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Orthofix Medical
OFIX

149 hedge funds and large institutions have $542M invested in Orthofix Medical in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $472M → $542M (+$70M)

15% more funds holding

Funds holding: 130 → 149 (+19)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

3.95% less ownership

Funds ownership: 94.77% → 90.82% (-3.9%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

97% less call options, than puts

Call options by funds: $5K | Put options by funds: $199K

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
47
Reduced
47
Closed
5
Calls
$5K
Puts
$199K
Net Calls
-$194K
Net Calls Change
+$92K

Top Buyers

1
JIC
Juniper Investment Company
New York
+$8.93M
2
SCM
Soleus Capital Management
Connecticut
+$8.91M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.51M
4
BCM
Boone Capital Management
Georgia
+$2.49M
5
HS
HighVista Strategies
Massachusetts
+$1.73M

Top Sellers

1
GCM
Glenview Capital Management
New York
-$16.7M
2
NM
Newtyn Management
New York
-$13.7M
3
Morgan Stanley
Morgan Stanley
New York
-$9.82M
4
Millennium Management
Millennium Management
New York
-$3.18M
5
JAM
Jupiter Asset Management
United Kingdom
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1
Armistice Capital
New York
$58.9M +$288K +18,000 +0.5%
RCMNY
2
Rubric Capital Management (New York)
New York
$57.7M – – –
ECM
3
Engine Capital Management
New York
$52.6M – – –
BlackRock
4
BlackRock
New York
$48.9M -$910K -56,792 -2%
PCMI
5
Paradigm Capital Management Inc
New York
$39.9M +$6.41K +400 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$33M +$549K +34,284 +2%
Morgan Stanley
7
Morgan Stanley
New York
$22M -$9.82M -612,917 -30%
BCM
8
Boone Capital Management
Georgia
$14.5M +$2.49M +155,139 +20%
State Street
9
State Street
Massachusetts
$13.7M -$451K -28,162 -3%
JIC
10
Juniper Investment Company
New York
$13.5M +$8.93M +557,308 +180%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.1M +$185K +11,559 +1%
NM
12
Newtyn Management
New York
$12.7M -$13.7M -854,896 -51%
EA
13
Emerald Advisers
Pennsylvania
$11.4M -$21.5K -1,339 -0.2%
ACA
14
AYAL Capital Advisors
Ontario, Canada
$10.2M -$501K -31,288 -5%
SCM
15
Soleus Capital Management
Connecticut
$9.48M +$8.91M +555,933 +1,090%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$7.81M +$3.51M +218,895 +78%
AIC
17
AWM Investment Company
New York
$7.02M – – –
TC
18
Tejara Capital
United Kingdom
$5.88M -$935K -58,345 -13%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.81M -$361K -22,513 -6%
Northern Trust
20
Northern Trust
Illinois
$5.28M -$176K -10,955 -3%
Charles Schwab
21
Charles Schwab
California
$5.07M +$639K +39,901 +14%
KLP
22
Kent Lake PR
Puerto Rico
$4.69M +$4.81M +300,000 New
Citadel Advisors
23
Citadel Advisors
Florida
$4.49M -$708K -44,222 -13%
GLA
24
Great Lakes Advisors
Illinois
$3.85M -$211K -13,193 -5%
AG
25
Algert Global
California
$3.35M +$701K +43,753 +26%
1
2 3 4 5

OFIX Hedge Fund Activity: Q3 2024 in Review

149 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Orthofix Medical (OFIX) for Q3 2024, worth a combined $542M — up 15% from $472M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OFIX positions and 5 closed out — a net gain of 19 holders — while 47 added to existing stakes and 47 trimmed.

The largest buyer was Juniper Investment Company, adding an estimated $8.93M. The largest seller was Glenview Capital Management, cutting an estimated $16.7M.

  • 149 institutional investors held Orthofix Medical (OFIX) as of Q3 2024, up from 130 in Q2 2024.
  • Funds reported $542M of Orthofix Medical stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new Orthofix Medical positions in Q3 2024 and 5 closed out, a net change of +19 holders.
  • The largest Orthofix Medical buyer in Q3 2024 was Juniper Investment Company, an estimated $8.93M added.
  • The largest Orthofix Medical seller in Q3 2024 was Glenview Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2024.