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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
QCG
126
Quadrant Capital Group
Ohio
$10.1K – – –
QL
127
Quarry LP
New York
$9.53K +$1.76K +110 +22%
CPA
128
Capital Performance Advisors
California
$8.12K +$8.33K +520 New
HFS
129
Hantz Financial Services
Michigan
$6K – – –
CFM
130
Catalyst Funds Management
Australia
$3.12K +$3.2K +200 New
PWMG
131
Private Wealth Management Group
New Jersey
$2.97K – – –
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$2.31K +$1.19K +74 +100%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.92K – – –
SCM
134
Sterling Capital Management
North Carolina
$1.86K +$1.91K +119 New
FFA
135
Frazier Financial Advisors
Ohio
$1.56K – – –
LC
136
Lindbrook Capital
California
$1.44K – – –
PS
137
Principal Securities
Iowa
$1.44K – – –
Simplex Trading
138
Simplex Trading
Illinois
$1K -$1.31K -82 -47%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$1K +$384 +24 +104%
Bessemer Group
140
Bessemer Group
New Jersey
$1K +$1.28K +80 New
RIL
141
Rothschild Investment LLC
Illinois
$703 +$401 +25 +125%
S
142
SignatureFD
Georgia
$672 +$689 +43 New
AAP
143
Arax Advisory Partners
Colorado
$500 – – –
HGA
144
Hobbs Group Advisors
South Carolina
$391 – – –
Allspring Global Investments
145
Allspring Global Investments
North Carolina
$249 +$256 +16 New
FFA
146
Farther Finance Advisors
California
$234 +$160 +10 +200%
CAS
147
Coppell Advisory Solutions
Texas
$131 +$144 +9 New
HI
148
Harbour Investments
Wisconsin
$47 – – –
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$16 +$16 +1 New
Squarepoint
150
Squarepoint
New York
– -$405K -30,562 Closed
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.