Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OSI SYSTEMS INC (OSIS)

335 + Investors. Track Smart Money conviction in OSIS. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
8Q ▲
Buyers last Q
55%

Smart Money Signals — OSIS

Based on 331 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added OSIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
331 hedge funds hold OSIS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

188 buying152 selling
Last quarter: 188 funds bought or added vs 152 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 53 → 56 → 57 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 21% medium 25% new
180 out of 331 hedge funds have held OSIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~61 new funds/quarter

55 → 53 → 56 → 57 → 61 new funds/Q
New funds entering each quarter: 53 → 56 → 57 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 13% 1-2yr 30% new
Of 335 current holders: 190 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
40 of 331 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in OSIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OSIS

How many hedge funds hold OSIS — quarterly history vs. share price
Quarterly hedge fund ownership of OSIS vs. share price

Market Analysis: OSIS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OSIS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 1 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: OSIS
2026 Q1 Stats Unlock in 22 days 335 + Investors

Track Smart Money conviction in OSIS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 335 330 1.52%
13F Shares 19M 19M 0.53%
Total Value $4.71B $4.57B 2.88%
New Positions 61 57 +4
Increased Positions 131 112 +19
Closed Positions 53 51 +2
Reduced Positions 110 148 -38
Total Calls 3 6 -50.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: OSIS

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

335 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OSIS. Verified SEC 13F-HR filings.

Top 25 institutional holders of OSIS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cascade Investment Advisors, Inc. 1.46% 9,318 $2.5M
2 MOODY ALDRICH PARTNERS LLC 0.87% 18,233 $4.8M
3 Oliver Luxxe Assets LLC 0.64% 16,183 $4.3M
4 Register Financial Advisors LLC 0.63% 6,420 $1.7M
5 Stanley-Laman Group, Ltd. 0.61% 18,796 $5.0M
6 CHATHAM CAPITAL GROUP, INC. 0.60% 15,692 $4.2M
7 Severin Investments, LLC 0.40% 1,741 $462K
8 Portman Square Capital LLP 0.39% 37,900 $10.1M
9 GHP Investment Advisors, Inc. 0.36% 33,209 $8.8M
10 Pasadena Private Wealth, LLC 0.18% 4,829 $1.3M
11 NJ State Employees Deferred Compensation Plan 0.12% 4,500 $1.1M
12 Moran Wealth Management, LLC 0.12% 14,676 $3.9M
13 RETIREMENT GUYS FORMULA LLC 0.10% 797 $212K
14 NorthCrest Asset Manangement, LLC 0.08% 9,148 $2.5M
15 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.07% 1,346 $357K
16 WESBANCO BANK INC 0.06% 8,327 $2.2M
17 WEDGE CAPITAL MANAGEMENT L L P/NC 0.06% 12,094 $3.2M
18 North Star Investment Management Corp. 0.05% 3,100 $823K
19 Inspire Investing, LLC 0.04% 1,933 $513K
20 Louisiana State Employees Retirement System 0.03% 6,900 $2K
21 State of Alaska, Department of Revenue 0.02% 7,644 $2K
22 CANANDAIGUA NATIONAL CORP 0.02% 777 $206K
23 Concurrent Investment Advisors, LLC 0.01% 4,770 $1.3M
24 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 4,197 $1.1M
25 Medallion Wealth Advisors, LLC 0.01% 100 $19K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OSI SYSTEMS INC (OSIS)

What does the Smart Money Trend signal show for OSIS?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added OSIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OSIS?

Slight buying edge — 55% buying: Last quarter: 188 funds bought or added vs 152 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OSIS holders?

Elite ownership — 53% AUM from top-100 funds: 40 of 331 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in OSIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OSIS?

54% of holders stayed for 2+ years: 180 out of 331 hedge funds have held OSIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.