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Orthofix Medical

150 hedge funds and large institutions have $597M invested in Orthofix Medical in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $546M → $597M (+$51.2M)

1.85% more ownership

Funds ownership: 89.33%91.18% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 162150 (-12)

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
150
Holders Change
-12
Holders Change %
-7.41%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
50
Reduced
59
Closed
21
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$108M -$918K -49,141 -0.8%
FLAM
2
First Light Asset Management
Minnesota
$44.4M -$3.58M -191,842 -7%
AC
3
Armistice Capital
New York
$44M +$11.2M +600,000 +33%
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.5M -$447K -23,954 -1%
RCMNY
5
Rubric Capital Management (New York)
New York
$43.2M +$6.51M +348,698 +17%
SBH
6
Segall Bryant & Hamill
Illinois
$37.3M -$376K -20,143 -1%
State Street
7
State Street
Massachusetts
$28.6M +$282K +15,098 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$21.3M +$537K +28,746 +2%
PIM
9
Paradice Investment Management
Colorado
$17M -$220K -11,792 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.8M +$490K +26,255 +4%
EA
11
Emerald Advisers
Pennsylvania
$12.6M +$3.77M +201,962 +41%
Renaissance Technologies
12
Renaissance Technologies
New York
$10.6M -$1.78M -95,499 -14%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.4M +$3.12M +167,085 +41%
Morgan Stanley
14
Morgan Stanley
New York
$9.13M +$603K +32,298 +7%
ECM
15
ExodusPoint Capital Management
New York
$8.09M +$5.92M +317,079 +243%
Charles Schwab
16
Charles Schwab
California
$7.39M +$334K +17,879 +5%
Northern Trust
17
Northern Trust
Illinois
$6.95M +$37.4K +2,000 +0.5%
Ameriprise
18
Ameriprise
Minnesota
$6.52M -$1.24M -66,463 -16%
AIC
19
AWM Investment Company
New York
$6.09M -$2.27M -121,441 -26%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.25M -$133K -7,095 -2%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$4.53M +$3.26M +174,655 +230%
GLA
22
Great Lakes Advisors
Illinois
$4.5M +$1.35M +72,383 +41%
N
23
Nuveen
North Carolina
$4.05M
Invesco
24
Invesco
Georgia
$4.04M -$289K -15,473 -6%
Citadel Advisors
25
Citadel Advisors
Florida
$3.87M +$3.04M +162,964 +317%

OFIX Hedge Fund Activity: Q2 2023 in Review

150 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q2 2023, worth a combined $597M — up 9.4% from $546M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OFIX and 10 opened new positions — a net loss of 11 holders — while 59 trimmed existing stakes and 50 added.

The largest buyer was Armistice Capital, adding an estimated $11.2M. The largest seller was JP Morgan Chase, cutting an estimated $7M.

  • 150 institutional investors held Orthofix Medical (OFIX) as of Q2 2023, down from 162 in Q1 2023.
  • Funds reported $597M of Orthofix Medical stock for Q2 2023, up 9.4% quarter-over-quarter.
  • 10 funds opened new Orthofix Medical positions in Q2 2023 and 21 closed out, a net change of -11 holders.
  • The largest Orthofix Medical buyer in Q2 2023 was Armistice Capital, an estimated $11.2M added.
  • The largest Orthofix Medical seller in Q2 2023 was JP Morgan Chase, an estimated $7M sold.

Based on aggregated 13F filings for Q2 2023.