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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
Morgan Stanley
1
Morgan Stanley
New York
$56.4M +$44M +3,744,102 +848%
RCMNY
2
Rubric Capital Management (New York)
New York
$49.4M +$2.71M +230,335 +7%
AC
3
Armistice Capital
New York
$48.5M +$7.47M +636,000 +21%
BlackRock
4
BlackRock
New York
$44.7M -$31.1M -2,646,049 -44%
ECM
5
Engine Capital Management
New York
$40.9M +$35.7M +3,035,301 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$27M -$5.71M -486,407 -20%
State Street
7
State Street
Massachusetts
$15.7M -$3.93M -334,442 -22%
NM
8
Newtyn Management
New York
$14.2M +$12.4M +1,053,320 New
PCMI
9
Paradigm Capital Management Inc
New York
$12.6M +$7.59M +645,800 +222%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.7M +$511K +43,457 +6%
EA
11
Emerald Advisers
Pennsylvania
$10.2M +$2.3M +195,704 +35%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$8.71M +$7.59M +646,380 New
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$7.66M -$141 -12 -0%
Millennium Management
14
Millennium Management
New York
$6.85M +$5.97M +508,108 New
BCM
15
Boone Capital Management
Georgia
$6.74M +$5.87M +500,000 New
GCM
16
Glenview Capital Management
New York
$6.74M +$5.87M +500,000 New
ACA
17
AYAL Capital Advisors
Ontario, Canada
$6.41M +$5.58M +475,242 New
AIC
18
AWM Investment Company
New York
$6.4M -$1.46M -124,007 -21%
Charles Schwab
19
Charles Schwab
California
$6.23M +$381K +32,400 +8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$6.18M -$5.16M -439,271 -49%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.32M -$750K -63,819 -14%
TC
22
Tejara Capital
United Kingdom
$5.31M +$2.17M +184,300 +88%
Northern Trust
23
Northern Trust
Illinois
$4.79M -$388K -33,057 -9%
Renaissance Technologies
24
Renaissance Technologies
New York
$4.57M -$2.19M -186,418 -35%
CC
25
Clearline Capital
New York
$4.33M -$2.36M -200,624 -38%
1
2 3 4 5

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.