ORTHOFIX MED INC OFIX
COM · Common Stock · CUSIP 68752M108
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersLewisville, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($513.1k this quarter). Holder counts are more reliable. Shares outstanding: 40.7m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.15. Options: 0 managers hold calls (— notional), 1 hold puts ($25.6k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 144 |
| Q4 2022 | 154 |
| Q1 2023 | 163 |
| Q2 2023 | 151 |
| Q3 2023 | 160 |
| Q4 2023 | 157 |
| Q1 2024 | 137 |
| Q2 2024 | 131 |
| Q3 2024 | 150 |
| Q4 2024 | 151 |
| Q1 2025 | 161 |
| Q2 2025 | 160 |
| Q3 2025 | 145 |
| Q4 2025 | 144 |
| Q1 2026 | 147 |
| Q2 2026 | 143 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 67 | 52 |
| Q4 2024 | 70 | 65 |
| Q1 2025 | 76 | 61 |
| Q2 2025 | 96 | 62 |
| Q3 2025 | 74 | 84 |
| Q4 2025 | 58 | 75 |
| Q1 2026 | 77 | 67 |
| Q2 2026 | 85 | 65 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $11.7k | $1.5m | 129.70 |
| Q4 2025 | $10.6k | $40.9k | 3.86 |
| Q1 2026 | $0 | $1.4m | — |
| Q2 2026 | $0 | $25.6k | — |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +698.2k |
| ARMISTICE CAPITAL, LLC | Added | +564.0k |
| Juniper Investment Company, LLC | Added | +465.6k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +327.4k |
| Engine Capital Management, LP | Added | +184.9k |
| LAZARD ASSET MANAGEMENT LLC | New | +173.9k |
| FMR LLC | Added | +170.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +144.0k |
| GOLDMAN SACHS GROUP INC | Added | +121.7k |
| BlackRock, Inc. | Added | +118.8k |
Biggest sellers
| Philosophy Capital Management LLC | Sold out | -558.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -204.9k |
| Trexquant Investment LP | Sold out | -127.2k |
| GABELLI FUNDS LLC | Reduced | -114.6k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -109.9k |
| Engineers Gate Manager LP | Sold out | -106.2k |
| GSA CAPITAL PARTNERS LLP | Reduced | -93.4k |
| Point72 Asset Management, L.P. | Reduced | -85.9k |
| CITADEL ADVISORS LLC | Reduced | -77.0k |
| Creative Planning | Reduced | -75.8k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $25.6k2.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Juniper Investment Company, LLC
13D · may seek influence
+1.4 pts · filed 2026-05-27
Stated purposeItem 4 is hereby amended and supplemented by adding the following information. Between February 13, 2026, and May 22, 2026, Juniper Targeted Opportunity Fund, L.P. purchased 657,926 shares at an aggregate purchase price of approximately $7,413,751, which includes brokerage commissions, in the open market. Full filing |
11.0% |
| ENGINE CAPITAL, L.P. 13D · may seek influence +1.6 pts · filed 2025-05-08 | 10.9% |
| ARMISTICE CAPITAL, LLC 13G · institution +1.3 pts · filed 2026-08-14 | 8.0% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $464 | — |
| Q1 2025 | 1 | $172.8k | 4 | $519.9k | — |
| Q2 2025 | 2 | $200.3k | 4 | $110.3k | — |
| Q3 2025 | 0 | — | 1 | $28.4k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $62.3k | 7 | $782.6k | — |
| Q2 2026 | 1 | $61.3k | 2 | $82.4k | — |
| Q3 2026 | 0 | — | 1 | $14.5k | $1.4k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-21 | MICHAS ALEXIS P +2 10% owner · By: Juniper Targeted Opportunity Fund, L.P. | Bought | $1.7m190.0k shares |
| 2026-09-18 | MICHAS ALEXIS P +2 10% owner · By: Juniper Targeted Opportunity Fund, L.P. | Bought | $1.0m120.0k shares |
| 2026-09-01 | Fisher Patrick President, Global Limb Recon | Sold plan | $1.4k150 shares |
| 2026-08-18 | Fisher Patrick President, Global Limb Recon | Sold | $13.1k1.3k shares |
| 2026-06-18 | McPherron Aviva Pres, Global Ops & Qual | Sold | $34.4k3.7k shares |
| 2026-05-07 | Ajdler Arnaud +7 10% owner · By: Engine Capital, L.P. | Bought | $332.5k27.3k shares |
| 2026-05-07 | HENNEMAN JOHN B III Director | Bought | $61.3k5.0k shares |
| 2026-05-07 | Ajdler Arnaud +7 10% owner · By: Engine Lift Capital, LP | Bought | $33.0k2.7k shares |
| 2026-05-06 | Ajdler Arnaud +7 10% owner · By: Engine Capital, L.P. | Bought | $466.6k38.2k shares |
| 2026-05-06 | Ajdler Arnaud +7 10% owner · By: Engine Lift Capital, LP | Bought | $46.4k3.8k shares |
| 2026-05-05 | Ajdler Arnaud +7 10% owner · By: Engine Capital, L.P. | Bought | $1.3m110.0k shares |
| 2026-05-05 | Ajdler Arnaud +7 10% owner · By: Engine Lift Capital, LP | Bought | $34.9k2.9k shares |
| 2026-04-16 | Cedron Jorge Andres CLO | Sold | $48.0k3.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Engine Capital Management, LP 4.07% of their portfolio | 4.6m $41.8m | Added +184.9k |
| Juniper Investment Company, LLC 10.76% of their portfolio | 4.4m $40.6m | Added +465.6k |
| Rubric Capital Management LP 0.31% of their portfolio | 3.7m $34.0m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 3.3m $30.4m | Added +118.8k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.82% of their portfolio | 3.3m $30.2m | Reduced -4.4k |
| ARMISTICE CAPITAL, LLC 0.83% of their portfolio | 3.3m $29.8m | Added +564.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.7m $15.8m | Added +75.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $9.6m | Added +109.2k |
| STATE STREET CORP 0.00% of their portfolio | 953.1k $8.7m | Added +45.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 887.3k $8.1m | Added +698.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 887.2k $8.1m | Added +327.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 862.0k $7.9m | Reduced -204.9k |
| AYAL Capital Advisors Ltd 3.63% of their portfolio | 775.4k $7.1m | Reduced -8.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 731.6k $6.7m | Reduced -109.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 480.8k $4.4m | Added +101.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 446.1k $4.1m | Added +121.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 404.8k $3.7m | Added +8.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 363.9k $3.3m | Added +26.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 344.2k $3.1m | Added +144.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 334.6k $3.1m | Added +8.9k |
| MORGAN STANLEY 0.00% of their portfolio | 295.7k $2.7m | Added +98.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 291.8k $2.7m | Added +79.7k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 269.0k $2.5m | Added +6.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 267.3k $2.4m | Added +11.3k |
| FMR LLC 0.00% of their portfolio | 265.5k $2.4m | Added +170.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 199.3k $1.8m | Reduced -12.4k |
| GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio | 198.8k $1.8m | Reduced -3.0k |
| UBS Group AG 0.00% of their portfolio | 188.0k $1.7m | Added +70.2k |
| Nuveen, LLC 0.00% of their portfolio | 186.8k $1.7m | Added +13.1k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 173.9k $1.6m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 164.9k $1.6m | Reduced -25.5k |
| GREAT LAKES ADVISORS, LLC 0.01% of their portfolio | 135.2k $1.2m | Reduced -18.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 119.1k $1.1m | Added +5.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 116.6k $1.1m | Added +2.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 112.6k $1.0m | New |
| GABELLI FUNDS LLC 0.01% of their portfolio | 109.3k $999.0k | Reduced -114.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 105.0k $960.0k | Added +29.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 102.0k $932.6k | Added +38.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 97.6k $892.0k | Reduced -11.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 96.8k $884.7k | Reduced -5.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 92.3k $843.7k | Added +9.1k |
| MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio | 85.4k $780.7k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 83.3k $761.3k | Added +45.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 80.8k $738.7k | Added +7.6k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 75.0k $685.7k | New |
| Inspire Investing, LLC 0.03% of their portfolio | 74.2k $678.5k | Added +29.2k |
| Invesco Ltd. 0.00% of their portfolio | 73.1k $668.2k | Added +187 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 73.0k $667.4k | Reduced -85.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 72.9k $666.6k | Reduced -14.9k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 60.5k $553.3k | New |
| Tejara Capital Ltd 0.22% of their portfolio | 58.7k $536.7k | Added +19.6k |
| Global Strategic Investment Solutions, LLC 0.05% of their portfolio | 57.9k $529.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 56.2k $513.8k | Added +1.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 49.4k $451.7k | Reduced -77.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.1k $494.9k | Added +5.7k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 42.6k $389.5k | Reduced -28.7k |
| KIRR MARBACH & CO LLC /IN/ 0.06% of their portfolio | 39.5k $360.7k | Unchanged |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 39.2k $358.5k | Added +27.1k |
| CITIGROUP INC 0.00% of their portfolio | 38.3k $349.8k | Added +16.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 38.1k $348.2k | Added +4.7k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 37.3k $340.6k | New |
| Mariner, LLC 0.00% of their portfolio | 35.4k $323.4k | New |
| Empowered Funds, LLC 0.00% of their portfolio | 35.1k $320.9k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 34.3k $313.2k | Reduced -22.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 34.1k $311.5k | Added +19.0k |
| BARCLAYS PLC 0.00% of their portfolio | 30.8k $281.1k | Reduced -5.2k |
| RBF Capital, LLC 0.01% of their portfolio | 30.0k $274.2k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 29.8k $272.1k | New |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 27.8k $254.0k | Reduced -93.4k |
| Boston Partners 0.00% of their portfolio | 26.5k $241.8k | Reduced -3.3k |
| BAILARD, INC. 0.00% of their portfolio | 25.6k $234.3k | New |
| Dynamic Technology Lab Private Ltd 0.05% of their portfolio | 24.6k $225.0k | Added +8.9k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 23.9k $218.7k | Added +3.1k |
| XTX Topco Ltd 0.00% of their portfolio | 23.1k $210.9k | Reduced -15.0k |
| STRS OHIO 0.00% of their portfolio | 23.0k $210.2k | Added +2.6k |
| State of Wyoming 0.02% of their portfolio | 19.1k $174.6k | Added +4.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 18.6k $170.2k | Reduced -45 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 17.9k $208.2k | New |
| Teton Advisors, LLC 0.09% of their portfolio | 16.5k $150.8k | Reduced -800 |
| Creative Planning 0.00% of their portfolio | 13.9k $127.1k | Reduced -75.8k |
| Cerity Partners LLC 0.00% of their portfolio | 13.4k $122.2k | New |
| MARTINGALE ASSET MANAGEMENT L P 0.00% of their portfolio | 13.1k $119.6k | Reduced -17.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 12.5k $114.3k | Added +1.1k |
| nVerses Capital, LLC 0.17% of their portfolio | 12.4k $113.3k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 11.4k $104.2k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 10.7k $97.4k | Unchanged |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 10.6k $96.4k | Reduced -2.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 10.4k $95.0k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 10.1k $92.1k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.2k $74.8k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 4.7k $43.1k | Added +4.3k |
| HighMark Wealth Management LLC 0.01% of their portfolio | 4.3k $39.4k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 4.1k $37.2k | Added +537 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 3.5k $31.9k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 3.3k $30.4k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.3k $30.2k | Reduced -206 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 2.6k $23.8k | Added +2.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.5k $22.9k | Added +5 |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 2.1k $19.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.7k $16.0k | Added +1.0k |