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Orthofix Medical

159 hedge funds and large institutions have $439M invested in Orthofix Medical in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

6% more funds holding

Funds holding: 150159 (+9)

1.82% more ownership

Funds ownership: 91.18%93.01% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

26% less capital invested

Capital invested by funds: $597M → $439M (-$157M)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $199K

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
49
Reduced
67
Closed
17
Calls
Puts
$199K
Net Calls
-$199K
Net Calls Change
-$194K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.05M +$853K +47,437 +146%
Goldman Sachs
52
Goldman Sachs
New York
$992K -$861K -47,867 -38%
Swiss National Bank
53
Swiss National Bank
Switzerland
$983K +$18K +1,000 +1%
KCM
54
Kennedy Capital Management
Missouri
$933K +$4.25K +236 +0.3%
Allianz Asset Management
55
Allianz Asset Management
Germany
$786K +$1.1M +61,100 New
GSIS
56
Global Strategic Investment Solutions
Arizona
$742K
LCM
57
Legato Capital Management
California
$730K -$48.7K -2,705 -5%
Bank of America
58
Bank of America
North Carolina
$721K +$317K +17,624 +46%
SEI Investments
59
SEI Investments
Pennsylvania
$587K -$1.06M -58,672 -56%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$578K -$300K -16,691 -27%
Prudential Financial
61
Prudential Financial
New Jersey
$551K -$126K -6,995 -14%
CS
62
Credit Suisse
Switzerland
$547K -$20.2K -1,123 -3%
Boston Partners
63
Boston Partners
Massachusetts
$538K +$137K +7,600 +22%
AllianceBernstein
64
AllianceBernstein
Tennessee
$531K -$1.41M -78,644 -66%
FP
65
Factorial Partners
New York
$513K -$41.4K -2,300 -5%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$494K -$67.8K -3,766 -9%
Franklin Resources
67
Franklin Resources
California
$490K -$2.35M -130,538 -77%
OQS
68
Occudo Quantitative Strategies
Florida
$487K +$681K +37,866 New
JP Morgan Chase
69
JP Morgan Chase
New York
$476K -$78.6K -4,367 -11%
Canada Life
70
Canada Life
Manitoba, Canada
$435K +$55K +3,058 +10%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$432K +$7.05K +392 +1%
GCP
72
GSA Capital Partners
United Kingdom
$425K +$595K +33,064 New
UBS AM
73
UBS AM
Illinois
$416K +$76K +4,227 +15%
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$411K -$1.56K -87 -0.3%
TPSF
75
Texas Permanent School Fund
Texas
$397K +$9.89K +550 +2%