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Orthofix Medical
OFIX

150 hedge funds and large institutions have $597M invested in Orthofix Medical in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $546M → $597M (+$51.2M)

1.85% more ownership

Funds ownership: 89.33% → 91.18% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less funds holding

Funds holding: 162 → 150 (-12)

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
150
Holders Change
-12
Holders Change %
-7.41%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
50
Reduced
59
Closed
21
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$3K

Top Buyers

1
AC
Armistice Capital
New York
+$11.2M
2
RCMNY
Rubric Capital Management (New York)
New York
+$6.51M
3
ECM
ExodusPoint Capital Management
New York
+$5.92M
4
EA
Emerald Advisers
Pennsylvania
+$3.77M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.26M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$7M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$6.36M
3
FLAM
First Light Asset Management
Minnesota
-$3.58M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.3M
5
AIC
AWM Investment Company
New York
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
51
Kennedy Capital Management
Missouri
$1.31M +$155K +8,317 +13%
UOC
52
UBS O'Connor
Illinois
$1.23M +$62.6K +3,352 +5%
Deutsche Bank
53
Deutsche Bank
Germany
$1.18M -$165K -8,840 -12%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.11M +$28K +1,501 +2%
LCM
55
Legato Capital Management
California
$1.07M +$466K +24,925 +72%
TA
56
Teton Advisors
New York
$1.06M -$35.1K -1,880 -3%
GSIS
57
Global Strategic Investment Solutions
Arizona
$1.04M – – –
Prudential Financial
58
Prudential Financial
New Jersey
$899K -$184K -9,824 -16%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$829K -$170K -9,108 -17%
CS
60
Credit Suisse
Switzerland
$789K +$45.5K +2,434 +6%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$762K -$3.62K -194 -0.5%
FP
62
Factorial Partners
New York
$761K -$61.6K -3,300 -7%
JP Morgan Chase
63
JP Morgan Chase
New York
$748K -$7M -374,964 -90%
MNBTD
64
Moody National Bank Trust Division
Texas
$727K – – –
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$709K +$56.9K +3,048 +8%
Bank of America
66
Bank of America
North Carolina
$694K -$127K -6,779 -15%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$642K +$21.2K +1,133 +4%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$632K +$654K +35,015 New
Boston Partners
69
Boston Partners
Massachusetts
$619K – – –
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$600K -$12.4K -666 -2%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$597K +$618K +33,076 New
UBS Group
72
UBS Group
Switzerland
$583K +$301K +16,096 +99%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$579K +$14.2K +760 +2%
BCM
74
Bridgeway Capital Management
Texas
$564K -$307K -16,443 -34%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$563K +$8.57K +459 +1%
1 2
3
4 5

OFIX Hedge Fund Activity: Q2 2023 in Review

150 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q2 2023, worth a combined $597M — up 9.4% from $546M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OFIX and 10 opened new positions — a net loss of 11 holders — while 59 trimmed existing stakes and 50 added.

The largest buyer was Armistice Capital, adding an estimated $11.2M. The largest seller was JP Morgan Chase, cutting an estimated $7M.

  • 150 institutional investors held Orthofix Medical (OFIX) as of Q2 2023, down from 162 in Q1 2023.
  • Funds reported $597M of Orthofix Medical stock for Q2 2023, up 9.4% quarter-over-quarter.
  • 10 funds opened new Orthofix Medical positions in Q2 2023 and 21 closed out, a net change of -11 holders.
  • The largest Orthofix Medical buyer in Q2 2023 was Armistice Capital, an estimated $11.2M added.
  • The largest Orthofix Medical seller in Q2 2023 was JP Morgan Chase, an estimated $7M sold.

Based on aggregated 13F filings for Q2 2023.