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Orthofix Medical
OFIX

156 hedge funds and large institutions have $511M invested in Orthofix Medical in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

16% more capital invested

Capital invested by funds: $439M → $511M (+$72M)

10.16% more ownership

Funds ownership: 93.01% → 103.17% (+10%)

4% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 48

2% less funds holding

Funds holding: 159 → 156 (-3)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
43
Reduced
54
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$44M
2
ECM
Engine Capital Management
New York
+$35.7M
3
NM
Newtyn Management
New York
+$12.4M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$7.59M
5
PCMI
Paradigm Capital Management Inc
New York
+$7.59M

Top Sellers

1
BlackRock
BlackRock
New York
-$31.1M
2
FLAM
First Light Asset Management
Minnesota
-$23.8M
3
SBH
Segall Bryant & Hamill
Illinois
-$15.3M
4
SCM
Sio Capital Management
New York
-$8.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$5.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
26
Jupiter Asset Management
United Kingdom
$4M +$3.49M +297,013 New
Jane Street
27
Jane Street
New York
$3.74M +$3.26M +277,664 New
Citadel Advisors
28
Citadel Advisors
Florida
$3.65M +$375K +31,909 +13%
ECM
29
ExodusPoint Capital Management
New York
$3.65M -$1.37M -116,887 -30%
N
30
Nuveen
North Carolina
$3.55M +$501K +42,633 +19%
AG
31
Algert Global
California
$3.37M +$1.31M +111,593 +81%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$3.15M +$1.39M +118,269 +102%
GLA
33
Great Lakes Advisors
Illinois
$3.1M -$585K -49,802 -18%
CSS
34
Cubist Systematic Strategies
Connecticut
$3.04M +$1.44M +122,181 +118%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$2.89M +$2.34M +199,166 +1,338%
WSL
36
Western Standard LLC
California
$2.3M -$1.87M -159,332 -48%
HF
37
HRT Financial
New York
$2.27M +$1.98M +168,817 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.08M -$1.55M -132,283 -46%
MOACM
39
Mutual of America Capital Management
New York
$2.05M -$106K -9,029 -6%
GF
40
Gabelli Funds
New York
$1.88M +$52.9K +4,500 +3%
Goldman Sachs
41
Goldman Sachs
New York
$1.85M +$711K +60,473 +78%
CCP
42
Clough Capital Partners
Massachusetts
$1.83M +$1.6M +136,100 New
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.83M +$8.84K +752 +0.6%
Ameriprise
44
Ameriprise
Minnesota
$1.71M -$1.81M -153,959 -55%
GI
45
GAMCO Investors
Connecticut
$1.66M +$375K +31,900 +35%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.57M +$1.2M +102,521 +750%
Marshall Wace
47
Marshall Wace
United Kingdom
$1.48M -$439K -37,340 -25%
Barclays
48
Barclays
United Kingdom
$1.45M +$967K +82,276 +328%
JF
49
Jump Financial
Illinois
$1.45M +$1.26M +107,197 New
Bank of America
50
Bank of America
North Carolina
$1.31M +$479K +40,762 +73%
1
2
3 4 5

OFIX Hedge Fund Activity: Q4 2023 in Review

156 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q4 2023, worth a combined $511M — up 16% from $439M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OFIX and 46 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 43 added.

The largest buyer was Morgan Stanley, adding an estimated $44M. The largest seller was BlackRock, cutting an estimated $31.1M.

  • 156 institutional investors held Orthofix Medical (OFIX) as of Q4 2023, down from 159 in Q3 2023.
  • Funds reported $511M of Orthofix Medical stock for Q4 2023, up 16% quarter-over-quarter.
  • 46 funds opened new Orthofix Medical positions in Q4 2023 and 48 closed out, a net change of -2 holders.
  • The largest Orthofix Medical buyer in Q4 2023 was Morgan Stanley, an estimated $44M added.
  • The largest Orthofix Medical seller in Q4 2023 was BlackRock, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2023.