Orthofix Medical
OFIX
135 hedge funds and large institutions have $603M invested in Orthofix Medical in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 19 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 51
0.91% less ownership
Funds ownership: 99.27% → 98.35% (-0.91%)
5% less funds holding
Funds holding: 142 → 135 (-7)
19% less capital invested
Capital invested by funds: $746M → $603M (-$143M)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $208K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$6.2M |
| 2 |
BlackRock
New York
|
+$5.19M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$4.17M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$3.83M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.72M |
| 2 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$6.22M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$3.93M |
| 4 |
RA
Royce & Associates
New York
|
-$3.78M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.39M |
OFIX Hedge Fund Activity: Q4 2021 in Review
135 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q4 2021, worth a combined $603M — down 19% from $746M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of OFIX and 12 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 53 added.
The largest buyer was Polar Asset Management Partners, adding an estimated $6.2M. The largest seller was Bank of Montreal, cutting an estimated $7.72M.
- 135 institutional investors held Orthofix Medical (OFIX) as of Q4 2021, down from 142 in Q3 2021.
- Funds reported $603M of Orthofix Medical stock for Q4 2021, down 19% quarter-over-quarter.
- 12 funds opened new Orthofix Medical positions in Q4 2021 and 19 closed out, a net change of -7 holders.
- The largest Orthofix Medical buyer in Q4 2021 was Polar Asset Management Partners, an estimated $6.2M added.
- The largest Orthofix Medical seller in Q4 2021 was Bank of Montreal, an estimated $7.72M sold.
Based on aggregated 13F filings for Q4 2021.