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Orthofix Medical
OFIX

137 hedge funds and large institutions have $703M invested in Orthofix Medical in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

13% more capital invested

Capital invested by funds: $620M → $703M (+$82.8M)

6.51% more ownership

Funds ownership: 96.17% → 102.68% (+6.5%)

1% more funds holding

Funds holding: 136 → 137 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

45% less call options, than puts

Call options by funds: $844K | Put options by funds: $1.53M

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
49
Reduced
43
Closed
21
Calls
$844K
Puts
$1.53M
Net Calls
-$687K
Net Calls Change
-$835K

Top Buyers

1
BlackRock
BlackRock
New York
+$82M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.5M
4
TA
Teachers Advisors
New York
+$8.91M
5
Norges Bank
Norges Bank
Norway
+$6.37M

Top Sellers

1
NI
Numeric Investors
Massachusetts
-$21.5M
2
Millennium Management
Millennium Management
New York
-$17.2M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$6.69M
4
Stifel Financial
Stifel Financial
Missouri
-$6.29M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
76
STRS Ohio
Ohio
$736K -$59.2K -1,600 -8%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$713K +$37 +1 +0%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$643K +$624K +16,850 New
GC
79
Globeflex Capital
California
$636K +$459K +12,400 +291%
CS
80
Credit Suisse
Switzerland
$635K -$1.13M -30,557 -65%
SCM
81
Stevens Capital Management
Pennsylvania
$529K +$296K +8,003 +136%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$517K – – –
Squarepoint
83
Squarepoint
New York
$514K +$104K +2,809 +26%
SG Americas Securities
84
SG Americas Securities
New York
$510K +$495K +13,377 New
Wells Fargo
85
Wells Fargo
California
$508K -$344K -9,298 -41%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$497K – – –
JG
87
Jefferies Group
New York
$478K +$231K +6,231 +99%
AG
88
Aperio Group
California
$474K +$153K +4,133 +50%
Public Sector Pension Investment Board (PSP Investments)
89
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$473K +$459K +12,400 New
AIG
90
American International Group
New York
$411K +$26.5K +717 +7%
AL
91
Airain Ltd
Guernsey
$396K -$71.7K -1,938 -16%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$383K -$1.68M -45,370 -82%
Tudor Investment Corp
93
Tudor Investment Corp
Connecticut
$378K -$740K -20,004 -67%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$372K +$45.5K +1,228 +14%
GC
95
Guggenheim Capital
Illinois
$363K -$239K -6,447 -40%
ASRS
96
Arizona State Retirement System
Arizona
$355K +$344K +9,300 New
TPSF
97
Texas Permanent School Fund
Texas
$355K +$345K +9,307 New
ARTA
98
A.R.T. Advisors
New York
$350K -$300K -8,100 -47%
JIM
99
Jupiter Investment Management
United Kingdom
$307K +$202K +5,466 +211%
O
100
OppenheimerFunds
New York
$305K +$296K +7,990 New
2 3
4
5 6

OFIX Hedge Fund Activity: Q1 2017 in Review

137 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q1 2017, worth a combined $703M — up 13% from $620M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OFIX positions and 21 closed out — a net gain of 7 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $82M. The largest seller was Numeric Investors, cutting an estimated $21.5M.

  • 137 institutional investors held Orthofix Medical (OFIX) as of Q1 2017, up from 136 in Q4 2016.
  • Funds reported $703M of Orthofix Medical stock for Q1 2017, up 13% quarter-over-quarter.
  • 28 funds opened new Orthofix Medical positions in Q1 2017 and 21 closed out, a net change of +7 holders.
  • The largest Orthofix Medical buyer in Q1 2017 was BlackRock, an estimated $82M added.
  • The largest Orthofix Medical seller in Q1 2017 was Numeric Investors, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2017.