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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$297K – – –
Barclays
102
Barclays
United Kingdom
$290K -$145K -3,919 -34%
BIM
103
Bogle Investment Management
Massachusetts
$286K -$2.66M -71,800 -91%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$278K +$270K +7,300 New
KI
105
Koch Industries
Kansas
$269K +$261K +7,045 New
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$262K +$254K +6,856 New
NCCM
107
Nine Chapters Capital Management
New Jersey
$240K -$263K -7,100 -53%
RFCA
108
R&F Capital Advisors
New York
$239K -$122K -3,288 -34%
UBS AM
109
UBS AM
Illinois
$229K +$223K +6,011 New
CAM
110
Capstone Asset Management
Texas
$204K +$198K +5,342 New
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$178K +$70.3K +1,900 +69%
QT
112
Quantbot Technologies
New York
$175K +$170K +4,591 New
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$160K – – –
MSA
114
Mason Street Advisors
Wisconsin
$159K +$154K +4,168 New
PI
115
PineBridge Investments
New York
$88K +$86.1K +2,325 New
SOADOR
116
State of Alaska Department of Revenue
Alaska
$75K +$73.3K +1,980 New
AIP
117
Ameritas Investment Partners
Nebraska
$55K +$53.6K +1,448 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$49K -$724K -19,553 -94%
Simplex Trading
119
Simplex Trading
Illinois
$38K +$37.5K +1,012 New
SEI Investments
120
SEI Investments
Pennsylvania
$37K -$17.5K -472 -33%
AIM
121
Acrospire Investment Management
Illinois
$35K -$192K -5,199 -85%
Loomis, Sayles & Company
122
Loomis, Sayles & Company
Massachusetts
$30K +$2.18K +59 +8%
LIA
123
LS Investment Advisors
Michigan
$29K +$27.8K +750 New
UBS Group
124
UBS Group
Switzerland
$25K -$86.5K -2,336 -78%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$20K -$20.6K -557 -52%
3 4
5
6 7

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.