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Orthofix Medical
OFIX

156 hedge funds and large institutions have $511M invested in Orthofix Medical in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

16% more capital invested

Capital invested by funds: $439M → $511M (+$72M)

10.16% more ownership

Funds ownership: 93.01% → 103.17% (+10%)

4% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 48

2% less funds holding

Funds holding: 159 → 156 (-3)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
43
Reduced
54
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$44M
2
ECM
Engine Capital Management
New York
+$35.7M
3
NM
Newtyn Management
New York
+$12.4M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$7.59M
5
PCMI
Paradigm Capital Management Inc
New York
+$7.59M

Top Sellers

1
BlackRock
BlackRock
New York
-$31.1M
2
FLAM
First Light Asset Management
Minnesota
-$23.8M
3
SBH
Segall Bryant & Hamill
Illinois
-$15.3M
4
SCM
Sio Capital Management
New York
-$8.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$5.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$254K – – –
NRD
102
Nebula Research & Development
New York
$253K +$50.5K +4,294 +30%
YIH
103
Y-Intercept (HK)
Hong Kong
$249K +$88.2K +7,509 +69%
AC
104
AXQ Capital
New Jersey
$244K +$213K +18,093 New
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$243K -$99.3K -8,453 -32%
DTL
106
Dynamic Technology Lab
Singapore
$239K +$208K +17,740 New
AIG
107
American International Group
New York
$236K -$22.2K -1,890 -10%
XT
108
XTX Topco
Cayman Islands
$233K +$203K +17,294 New
Franklin Resources
109
Franklin Resources
California
$229K -$249K -21,164 -55%
Wells Fargo
110
Wells Fargo
California
$221K -$1.45M -123,005 -88%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$205K – – –
Brown Advisory
112
Brown Advisory
Maryland
$201K – – –
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$192K -$10.4K -885 -6%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189K – – –
HSBC Holdings
115
HSBC Holdings
United Kingdom
$179K +$154K +13,131 New
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$177K +$63.6K +5,412 +70%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$161K +$153 +13 +0.1%
LCM
118
Laurion Capital Management
New York
$159K +$138K +11,784 New
Man Group
119
Man Group
United Kingdom
$144K +$126K +10,700 New
ASRS
120
Arizona State Retirement System
Arizona
$138K +$121K +10,271 New
Osaic Holdings
121
Osaic Holdings
Arizona
$136K -$55K -4,681 -32%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$136K – – –
Verition Fund Management
123
Verition Fund Management
Connecticut
$135K +$118K +10,050 New
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$101K +$20.6K +1,752 +30%
US Bancorp
125
US Bancorp
Minnesota
$89.7K +$77.5K +6,593 +10,302%
3 4
5
6 7

OFIX Hedge Fund Activity: Q4 2023 in Review

156 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q4 2023, worth a combined $511M — up 16% from $439M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OFIX and 46 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 43 added.

The largest buyer was Morgan Stanley, adding an estimated $44M. The largest seller was BlackRock, cutting an estimated $31.1M.

  • 156 institutional investors held Orthofix Medical (OFIX) as of Q4 2023, down from 159 in Q3 2023.
  • Funds reported $511M of Orthofix Medical stock for Q4 2023, up 16% quarter-over-quarter.
  • 46 funds opened new Orthofix Medical positions in Q4 2023 and 48 closed out, a net change of -2 holders.
  • The largest Orthofix Medical buyer in Q4 2023 was Morgan Stanley, an estimated $44M added.
  • The largest Orthofix Medical seller in Q4 2023 was BlackRock, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2023.