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Orthofix Medical

164 hedge funds and large institutions have $954M invested in Orthofix Medical in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

14% more capital invested

Capital invested by funds: $837M → $954M (+$117M)

12% more funds holding

Funds holding: 147164 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.7% less ownership

Funds ownership: 97.47%95.76% (-1.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $279K

Holders
164
Holders Change
+17
Holders Change %
+11.56%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
59
Reduced
49
Closed
13
Calls
Puts
$279K
Net Calls
-$279K
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$9.57M -$186K -3,588 -2%
AL
27
AJO LP
Pennsylvania
$9.38M -$1.02M -19,691 -10%
TCIM
28
TIAA CREF Investment Management
New York
$9.31M +$1.19M +23,022 +16%
PIM
29
Paradice Investment Management
Colorado
$9.14M +$511K +9,853 +6%
American Century Companies
30
American Century Companies
Missouri
$8.59M +$532K +10,250 +7%
Principal Financial Group
31
Principal Financial Group
Iowa
$7.6M +$71.6K +1,380 +1%
Goldman Sachs
32
Goldman Sachs
New York
$7.06M -$1.32M -25,466 -16%
Charles Schwab
33
Charles Schwab
California
$6.79M +$398K +7,673 +7%
AQR Capital Management
34
AQR Capital Management
Connecticut
$6.43M
Federated Hermes
35
Federated Hermes
Pennsylvania
$6.21M -$11.3K -218 -0.2%
GI
36
GAMCO Investors
Connecticut
$5.04M -$41.5K -800 -0.9%
Axa
37
Axa
France
$5.01M +$1.47M +28,400 +45%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$4.72M -$181K -3,500 -4%
AllianceBernstein
39
AllianceBernstein
Tennessee
$4.55M -$175K -3,370 -4%
NAM
40
NorthCoast Asset Management
Connecticut
$4.48M -$105K -2,033 -2%
Invesco
41
Invesco
Georgia
$4.37M +$261K +5,026 +7%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$4.36M +$1.25M +24,130 +43%
Allianz Asset Management
43
Allianz Asset Management
Germany
$4.07M +$3.86M +74,353 New
RRAM
44
River Road Asset Management
Kentucky
$4.06M -$30.1K -580 -0.8%
TCM
45
Tygh Capital Management
Oregon
$4.04M +$3.83M +73,929 New
CCMH
46
Cornerstone Capital Management Holdings
New York
$3.53M -$695K -13,400 -17%
BIM
47
Bogle Investment Management
Massachusetts
$3.44M +$975K +18,804 +43%
MAM
48
Martingale Asset Management
Massachusetts
$3.44M -$368K -7,098 -10%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.39M +$292K +5,632 +10%
OAM
50
Oxford Asset Management
United Kingdom
$3.29M -$1.11M -21,401 -26%