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Orthofix Medical

162 hedge funds and large institutions have $546M invested in Orthofix Medical in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 24 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 24

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more capital invested

Capital invested by funds: $407M → $546M (+$139M)

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

5% more funds holding

Funds holding: 154162 (+8)

12.87% less ownership

Funds ownership: 102.2%89.33% (-13%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
82
Reduced
24
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M +$42M +2,144,154 +56%
FLAM
2
First Light Asset Management
Minnesota
$44.4M +$51.9M +2,650,971 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.7M +$19.8M +1,009,693 +71%
SBH
4
Segall Bryant & Hamill
Illinois
$34.9M -$12.6M -641,924 -24%
RCMNY
5
Rubric Capital Management (New York)
New York
$34.2M +$40M +2,043,714 New
AC
6
Armistice Capital
New York
$30.8M +$20.3M +1,036,000 +130%
State Street
7
State Street
Massachusetts
$26.2M +$13.5M +690,819 +79%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$19.3M +$10.5M +537,596 +88%
PIM
9
Paradice Investment Management
Colorado
$16M -$281K -14,381 -1%
Renaissance Technologies
10
Renaissance Technologies
New York
$11.4M +$3.94M +201,130 +42%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.4M +$6.09M +311,048 +84%
EA
12
Emerald Advisers
Pennsylvania
$8.26M +$9.66M +493,393 New
Morgan Stanley
13
Morgan Stanley
New York
$7.93M +$1.79M +91,219 +24%
AIC
14
AWM Investment Company
New York
$7.69M +$8.98M +458,823 New
Ameriprise
15
Ameriprise
Minnesota
$7.16M -$721K -36,867 -8%
JP Morgan Chase
16
JP Morgan Chase
New York
$6.97M +$4.98M +254,534 +157%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.83M +$7.98M +407,539 New
Charles Schwab
18
Charles Schwab
California
$6.55M +$2.4M +122,575 +46%
Northern Trust
19
Northern Trust
Illinois
$6.42M +$3.17M +162,223 +73%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$6.36M -$379K -19,391 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.98M +$2.27M +115,820 +64%
Invesco
22
Invesco
Georgia
$4M +$1.1M +56,114 +31%
N
23
Nuveen
North Carolina
$3.75M +$1.64M +83,661 +60%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.59M +$1.62M +82,881 +63%
Wells Fargo
25
Wells Fargo
California
$3.01M +$2.44M +124,738 +228%