Emerald Mutual Fund Advisers Trust
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Emerald Mutual Fund Advisers Trust’s Orthofix Medical OFIX Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-66,322
Closed -$971K – 221
2025
Q3 		$971K Buy
66,322
+28,697
+76% +$377K 0.05% 147
2025
Q2 		$420K Sell
37,625
-476,899
-93% -$5.91M 0.03% 166
2025
Q1 		$8.39M Buy
514,524
+10,722
+2% +$188K 0.6% 66
2024
Q4 		$8.8M Buy
503,802
+131,653
+35% +$2.29M 0.53% 74
2024
Q3 		$5.81M Sell
372,149
-22,513
-6% -$361K 0.3% 99
2024
Q2 		$5.23M Hold
394,662
– – 0.27% 101
2024
Q1 		$5.73M Hold
394,662
– – 0.3% 102
2023
Q4 		$5.32M Sell
394,662
-63,819
-14% -$750K 0.28% 106
2023
Q3 		$5.9M Sell
458,481
-116,143
-20% -$2.09M 0.36% 101
2023
Q2 		$10.4M Buy
574,624
+167,085
+41% +$3.12M 0.56% 80
2023
Q1 		$6.83M Buy
+407,539
New +$7.98M 0.4% 91

Other funds holding OFIX

Engine Capital Management
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Juniper Investment Company
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Paradigm Capital Management Inc
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Armistice Capital
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Philosophy Capital Management
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's OFIX Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Orthofix Medical (OFIX) in Q4 2025, closing a stake of 66,322 shares — an estimated $971K sold.

Emerald Mutual Fund Advisers Trust first reported a position in OFIX in Q1 2023 and held it in 11 quarters. The position peaked at $10.4M in Q2 2023. 144 funds tracked by Wall St. Rank hold OFIX as of Q4 2025.

  • Emerald Mutual Fund Advisers Trust reported no remaining Orthofix Medical position as of Q4 2025 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 66,322 Orthofix Medical shares in Q4 2025, an estimated $971K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Orthofix Medical in Q1 2023 and held it in 11 quarters.
  • Emerald Mutual Fund Advisers Trust's Orthofix Medical position peaked at $10.4M in Q2 2023.
  • 144 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.