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Orthofix Medical
OFIX

149 hedge funds and large institutions have $542M invested in Orthofix Medical in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $472M → $542M (+$70M)

15% more funds holding

Funds holding: 130 → 149 (+19)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

3.95% less ownership

Funds ownership: 94.77% → 90.82% (-3.9%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

97% less call options, than puts

Call options by funds: $5K | Put options by funds: $199K

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
47
Reduced
47
Closed
5
Calls
$5K
Puts
$199K
Net Calls
-$194K
Net Calls Change
+$92K

Top Buyers

1
JIC
Juniper Investment Company
New York
+$8.93M
2
SCM
Soleus Capital Management
Connecticut
+$8.91M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.51M
4
BCM
Boone Capital Management
Georgia
+$2.49M
5
HS
HighVista Strategies
Massachusetts
+$1.73M

Top Sellers

1
GCM
Glenview Capital Management
New York
-$16.7M
2
NM
Newtyn Management
New York
-$13.7M
3
Morgan Stanley
Morgan Stanley
New York
-$9.82M
4
Millennium Management
Millennium Management
New York
-$3.18M
5
JAM
Jupiter Asset Management
United Kingdom
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$202K -$18.7K -1,165 -8%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K -$4.52K -282 -2%
GCM
103
Graham Capital Management
Connecticut
$193K +$198K +12,386 New
NRD
104
Nebula Research & Development
New York
$193K -$108K -6,735 -35%
OQS
105
Occudo Quantitative Strategies
Florida
$187K +$192K +11,969 New
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$157K – – –
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$156K +$8.96K +559 +6%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$128K -$97.7K -6,100 -43%
Osaic Holdings
109
Osaic Holdings
Arizona
$127K -$17.1K -1,066 -12%
NA
110
NewEdge Advisors
Louisiana
$88.3K – – –
HWM
111
HighMark Wealth Management
Minnesota
$82.2K -$6.67K -416 -7%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$70K -$2.48K -155 -3%
Canada Life
113
Canada Life
Manitoba, Canada
$67K – – –
TRCT
114
Tower Research Capital (TRC)
New York
$59.8K -$56.7K -3,540 -48%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$55.7K +$7.5K +468 +15%
AIP
116
Ameritas Investment Partners
Nebraska
$54.6K – – –
SOW
117
State of Wyoming
Wyoming
$48K +$192 +12 +0.4%
Acadian Asset Management
118
Acadian Asset Management
Massachusetts
$38K – – –
NC
119
nVerses Capital
Florida
$29.7K -$1.6K -100 -5%
MWA
120
MFA Wealth Advisors
Pennsylvania
$27.6K – – –
US Bancorp
121
US Bancorp
Minnesota
$22.1K – – –
AB
122
Amalgamated Bank
New York
$20K – – –
GI
123
GAMMA Investing
California
$18.6K +$2.35K +147 +14%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$16.7K – – –
GRP
125
Global Retirement Partners
California
$10.1K – – –
3 4
5
6 7

OFIX Hedge Fund Activity: Q3 2024 in Review

149 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q3 2024, worth a combined $542M — up 15% from $472M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OFIX positions and 5 closed out — a net gain of 19 holders — while 47 added to existing stakes and 47 trimmed.

The largest buyer was Juniper Investment Company, adding an estimated $8.93M. The largest seller was Glenview Capital Management, cutting an estimated $16.7M.

  • 149 institutional investors held Orthofix Medical (OFIX) as of Q3 2024, up from 130 in Q2 2024.
  • Funds reported $542M of Orthofix Medical stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new Orthofix Medical positions in Q3 2024 and 5 closed out, a net change of +19 holders.
  • The largest Orthofix Medical buyer in Q3 2024 was Juniper Investment Company, an estimated $8.93M added.
  • The largest Orthofix Medical seller in Q3 2024 was Glenview Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2024.