JG
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Jefferies Group’s Orthofix Medical OFIX Stock Holding History

Jefferies Group’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
2020
Q1 		– Sell
-4,601
Closed -$212K – 2492
2019
Q4 		$212K Buy
+4,601
New +$216K ﹤0.01% 2229
2018
Q2 		– Sell
-12,619
Closed -$742K – 2582
2018
Q1 		$742K Buy
12,619
+7,692
+156% +$431K ﹤0.01% 1324
2017
Q4 		$270K Buy
4,927
+127
+3% +$6.58K ﹤0.01% 2063
2017
Q3 		$227K Buy
+4,800
New +$226K ﹤0.01% 2012
2017
Q2 		– Sell
-12,531
Closed -$478K – 2457
2017
Q1 		$478K Buy
12,531
+6,231
+99% +$231K ﹤0.01% 1608
2016
Q4 		$228K Buy
+6,300
New +$239K ﹤0.01% 1869
2015
Q3 		– Sell
-179
Closed -$6K – 2812
2015
Q2 		$6K Buy
+179
New +$6.16K ﹤0.01% 2952

Other funds holding OFIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Jefferies Group's OFIX Position: Q1 2020 in Review

Jefferies Group sold out of Orthofix Medical (OFIX) in Q1 2020, closing a stake of 4,601 shares — an estimated $212K sold.

Jefferies Group first reported a position in OFIX in Q2 2015 and held it in 7 quarters. The position peaked at $742K in Q1 2018. 145 funds tracked by Wall St. Rank hold OFIX as of Q1 2020.

  • Jefferies Group reported no remaining Orthofix Medical position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 4,601 Orthofix Medical shares in Q1 2020, an estimated $212K.
  • Jefferies Group first reported a position in Orthofix Medical in Q2 2015 and held it in 7 quarters.
  • Jefferies Group's Orthofix Medical position peaked at $742K in Q1 2018.
  • 145 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.