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Orthofix Medical

130 hedge funds and large institutions have $472M invested in Orthofix Medical in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

0.85% less ownership

Funds ownership: 95.62%94.77% (-0.85%)

4% less funds holding

Funds holding: 136130 (-6)

9% less capital invested

Capital invested by funds: $519M → $472M (-$47.8M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

97% less call options, than puts

Call options by funds: $10K | Put options by funds: $296K

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
1.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
45
Reduced
43
Closed
27
Calls
$10K
Puts
$296K
Net Calls
-$286K
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
Teton Advisors
New York
$274K -$24.7K -1,800 -8%
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$254K -$2.51K -183 -0.9%
NRD
78
Nebula Research & Development
New York
$254K +$8.77K +640 +3%
Wells Fargo
79
Wells Fargo
California
$250K +$32.4K +2,367 +14%
CF
80
Corebridge Financial
Texas
$240K +$248K +18,134 New
Mirae Asset Global ETFs Holdings
81
Mirae Asset Global ETFs Holdings
Hong Kong
$237K +$245K +17,897 New
Franklin Resources
82
Franklin Resources
California
$202K +$209K +15,258 New
JP Morgan Chase
83
JP Morgan Chase
New York
$193K -$437K -31,866 -69%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$189K +$41 +3 +0%
UBS Group
85
UBS Group
Switzerland
$187K -$329K -24,044 -63%
XT
86
XTX Topco
Cayman Islands
$175K +$181K +13,232 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174K -$2.6K -190 -1%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$140K -$169K -12,310 -54%
ASRS
89
Arizona State Retirement System
Arizona
$139K +$143K +10,471 New
SPA
90
Sherbrooke Park Advisers
New York
$139K +$143K +10,456 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$134K -$47.8K -3,490 -26%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$133K +$138K +10,061 New
SG Americas Securities
93
SG Americas Securities
New York
$130K -$99.7K -7,273 -43%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$125K +$26.3K +1,919 +26%
Osaic Holdings
95
Osaic Holdings
Arizona
$122K +$10.9K +798 +9%
Citigroup
96
Citigroup
New York
$107K -$10.8K -791 -9%
TRCT
97
Tower Research Capital (TRC)
New York
$97.7K +$95.8K +6,989 +1,830%
HWM
98
HighMark Wealth Management
Minnesota
$75.3K -$4.86K -355 -6%
NA
99
NewEdge Advisors
Louisiana
$74.9K
A
100
AlphaQuest
New York
$64.2K +$66.4K +4,845 New

OFIX Hedge Fund Activity: Q2 2024 in Review

130 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q2 2024, worth a combined $472M — down 9.2% from $519M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of OFIX and 23 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 45 added.

The largest buyer was Paradigm Capital Management Inc, adding an estimated $8.35M. The largest seller was Morgan Stanley, cutting an estimated $10.1M.

  • 130 institutional investors held Orthofix Medical (OFIX) as of Q2 2024, down from 136 in Q1 2024.
  • Funds reported $472M of Orthofix Medical stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 23 funds opened new Orthofix Medical positions in Q2 2024 and 27 closed out, a net change of -4 holders.
  • The largest Orthofix Medical buyer in Q2 2024 was Paradigm Capital Management Inc, an estimated $8.35M added.
  • The largest Orthofix Medical seller in Q2 2024 was Morgan Stanley, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2024.