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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
PS
151
Principal Securities
Iowa
$984 +$858 +73 New
S
152
SignatureFD
Georgia
$580 +$505 +43 New
HGA
153
Hobbs Group Advisors
South Carolina
$337 +$294 +25 New
FFA
154
Farther Finance Advisors
California
$94 -$94 -8 -53%
HI
155
Harbour Investments
Wisconsin
$40 +$35 +3 New
FLAM
156
First Light Asset Management
Minnesota
– -$23.8M -1,852,438 Closed
SCM
157
Sio Capital Management
New York
– -$8.36M -650,000 Closed
First Eagle Investment Management
158
First Eagle Investment Management
New York
– -$3.58M -278,154 Closed
GKIM
159
GW&K Investment Management
Massachusetts
– -$2.18M -169,780 Closed
EIM
160
Essex Investment Management
Massachusetts
– -$2.03M -157,744 Closed
Point72 Asset Management
161
Point72 Asset Management
Connecticut
– -$1.88M -146,075 Closed
Massachusetts Financial Services
162
Massachusetts Financial Services
Massachusetts
– -$1.08M -83,662 Closed
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
– -$1.05M -80,036 Closed
Allianz Asset Management
164
Allianz Asset Management
Germany
– -$786K -61,100 Closed
LCM
165
Legato Capital Management
California
– -$730K -56,736 Closed
Public Sector Pension Investment Board (PSP Investments)
166
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$578K -44,932 Closed
Prudential Financial
167
Prudential Financial
New Jersey
– -$551K -42,810 Closed
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
– -$432K -33,603 Closed
GCP
169
GSA Capital Partners
United Kingdom
– -$425K -33,064 Closed
Los Angeles Capital Management
170
Los Angeles Capital Management
California
– -$411K -31,958 Closed
TPSF
171
Texas Permanent School Fund
Texas
– -$397K -30,860 Closed
MNBTD
172
Moody National Bank Trust Division
Texas
– -$364K -28,331 Closed
GCM
173
Graham Capital Management
Connecticut
– -$364K -28,288 Closed
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$316K -24,558 Closed
SOADOR
175
State of Alaska Department of Revenue
Alaska
– -$294K -22,870 Closed
5 6
7
8 9

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.