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Orthofix Medical
OFIX

158 hedge funds and large institutions have $980M invested in Orthofix Medical in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 50

2.29% more ownership

Funds ownership: 94.83% → 97.12% (+2.3%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $956M → $980M (+$23.7M)

1% more funds holding

Funds holding: 157 → 158 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
68
Reduced
50
Closed
15
Calls
$954K
Puts
–
Net Calls
+$954K
Net Calls Change
-$1.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$22M
2
PIM
Paradice Investment Management
Colorado
+$21.3M
3
AL
AJO LP
Pennsylvania
+$5.98M
4
Millennium Management
Millennium Management
New York
+$5.2M
5
KCM
Kennedy Capital Management
Missouri
+$4.07M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$11.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.3M
3
Morgan Stanley
Morgan Stanley
New York
-$8.84M
4
HRCM
Hood River Capital Management
Florida
-$8.57M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$8.61M -$341K -6,616 -4%
TAM
27
THB Asset Management
Connecticut
$8.15M +$853K +16,531 +12%
Principal Financial Group
28
Principal Financial Group
Iowa
$7.96M -$145K -2,816 -2%
Charles Schwab
29
Charles Schwab
California
$7.51M +$741K +14,357 +11%
TCM
30
Tygh Capital Management
Oregon
$7.43M -$1.36M -26,404 -16%
Marshall Wace
31
Marshall Wace
United Kingdom
$7.35M -$5.14M -99,633 -42%
MAM
32
Martingale Asset Management
Massachusetts
$6.7M +$743K +14,403 +13%
JP Morgan Chase
33
JP Morgan Chase
New York
$6.16M +$1.78M +34,491 +42%
AL
34
AJO LP
Pennsylvania
$6.14M +$5.98M +115,909 New
Millennium Management
35
Millennium Management
New York
$6.07M +$5.2M +100,828 +736%
American Century Companies
36
American Century Companies
Missouri
$6.04M +$3.72M +72,127 +173%
Invesco
37
Invesco
Georgia
$6.01M -$939K -18,193 -14%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$5.62M +$2.69M +52,214 +97%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$5.46M -$144K -2,800 -3%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.65M +$705K +13,665 +18%
AllianceBernstein
41
AllianceBernstein
Tennessee
$4.63M -$227K -4,400 -5%
GI
42
GAMCO Investors
Connecticut
$4.49M -$77.4K -1,500 -2%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$4.47M +$1.29M +24,936 +42%
AQR Capital Management
44
AQR Capital Management
Connecticut
$4.3M +$259K +5,023 +7%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$4.15M +$4.03M +78,200 New
MSL
46
Mackay Shields LLC
New York
$3.83M +$1.48M +28,700 +66%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$3.8M +$77.4K +1,500 +2%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$3.59M -$1.9M -36,876 -35%
SSA
49
Schonfeld Strategic Advisors
New York
$3.54M +$2.56M +49,600 +290%
SEI Investments
50
SEI Investments
Pennsylvania
$3.52M -$167K -3,237 -5%
1
2
3 4 5

OFIX Hedge Fund Activity: Q3 2019 in Review

158 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q3 2019, worth a combined $980M — up 2.5% from $956M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OFIX positions and 15 closed out — a net gain of 1 holder — while 68 added to existing stakes and 50 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $22M. The largest seller was Ameriprise, cutting an estimated $11.9M.

  • 158 institutional investors held Orthofix Medical (OFIX) as of Q3 2019, up from 157 in Q2 2019.
  • Funds reported $980M of Orthofix Medical stock for Q3 2019, up 2.5% quarter-over-quarter.
  • 16 funds opened new Orthofix Medical positions in Q3 2019 and 15 closed out, a net change of +1 holder.
  • The largest Orthofix Medical buyer in Q3 2019 was Norges Bank, an estimated $22M added.
  • The largest Orthofix Medical seller in Q3 2019 was Ameriprise, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2019.