We are live on ! Find out more
OFIX icon

Orthofix Medical
OFIX

171 hedge funds and large institutions have $953M invested in Orthofix Medical in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $5.41M | Put options by funds: $2.22M

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

6% more funds holding

Funds holding: 162 → 171 (+9)

0.36% less ownership

Funds ownership: 96.34% → 95.98% (-0.36%)

9% less capital invested

Capital invested by funds: $1.05B → $953M (-$99.9M)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
57
Reduced
69
Closed
15
Calls
$5.41M
Puts
$2.22M
Net Calls
+$3.19M
Net Calls Change
+$3.35M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$18.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$16.4M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$6.29M
4
UBS Group
UBS Group
Switzerland
+$6.06M
5
OCM
Oakview Capital Management
Texas
+$3.75M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.5M
2
KAM
Krensavage Asset Management
New York
-$14.4M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$12.1M
4
State Street
State Street
Massachusetts
-$6.87M
5
SBH
Segall Bryant & Hamill
Illinois
-$5.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
51
Krensavage Asset Management
New York
$2.97M -$14.4M -253,044 -82%
OAM
52
Oxford Asset Management
United Kingdom
$2.96M +$2.18M +38,371 +212%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$2.89M +$530K +9,312 +20%
SEI Investments
54
SEI Investments
Pennsylvania
$2.77M +$142K +2,490 +5%
Bank of America
55
Bank of America
North Carolina
$2.52M -$468K -8,224 -15%
TA
56
Teton Advisors
New York
$2.37M – – –
CCM
57
Cadence Capital Management
Massachusetts
$2.33M -$695K -12,223 -22%
American Century Companies
58
American Century Companies
Missouri
$2.33M -$242K -4,250 -9%
Legal & General Group
59
Legal & General Group
United Kingdom
$2.33M +$10.2K +180 +0.4%
Two Sigma Investments
60
Two Sigma Investments
New York
$2.11M +$2.29M +40,250 New
Millennium Management
61
Millennium Management
New York
$2.1M +$2.28M +40,046 New
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$2.09M +$99.9K +1,756 +5%
QI
63
QS Investors
New York
$1.87M – – –
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.75M +$28.4K +500 +2%
OTPPB
65
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.75M +$1.89M +33,313 New
Bessemer Group
66
Bessemer Group
New Jersey
$1.74M +$620K +10,900 +49%
Prudential Financial
67
Prudential Financial
New Jersey
$1.73M +$63.6K +1,118 +4%
Los Angeles Capital Management
68
Los Angeles Capital Management
California
$1.57M -$45.2K -795 -3%
Barclays
69
Barclays
United Kingdom
$1.54M -$154K -2,712 -8%
ASRS
70
Arizona State Retirement System
Arizona
$1.53M +$97K +1,705 +6%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$1.44M +$36.6K +644 +2%
First Trust Advisors
72
First Trust Advisors
Illinois
$1.36M -$246K -4,321 -14%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.36M – – –
GC
74
Globeflex Capital
California
$1.33M -$520K -9,149 -26%
MSL
75
Mackay Shields LLC
New York
$1.24M -$2.62M -46,095 -66%
1 2
3
4 5

OFIX Hedge Fund Activity: Q4 2018 in Review

171 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q4 2018, worth a combined $953M — down 9.5% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OFIX positions and 15 closed out — a net gain of 10 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $18.1M. The largest seller was Wellington Management Group, cutting an estimated $14.5M.

  • 171 institutional investors held Orthofix Medical (OFIX) as of Q4 2018, up from 162 in Q3 2018.
  • Funds reported $953M of Orthofix Medical stock for Q4 2018, down 9.5% quarter-over-quarter.
  • 25 funds opened new Orthofix Medical positions in Q4 2018 and 15 closed out, a net change of +10 holders.
  • The largest Orthofix Medical buyer in Q4 2018 was Hood River Capital Management, an estimated $18.1M added.
  • The largest Orthofix Medical seller in Q4 2018 was Wellington Management Group, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2018.