investors held OSI Systems (OSIS) as of Q1 2024, up from 226 in Q4 2023.
  • Funds reported $2.17B of OSI Systems stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 46 funds opened new OSI Systems positions in Q1 2024 and 22 closed out, a net change of +24 holders.
  • The largest OSI Systems buyer in Q1 2024 was Clark Capital Management Group, an estimated $23.7M added.
  • The largest OSI Systems seller in Q1 2024 was Morgan Stanley, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2024.