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Orthofix Medical
OFIX

142 hedge funds and large institutions have $746M invested in Orthofix Medical in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $181K | Put options by funds: $37K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

6% more funds holding

Funds holding: 134 → 142 (+8)

2.16% more ownership

Funds ownership: 97.11% → 99.27% (+2.2%)

2% less capital invested

Capital invested by funds: $761M → $746M (-$15.4M)

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
54
Reduced
44
Closed
9
Calls
$181K
Puts
$37K
Net Calls
+$144K
Net Calls Change
+$4K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$8.77M
2
SBH
Segall Bryant & Hamill
Illinois
+$6.12M
3
HA
Heartland Advisors
Wisconsin
+$4.3M
4
HIM
Hillsdale Investment Management
Ontario, Canada
+$4.11M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.96M

Top Sellers

1
Invesco
Invesco
Georgia
-$8.3M
2
RA
Royce & Associates
New York
-$6.14M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.78M
4
BlackRock
BlackRock
New York
-$3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.92M +$670K +16,821 +50%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$1.91M -$325K -8,161 -14%
GSIS
53
Global Strategic Investment Solutions
Arizona
$1.82M – – –
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.65M +$23.9K +600 +1%
SG Americas Securities
55
SG Americas Securities
New York
$1.52M +$1.59M +39,976 New
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.52M – – –
FQ
57
First Quadrant
California
$1.46M – – –
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.34M -$102K -2,550 -7%
Bank of America
59
Bank of America
North Carolina
$1.27M -$78.1K -1,962 -6%
GC
60
Globeflex Capital
California
$1.22M +$827K +20,760 +183%
Barclays
61
Barclays
United Kingdom
$1.12M +$174K +4,382 +18%
Prudential Financial
62
Prudential Financial
New Jersey
$1.09M +$148K +3,720 +15%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$1.07M +$40K +1,004 +4%
Axa
64
Axa
France
$1.06M +$1.1M +27,700 New
FP
65
Factorial Partners
New York
$1.05M +$119K +3,000 +12%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$995K -$1.35K -34 -0.1%
CIC
67
Cornercap Investment Counsel
Georgia
$990K +$1.03M +25,965 New
American Century Companies
68
American Century Companies
Missouri
$963K +$1.01M +25,255 New
Tudor Investment Corp
69
Tudor Investment Corp
Connecticut
$866K -$305K -7,661 -25%
SO
70
STRS Ohio
Ohio
$804K -$23.9K -600 -3%
AG
71
Algert Global
California
$796K +$831K +20,882 New
Massachusetts Financial Services
72
Massachusetts Financial Services
Massachusetts
$782K -$10.7K -269 -1%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$780K +$465K +11,667 +133%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$739K -$212K -5,328 -22%
UBS AM
75
UBS AM
Illinois
$705K +$174K +4,362 +31%
1 2
3
4 5

OFIX Hedge Fund Activity: Q3 2021 in Review

142 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q3 2021, worth a combined $746M — down 2% from $761M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OFIX positions and 9 closed out — a net gain of 9 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $8.77M. The largest seller was Invesco, cutting an estimated $8.3M.

  • 142 institutional investors held Orthofix Medical (OFIX) as of Q3 2021, up from 134 in Q2 2021.
  • Funds reported $746M of Orthofix Medical stock for Q3 2021, down 2% quarter-over-quarter.
  • 18 funds opened new Orthofix Medical positions in Q3 2021 and 9 closed out, a net change of +9 holders.
  • The largest Orthofix Medical buyer in Q3 2021 was Bank of Montreal, an estimated $8.77M added.
  • The largest Orthofix Medical seller in Q3 2021 was Invesco, an estimated $8.3M sold.

Based on aggregated 13F filings for Q3 2021.