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Essex Investment Management’s Orthofix Medical OFIX Stock Holding History

Essex Investment Management’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
2023
Q4 		– Sell
-157,744
Closed -$2.03M – 357
2023
Q3 		$2.03M Sell
157,744
-3,178
-2% -$57.2K 0.33% 101
2023
Q2 		$2.91M Buy
160,922
+47,501
+42% +$887K 0.41% 78
2023
Q1 		$1.9M Buy
+113,421
New +$2.22M 0.28% 118
2017
Q1 		– Sell
-27,843
Closed -$1.01M – 364
2016
Q4 		$1.01M Buy
27,843
+7,230
+35% +$274K 0.17% 157
2016
Q3 		$882K Buy
+20,613
New +$920K 0.14% 184

Other funds holding OFIX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's OFIX Position: Q4 2023 in Review

Essex Investment Management sold out of Orthofix Medical (OFIX) in Q4 2023, closing a stake of 157,744 shares — an estimated $2.03M sold.

Essex Investment Management first reported a position in OFIX in Q3 2016 and held it in 5 quarters. The position peaked at $2.91M in Q2 2023. 156 funds tracked by Wall St. Rank hold OFIX as of Q4 2023.

  • Essex Investment Management reported no remaining Orthofix Medical position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 157,744 Orthofix Medical shares in Q4 2023, an estimated $2.03M.
  • Essex Investment Management first reported a position in Orthofix Medical in Q3 2016 and held it in 5 quarters.
  • Essex Investment Management's Orthofix Medical position peaked at $2.91M in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.