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OSI Systems

274 hedge funds and large institutions have $2.51B invested in OSI Systems in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

27% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 84

18% more capital invested

Capital invested by funds: $2.12B → $2.51B (+$384M)

9.17% more ownership

Funds ownership: 90.53%99.71% (+9.2%)

4% more funds holding

Funds holding: 264274 (+10)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

42% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $10.9M

Holders
274
Holders Change
+10
Holders Change %
+3.79%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
107
Reduced
84
Closed
22
Calls
$6.33M
Puts
$10.9M
Net Calls
-$4.6M
Net Calls Change
-$7.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$403M +$6.54M +45,457 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M +$4.22M +29,356 +1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$184M +$4.29M +29,858 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$117M -$3.15M -21,930 -3%
State Street
5
State Street
Massachusetts
$110M +$937K +6,514 +0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$97.8M +$90.8M +631,486 +4,891%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$57.7M +$822K +5,718 +2%
ClearBridge Investments
8
ClearBridge Investments
New York
$56.2M +$637K +4,430 +1%
UBS AM
9
UBS AM
Illinois
$54.4M -$1.95M -13,541 -4%
HRCM
10
Hood River Capital Management
Florida
$53.5M +$5.15M +35,822 +11%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$51M +$2.84M +19,755 +6%
NPIC
12
Neumeier Poma Investment Counsel
California
$46.8M -$4.37M -30,416 -9%
CCMG
13
Clark Capital Management Group
Pennsylvania
$46M +$14.1M +98,073 +48%
Primecap Management
14
Primecap Management
California
$44.7M +$2M +13,880 +5%
OAM
15
Ophir Asset Management
Australia
$43.4M +$8.51M +59,202 +26%
SFM
16
Systematic Financial Management
New Jersey
$40.1M +$4.5M +31,269 +13%
Morgan Stanley
17
Morgan Stanley
New York
$35.6M +$8.98M +62,436 +36%
Charles Schwab
18
Charles Schwab
California
$32M -$1.39M -9,693 -4%
TAM
19
Thematics Asset Management
France
$28.4M +$2.66M +18,500 +11%
Macquarie Group
20
Macquarie Group
Australia
$27M -$292K -2,028 -1%
Boston Partners
21
Boston Partners
Massachusetts
$26.5M -$1.19M -8,269 -4%
Northern Trust
22
Northern Trust
Illinois
$24.9M -$759K -5,279 -3%
Invesco
23
Invesco
Georgia
$24M -$4.15M -28,890 -15%
UBS Group
24
UBS Group
Switzerland
$20.4M +$1.19M +8,256 +7%
Ameriprise
25
Ameriprise
Minnesota
$19.9M -$246K -1,711 -1%

OSIS Hedge Fund Activity: Q3 2024 in Review

274 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in OSI Systems (OSIS) for Q3 2024, worth a combined $2.51B — up 18% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OSIS positions and 22 closed out — a net gain of 11 holders — while 107 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $90.8M. The largest seller was Intrinsic Edge Capital Management, cutting an estimated $16.2M.

  • 274 institutional investors held OSI Systems (OSIS) as of Q3 2024, up from 264 in Q2 2024.
  • Funds reported $2.51B of OSI Systems stock for Q3 2024, up 18% quarter-over-quarter.
  • 33 funds opened new OSI Systems positions in Q3 2024 and 22 closed out, a net change of +11 holders.
  • The largest OSI Systems buyer in Q3 2024 was Fidelity Investments, an estimated $90.8M added.
  • The largest OSI Systems seller in Q3 2024 was Intrinsic Edge Capital Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2024.