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Orthofix Medical

149 hedge funds and large institutions have $577M invested in Orthofix Medical in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $542M → $577M (+$35.4M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding

Funds holding: 149149 (0)

0% more call options, than puts

Call options by funds: $7K | Put options by funds: $7K

4.33% less ownership

Funds ownership: 90.82%86.49% (-4.3%)

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
52
Reduced
41
Closed
24
Calls
$7K
Puts
$7K
Net Calls
Net Calls Change
+$194K
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
51
Keeley-Teton Advisors
Illinois
$1.07M -$169K -9,733 -14%
Raymond James Financial
52
Raymond James Financial
Florida
$1M +$998K +57,424 New
TI
53
Trexquant Investment
Connecticut
$972K +$416K +23,912 +75%
Connor, Clark & Lunn Investment Management (CC&L)
54
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$969K +$362K +20,840 +60%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$960K +$11.5K +661 +1%
GSIS
56
Global Strategic Investment Solutions
Arizona
$873K
Bank of America
57
Bank of America
North Carolina
$849K +$104K +5,966 +14%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$806K -$4.5K -259 -0.6%
AllianceBernstein
59
AllianceBernstein
Tennessee
$695K
Boston Partners
60
Boston Partners
Massachusetts
$690K -$553K -31,776 -45%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$674K +$391K +22,471 +139%
SFI
62
Susquehanna Fundamental Investments
Pennsylvania
$646K +$643K +37,006 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$642K +$35.5K +2,040 +6%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$636K +$43.6K +2,507 +7%
TCWA
65
Turtle Creek Wealth Advisors
Texas
$613K
SEI Investments
66
SEI Investments
Pennsylvania
$582K -$195K -11,225 -25%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$560K +$2.96K +170 +0.5%
Legal & General Group
68
Legal & General Group
United Kingdom
$558K -$35 -2 -0%
KMC
69
Kirr Marbach & Co
Indiana
$532K +$530K +30,462 New
RC
70
RBF Capital
California
$524K
CSS
71
Cubist Systematic Strategies
Connecticut
$521K -$813K -46,780 -61%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$514K +$512K +29,441 New
Citigroup
73
Citigroup
New York
$500K +$60.6K +3,484 +14%
ECM
74
ExodusPoint Capital Management
New York
$500K -$314K -18,081 -39%
VI
75
Versor Investments
New York
$499K +$497K +28,600 New

OFIX Hedge Fund Activity: Q4 2024 in Review

149 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q4 2024, worth a combined $577M — up 6.5% from $542M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OFIX positions and 24 closed out — a net gain of 1 holder — while 52 added to existing stakes and 41 trimmed.

The largest buyer was Juniper Investment Company, adding an estimated $18.6M. The largest seller was Morgan Stanley, cutting an estimated $13.6M.

  • 149 institutional investors held Orthofix Medical (OFIX) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $577M of Orthofix Medical stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 25 funds opened new Orthofix Medical positions in Q4 2024 and 24 closed out, a net change of +1 holder.
  • The largest Orthofix Medical buyer in Q4 2024 was Juniper Investment Company, an estimated $18.6M added.
  • The largest Orthofix Medical seller in Q4 2024 was Morgan Stanley, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2024.