Orthofix Medical Inc.
OFIX- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0000884624
In the last 90 days, Orthofix Medical Inc. insiders filed 1 open-market purchase and 3 sales; 143 institutions reported holding it in 13F filings for Q2 2026, worth $350.1M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Orthofix Medical Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 156
- −2 vs. Q3 2023
- Shares held
- 35.8M
- +1.68M (+4.9%) vs. Q3 2023
- Total value
- $482.9M
- +$43.7M (+10.0%) vs. Q3 2023
- New holders
- 46
- 43 more added
- Sold out
- 48
- 54 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OFIX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 143 | $350.1M |
| Q1 2026 | 147 | $413.4M |
| Q4 2025 | 144 | $533.3M |
| Q3 2025 | 145 | $515.8M |
| Q2 2025 | 159 | $400.5M |
| Q1 2025 | 160 | $541.4M |
| Q4 2024 | 150 | $577.0M |
| Q3 2024 | 149 | $541.6M |
| Q2 2024 | 130 | $471.6M |
| Q1 2024 | 136 | $519.4M |
| Q4 2023 | 156 | $482.9M |
| Q3 2023 | 159 | $439.5M |
| Q2 2023 | 150 | $596.9M |
| Q1 2023 | 162 | $545.6M |
| Q4 2022 | 154 | $419.7M |
| Q3 2022 | 144 | $376.3M |
| Q2 2022 | 130 | $466.6M |
| Q1 2022 | 149 | $634.8M |
| Q4 2021 | 136 | $604.2M |
| Q3 2021 | 142 | $746.0M |
| Q2 2021 | 134 | $761.9M |
| Q1 2021 | 140 | $824.4M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Orthofix Medical Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 69,839 | $941.4K | 0.00% | +56,704+431.7% | Added |
| Kennedy Capital Management, Inc. | 71,469 | $963.4K | 0.02% | −1,092−1.5% | Reduced |
| Swiss National Bank | 72,400 | $976.0K | 0.00% | −4,000−5.2% | Reduced |
| UBS Oconnor LLC | 80,249 | $1.08M | 0.03% | −27,783−25.7% | Reduced |
| Susquehanna International Group, LLP | 83,175 | $1.12M | 0.00% | +65,049+358.9% | Added |
| Bank of America Corp | 96,818 | $1.31M | 0.00% | +40,762+72.7% | Added |
| Jump Financial, LLC | 107,197 | $1.45M | 0.05% | +107,197 | New |
| Barclays PLC | 107,354 | $1.45M | 0.00% | +82,276+328.1% | Added |
| Marshall Wace, LLP | 109,574 | $1.48M | 0.00% | −37,340−25.4% | Reduced |
| Two Sigma Investments, LP | 116,197 | $1.57M | 0.00% | +102,521+749.6% | Added |
| Gamco Investors, Inc. Et Al | 123,300 | $1.66M | 0.02% | +31,900+34.9% | Added |
| Ameriprise Financial Inc | 126,755 | $1.71M | 0.00% | −153,959−54.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 136,044 | $1.83M | 0.01% | +752+0.6% | Added |
| Clough Capital Partners L P | 136,100 | $1.83M | 0.20% | +136,100 | New |
| Goldman Sachs Group Inc | 137,590 | $1.85M | 0.00% | +60,473+78.4% | Added |
| Gabelli Funds LLC | 139,500 | $1.88M | 0.01% | +4,500+3.3% | Added |
| Mutual of America Capital Management LLC | 152,347 | $2.05M | 0.02% | −9,029−5.6% | Reduced |
| Bank of New York Mellon Corp | 154,636 | $2.08M | 0.00% | −132,283−46.1% | Reduced |
| HRT Financial LP | 168,817 | $2.27M | 0.02% | +168,817 | New |
| Western Standard LLC | 170,319 | $2.30M | 2.17% | −159,332−48.3% | Reduced |
| Voya Investment Management LLC | 214,048 | $2.89M | 0.00% | +199,166+1,338.3% | Added |
| Cubist Systematic Strategies, LLC | 225,339 | $3.04M | 0.04% | +122,181+118.4% | Added |
| Great Lakes Advisors, LLC | 230,253 | $3.10M | 0.03% | −49,802−17.8% | Reduced |
| Russell Investments Group, Ltd. | 233,979 | $3.15M | 0.01% | +118,269+102.2% | Added |
| Algert Global LLC | 249,747 | $3.37M | 0.14% | +111,593+80.8% | Added |
| Nuveen Asset Management, LLC | 263,293 | $3.55M | 0.00% | +42,633+19.3% | Added |
| ExodusPoint Capital Management, LP | 270,506 | $3.65M | 0.05% | −116,887−30.2% | Reduced |
| Citadel Advisors LLC | 270,918 | $3.65M | 0.00% | +31,909+13.4% | Added |
| Jane Street Group, LLC | 277,664 | $3.74M | 0.00% | +277,664 | New |
| Jupiter Asset Management Ltd | 297,013 | $4.00M | 0.04% | +297,013 | New |
| Clearline Capital LP | 321,122 | $4.33M | 0.48% | −200,624−38.5% | Reduced |
| Renaissance Technologies LLC | 339,318 | $4.57M | 0.01% | −186,418−35.5% | Reduced |
| Northern Trust Corp | 355,111 | $4.79M | 0.00% | −33,057−8.5% | Reduced |
| Tejara Capital Ltd | 394,095 | $5.31M | 2.23% | +184,300+87.8% | Added |
| Emerald Mutual Fund Advisers Trust | 394,662 | $5.32M | 0.28% | −63,819−13.9% | Reduced |
| Dimensional Fund Advisors LP | 458,099 | $6.18M | 0.00% | −439,271−49.0% | Reduced |
| Charles Schwab Investment Management Inc | 461,885 | $6.23M | 0.00% | +32,400+7.5% | Added |
| AWM Investment Company, Inc. | 474,456 | $6.40M | 0.84% | −124,007−20.7% | Reduced |
| AYAL Capital Advisors Ltd | 475,242 | $6.41M | 5.01% | +475,242 | New |
| Glenview Capital Management, LLC | 500,000 | $6.74M | 0.16% | +500,000 | New |
| Boone Capital Management LLC | 500,000 | $6.74M | 1.57% | +500,000 | New |
| Millennium Management LLC | 508,108 | $6.85M | 0.01% | +508,108 | New |
| Assenagon Asset Management S.A. | 568,519 | $7.66M | 0.02% | −120.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 646,380 | $8.71M | 0.04% | +646,380 | New |
| Emerald Advisers, LLC | 757,186 | $10.2M | 0.44% | +195,704+34.9% | Added |
| Geode Capital Management, LLC | 791,806 | $10.7M | 0.00% | +43,457+5.8% | Added |
| Paradigm Capital Management Inc | 936,300 | $12.6M | 0.66% | +645,800+222.3% | Added |
| Newtyn Management, LLC | 1,053,320 | $14.2M | 2.79% | +1,053,320 | New |
| State Street Corp | 1,163,825 | $15.7M | 0.00% | −334,442−22.3% | Reduced |
| Vanguard Group Inc | 1,999,666 | $27.0M | 0.00% | −486,407−19.6% | Reduced |
| Morgan Stanley | 2,092,869 | $28.2M | 0.00% | +1,651,233+373.9% | Added |
| Engine Capital Management, LP | 3,035,301 | $40.9M | 6.75% | +3,035,301 | New |
| BlackRock Inc. | 3,317,319 | $44.7M | 0.00% | −2,646,049−44.4% | Reduced |
| Armistice Capital, LLC | 3,600,000 | $48.5M | 1.29% | +636,000+21.5% | Added |
| Rubric Capital Management LP | 3,665,000 | $49.4M | 1.84% | +230,335+6.7% | Added |
| HighMark Wealth Management LLC | 7,073 | – | – | −107,987−93.9% | Reduced |
| First Light Asset Management, LLC | 0 | $0 | 0.00% | −1,852,438−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −278,154−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −169,780−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −157,744−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −146,075−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −83,662−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −80,036−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −61,100−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −56,736−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −44,932−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −42,810−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −33,603−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −33,064−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −31,958−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −30,860−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −28,331−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −28,288−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −24,558−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −22,870−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −22,372−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −20,332−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −20,142−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,945−100.0% | Sold out |
| Louisiana State Employees Retirement System | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −18,116−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −17,814−100.0% | Sold out |
| Paradice Investment Management LLC | 0 | $0 | 0.00% | −17,577−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −16,632−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −15,269−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,464−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −13,397−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −11,233−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −10,896−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −9,920−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −9,264−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −6,116−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −82−100.0% | Sold out |