Orthofix Medical
OFIX
142 hedge funds and large institutions have $746M invested in Orthofix Medical in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 9 closing their positions.
389% more call options, than puts
Call options by funds: $181K | Put options by funds: $37K
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
20% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 45
6% more funds holding
Funds holding: 134 → 142 (+8)
2.13% more ownership
Funds ownership: 97.14% → 99.27% (+2.1%)
2% less capital invested
Capital invested by funds: $762M → $746M (-$16.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.77M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$6.12M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$4.3M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.11M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$8.3M |
| 2 |
RA
Royce & Associates
New York
|
-$6.14M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.78M |
| 4 |
BlackRock
New York
|
-$3M |
| 5 |
JP Morgan Chase
New York
|
-$2.46M |
OFIX Hedge Fund Activity: Q3 2021 in Review
142 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q3 2021, worth a combined $746M — down 2.1% from $762M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OFIX positions and 9 closed out — a net gain of 9 holders — while 54 added to existing stakes and 45 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $8.77M. The largest seller was Invesco, cutting an estimated $8.3M.
- 142 institutional investors held Orthofix Medical (OFIX) as of Q3 2021, up from 134 in Q2 2021.
- Funds reported $746M of Orthofix Medical stock for Q3 2021, down 2.1% quarter-over-quarter.
- 18 funds opened new Orthofix Medical positions in Q3 2021 and 9 closed out, a net change of +9 holders.
- The largest Orthofix Medical buyer in Q3 2021 was Bank of Montreal, an estimated $8.77M added.
- The largest Orthofix Medical seller in Q3 2021 was Invesco, an estimated $8.3M sold.
Based on aggregated 13F filings for Q3 2021.