
What smart money is saying about Omnicell
OMCL
No fund has written a full thesis on Omnicell in our archive, but 1 fund letter reports a position in it, most recently Liontrust US Opportunities Fund in September 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Omnicell on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- September 2026
“July’s market rotation favoured value, which was a headwind for our growth-biased portfolios. This included some profit-taking in longer-term AI winners such as Seagate Technology and Applied Materials as well as software and automation plays Omnicell, JBT Marel and Cognex.”
Omnicell
Read the letters behind these Omnicell positions
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