UBS O'Connor’s Orthofix Medical OFIX Stock Holding History

UBS O'Connor’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
2024 Q2	–	Sell	-50,000	Closed	-$37.5K	–	613
2024 Q1	$37.5K	Buy	+50,000	New	+$691K	﹤0.01%	453

Other funds holding OFIX

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS O'Connor's OFIX Position: Q3 2025 in Review

UBS O'Connor sold out of Orthofix Medical (OFIX) in Q3 2025, closing a stake of 67,518 shares — an estimated $753K sold.

UBS O'Connor first reported a position in OFIX in Q1 2023 and held it in 10 quarters. The position peaked at $1.7M in Q4 2024. 145 funds tracked by Wall St. Rank hold OFIX as of Q3 2025.

UBS O'Connor reported no remaining Orthofix Medical position as of Q3 2025 after selling out during the quarter.
UBS O'Connor sold 67,518 Orthofix Medical shares in Q3 2025, an estimated $753K.
UBS O'Connor first reported a position in Orthofix Medical in Q1 2023 and held it in 10 quarters.
UBS O'Connor's Orthofix Medical position peaked at $1.7M in Q4 2024.
145 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.