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Orthofix Medical

130 hedge funds and large institutions have $472M invested in Orthofix Medical in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

0.85% less ownership

Funds ownership: 95.62%94.77% (-0.85%)

4% less funds holding

Funds holding: 136130 (-6)

9% less capital invested

Capital invested by funds: $519M → $472M (-$47.8M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

97% less call options, than puts

Call options by funds: $10K | Put options by funds: $296K

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
45
Reduced
43
Closed
27
Calls
$10K
Puts
$296K
Net Calls
-$286K
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Clearline Capital
New York
$3.31M -$134K -9,766 -4%
ACM
27
AREX Capital Management
New York
$3.08M +$171K +12,500 +6%
JAM
28
Jupiter Asset Management
United Kingdom
$2.83M -$603K -44,034 -17%
Goldman Sachs
29
Goldman Sachs
New York
$2.75M +$112K +8,166 +4%
MOACM
30
Mutual of America Capital Management
New York
$2.31M -$20.9K -1,522 -0.9%
AG
31
Algert Global
California
$2.26M -$618K -45,068 -21%
Marshall Wace
32
Marshall Wace
United Kingdom
$2.19M +$2.27M +165,357 New
Russell Investments Group
33
Russell Investments Group
United Kingdom
$2.12M -$846K -61,759 -28%
GF
34
Gabelli Funds
New York
$2.09M +$158K +11,500 +8%
GI
35
GAMCO Investors
Connecticut
$2.06M +$82.2K +6,000 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.91M +$125K +9,118 +7%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$1.82M -$745K -54,363 -28%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.74M +$486K +35,469 +37%
CCP
39
Clough Capital Partners
Massachusetts
$1.58M -$51.2K -3,739 -3%
Barclays
40
Barclays
United Kingdom
$1.17M -$953K -69,515 -44%
UOC
41
UBS O'Connor
Illinois
$1.02M -$99.4K -7,251 -9%
Invesco
42
Invesco
Georgia
$996K -$16.1K -1,175 -2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$976K +$114K +8,300 +13%
UBS AM
44
UBS AM
Illinois
$945K +$448K +32,695 +85%
KTA
45
Keeley-Teton Advisors
Illinois
$942K +$284K +20,731 +41%
Boston Partners
46
Boston Partners
Massachusetts
$931K +$511K +37,294 +113%
Deutsche Bank
47
Deutsche Bank
Germany
$880K -$40.1K -2,925 -4%
Victory Capital Management
48
Victory Capital Management
Texas
$832K +$860K +62,733 New
GSIS
49
Global Strategic Investment Solutions
Arizona
$765K
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$752K -$7.96K -581 -1%

OFIX Hedge Fund Activity: Q2 2024 in Review

130 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q2 2024, worth a combined $472M — down 9.2% from $519M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of OFIX and 23 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 45 added.

The largest buyer was Paradigm Capital Management Inc, adding an estimated $8.35M. The largest seller was Morgan Stanley, cutting an estimated $10.1M.

  • 130 institutional investors held Orthofix Medical (OFIX) as of Q2 2024, down from 136 in Q1 2024.
  • Funds reported $472M of Orthofix Medical stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 23 funds opened new Orthofix Medical positions in Q2 2024 and 27 closed out, a net change of -4 holders.
  • The largest Orthofix Medical buyer in Q2 2024 was Paradigm Capital Management Inc, an estimated $8.35M added.
  • The largest Orthofix Medical seller in Q2 2024 was Morgan Stanley, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2024.