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Orthofix Medical

149 hedge funds and large institutions have $542M invested in Orthofix Medical in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $472M → $542M (+$70M)

15% more funds holding

Funds holding: 130149 (+19)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

3.95% less ownership

Funds ownership: 94.77%90.82% (-3.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

97% less call options, than puts

Call options by funds: $5K | Put options by funds: $199K

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
47
Reduced
47
Closed
5
Calls
$5K
Puts
$199K
Net Calls
-$194K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.19M -$43.4K -2,708 -1%
Millennium Management
27
Millennium Management
New York
$3.04M -$3.18M -198,461 -51%
ACM
28
AREX Capital Management
New York
$2.73M -$929K -58,000 -25%
MOACM
29
Mutual of America Capital Management
New York
$2.66M -$61.5K -3,837 -2%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$2.6M +$107K +6,694 +4%
Marshall Wace
31
Marshall Wace
United Kingdom
$2.53M -$53.2K -3,321 -2%
GF
32
Gabelli Funds
New York
$2.44M -$16K -1,000 -0.6%
GI
33
GAMCO Investors
Connecticut
$2.42M
CCP
34
Clough Capital Partners
Massachusetts
$2.08M +$230K +14,370 +12%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$2.08M +$31.9K +1,994 +2%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$2.06M -$82.7K -5,161 -4%
N
37
Nuveen
North Carolina
$1.95M -$2.43M -151,914 -55%
Barclays
38
Barclays
United Kingdom
$1.91M +$548K +34,210 +39%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.88M -$372K -23,247 -16%
CC
40
Clearline Capital
New York
$1.84M -$2.11M -131,537 -53%
HS
41
HighVista Strategies
Massachusetts
$1.69M +$1.73M +108,100 New
HighTower Advisors
42
HighTower Advisors
Illinois
$1.39M +$764K +47,680 +115%
UOC
43
UBS O'Connor
Illinois
$1.33M +$126K +7,885 +10%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.32M +$1.12M +69,848 +481%
CSS
45
Cubist Systematic Strategies
Connecticut
$1.2M +$1.23M +76,647 New
Invesco
46
Invesco
Georgia
$1.16M -$14K -874 -1%
Boston Partners
47
Boston Partners
Massachusetts
$1.11M +$17.3K +1,081 +2%
Deutsche Bank
48
Deutsche Bank
Germany
$1.11M +$76.3K +4,763 +7%
KTA
49
Keeley-Teton Advisors
Illinois
$1.11M
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$1.11M +$1.14M +71,070 New

OFIX Hedge Fund Activity: Q3 2024 in Review

149 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q3 2024, worth a combined $542M — up 15% from $472M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OFIX positions and 5 closed out — a net gain of 19 holders — while 47 added to existing stakes and 47 trimmed.

The largest buyer was Juniper Investment Company, adding an estimated $8.93M. The largest seller was Glenview Capital Management, cutting an estimated $16.7M.

  • 149 institutional investors held Orthofix Medical (OFIX) as of Q3 2024, up from 130 in Q2 2024.
  • Funds reported $542M of Orthofix Medical stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new Orthofix Medical positions in Q3 2024 and 5 closed out, a net change of +19 holders.
  • The largest Orthofix Medical buyer in Q3 2024 was Juniper Investment Company, an estimated $8.93M added.
  • The largest Orthofix Medical seller in Q3 2024 was Glenview Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2024.