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 ($621.8k this quarter). Holder counts are more reliable. Shares outstanding: 39.5m as of 2025-07-31, 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 ≈ $11.15. Options: 1 managers hold calls ($0 notional), 2 hold puts ($24.0k).
Trends to Q2 2025
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 |
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 2023 | 74 | 83 |
| Q4 2023 | 81 | 100 |
| Q1 2024 | 52 | 80 |
| Q2 2024 | 65 | 70 |
| Q3 2024 | 67 | 52 |
| Q4 2024 | 70 | 65 |
| Q1 2025 | 76 | 61 |
| Q2 2025 | 96 | 62 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $4.7k | $199.4k | 42.55 |
| Q4 2024 | $7.0k | $7.0k | 1.00 |
| Q1 2025 | $8.2k | $35.9k | 4.40 |
| Q2 2025 | $0 | $24.0k | — |
Biggest buyers
| PARADIGM CAPITAL MANAGEMENT INC/NY | Added | +858.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +723.0k |
| BANK OF AMERICA CORP /DE/ | Added | +596.9k |
| Engine Capital Management, LP | Added | +510.3k |
| Philosophy Capital Management LLC | Added | +474.5k |
| AYAL Capital Advisors Ltd | Added | +403.4k |
| ROYAL BANK OF CANADA | Added | +383.1k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +377.2k |
| Juniper Investment Company, LLC | Added | +332.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +261.7k |
Biggest sellers
| BOONE CAPITAL MANAGEMENT LLC | Sold out | -948.2k |
| EMERALD ADVISERS, LLC | Reduced | -811.0k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Reduced | -476.9k |
| Soleus Capital Management, L.P. | Reduced | -340.8k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Sold out | -169.5k |
| MARSHALL WACE, LLP | Sold out | -161.4k |
| ALGERT GLOBAL LLC | Reduced | -137.8k |
| CLOUGH CAPITAL PARTNERS L P | Reduced | -133.8k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -121.7k |
| CITADEL ADVISORS LLC | Reduced | -93.5k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SIMPLEX TRADING, LLC | New | $24.0k2.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $101.0k | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $464 | — |
| Q1 2025 | 1 | $172.8k | 4 | $519.9k | — |
| Q2 2025 | 2 | $200.3k | 4 | $110.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-18 | McPherron Aviva Pres, Global Ops & Qual | Sold | $39.2k3.7k shares |
| 2025-06-11 | REINHARDT MAX President, Global Spine | Sold | $19.1k1.6k shares |
| 2025-06-04 | Bazaar Alan Lee Director | Bought | $24.6k2.2k shares |
| 2025-05-12 | Bazaar Alan Lee Director | Bought | $25.2k2.0k shares |
| 2025-05-09 | Calafiore Massimo President & CEO, director | Bought | $125.4k10.0k shares |
| 2025-05-09 | Bazaar Alan Lee Director | Bought | $25.1k2.0k shares |
| 2025-05-07 | Ajdler Arnaud +4 10% owner · By: Engine Capital, L.P. | Bought | $1.0m83.4k shares |
| 2025-05-07 | Ajdler Arnaud +7 10% owner · By: Engine Capital, L.P. | Bought | $1.0m83.4k shares |
| 2025-05-07 | Ajdler Arnaud +7 10% owner · By: Engine Lift Capital, LP | Bought | $104.9k8.5k shares |
| 2025-05-07 | Ajdler Arnaud +4 10% owner · By: Engine Lift Capital, LP | Bought | $104.9k8.5k shares |
| 2025-05-07 | Ajdler Arnaud +4 10% owner · By: Engine Jet Capital, L.P. | Bought | $99.8k8.1k shares |
| 2025-05-07 | Ajdler Arnaud +7 10% owner · By: Engine Jet Capital, L.P. | Bought | $99.8k8.1k shares |
| 2025-04-16 | Cedron Jorge Andres CLO | Sold | $50.8k3.8k shares |
| 2025-04-02 | Gillespie Geoffrey C CAO | Sold | $1.2k76 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 2025
| Manager | Shares | Change |
|---|---|---|
| Engine Capital Management, LP 10.01% of their portfolio | 4.3m $47.4m | Added +510.3k |
| Rubric Capital Management LP 0.67% of their portfolio | 3.7m $41.5m | Added +26.8k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 1.82% of their portfolio | 3.3m $37.2m | Added +858.9k |
| BlackRock, Inc. 0.00% of their portfolio | 3.2m $35.8m | Added +149.4k |
| ARMISTICE CAPITAL, LLC 1.26% of their portfolio | 3.0m $33.2m | Added +14.0k |
| Juniper Investment Company, LLC 11.35% of their portfolio | 2.5m $27.5m | Added +332.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.3m $26.1m | Added +160.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.1m $12.0m | Added +261.7k |
| STATE STREET CORP 0.00% of their portfolio | 947.3k $10.6m | Added +86.9k |
| AYAL Capital Advisors Ltd 5.73% of their portfolio | 943.2k $10.5m | Added +403.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 930.3k $10.4m | Added +64.8k |
| Philosophy Capital Management LLC 1.19% of their portfolio | 845.3k $9.4m | Added +474.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 790.9k $8.8m | Added +723.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 687.4k $7.7m | Added +596.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 469.2k $5.2m | Added +377.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 386.5k $4.3m | Added +383.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 367.2k $4.1m | Added +17.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 281.1k $3.1m | Reduced -43.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 271.0k $3.0m | Added +206.7k |
| Soleus Capital Management, L.P. 0.20% of their portfolio | 261.1k $2.9m | Reduced -340.8k |
| GABELLI FUNDS LLC 0.02% of their portfolio | 257.1k $2.9m | Added +106.6k |
| MORGAN STANLEY 0.00% of their portfolio | 250.2k $2.8m | Added +25.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 226.9k $2.5m | Added +58.2k |
| UBS Group AG 0.00% of their portfolio | 202.1k $2.3m | Added +158.2k |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 194.3k $2.2m | Reduced -3.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 193.5k $2.2m | Added +26.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 186.1k $2.1m | Added +7.9k |
| GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio | 166.0k $1.9m | Added +8.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 163.2k $1.8m | Added +104.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 162.8k $1.8m | Reduced -32.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 144.2k $1.6m | Added +65.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 117.7k $1.3m | Added +98.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 114.8k $1.3m | Added +7.2k |
| HighVista Strategies LLC 0.44% of their portfolio | 106.5k $1.2m | Added +13.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 92.0k $1.0m | Added +10.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 90.3k $1.0m | Added +38.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 87.8k $979.1k | Added +8.2k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 84.2k $938.0k | Added +80.0k |
| BARCLAYS PLC 0.00% of their portfolio | 83.9k $935.6k | Reduced -19.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 77.7k $866.1k | Reduced -1.9k |
| Nuveen, LLC 0.00% of their portfolio | 77.2k $861.1k | Reduced -11.4k |
| Petrus Trust Company, LTA 0.08% of their portfolio | 70.8k $789.8k | Added +56.3k |
| Invesco Ltd. 0.00% of their portfolio | 68.3k $761.1k | Reduced -1.3k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% of their portfolio | 67.5k $752.8k | Reduced -21.5k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 67.4k $751.5k | Reduced -4.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 65.8k $733.8k | Added +8.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 64.5k $719.4k | Reduced -2.2k |
| Swiss National Bank 0.00% of their portfolio | 63.0k $702.5k | Unchanged |
| Engineers Gate Manager LP 0.01% of their portfolio | 62.4k $695.3k | Added +10.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 62.2k $694.0k | Added +9.5k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 58.8k $656.1k | Reduced -121.7k |
| Monaco Asset Management SAM 0.24% of their portfolio | 56.4k $628.5k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 54.9k $612.0k | Added +8.6k |
| Global Strategic Investment Solutions, LLC 0.06% of their portfolio | 50.0k $557.5k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 49.4k $550.9k | Reduced -48.5k |
| Dynamic Technology Lab Private Ltd 0.07% of their portfolio | 48.0k $535.0k | Added +12.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 45.7k $510.0k | Added +3.8k |
| CLOUGH CAPITAL PARTNERS L P 0.05% of their portfolio | 43.7k $487.0k | Reduced -133.8k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 42.5k $474.2k | Reduced -137.8k |
| Hillsdale Investment Management Inc. 0.02% of their portfolio | 42.2k $470.5k | Added +12.0k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 41.8k $466.6k | New |
| Boston Partners 0.00% of their portfolio | 39.8k $444.3k | Added +60 |
| KIRR MARBACH & CO LLC /IN/ 0.09% of their portfolio | 39.5k $440.0k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 38.5k $428.9k | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.03% of their portfolio | 37.6k $419.5k | Reduced -476.9k |
| F/m Investments LLC 0.02% of their portfolio | 37.6k $419.5k | Added +503 |
| Atom Investors LP 0.04% of their portfolio | 37.0k $412.3k | New |
| Tejara Capital Ltd 0.19% of their portfolio | 36.4k $405.4k | Added +5.4k |
| Legal & General Group Plc 0.00% of their portfolio | 36.1k $402.9k | Added +498 |
| Inspire Investing, LLC 0.04% of their portfolio | 35.6k $396.9k | Added +14.5k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 35.4k $394.2k | Unchanged |
| Turtle Creek Wealth Advisors, LLC 0.05% of their portfolio | 35.1k $391.8k | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 34.7k $386.5k | New |
| Polymer Capital Management (US) LLC 0.06% of their portfolio | 34.1k $380.2k | Added +18.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 32.1k $357.9k | Unchanged |
| Bastion Asset Management Inc. 0.16% of their portfolio | 31.4k $349.0k | New |
| Aquatic Capital Management LLC 0.01% of their portfolio | 30.5k $340.5k | Added +15.3k |
| RBF Capital, LLC 0.02% of their portfolio | 30.0k $334.5k | Unchanged |
| AlphaQuest LLC 0.03% of their portfolio | 29.8k $332.6k | Added +4.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 29.1k $324.6k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.03% of their portfolio | 27.0k $300.9k | New |
| Counterpoint Mutual Funds LLC 0.03% of their portfolio | 27.0k $300.7k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 25.5k $284.7k | Added +4.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 23.6k $263.2k | Reduced -42.3k |
| Verition Fund Management LLC 0.00% of their portfolio | 22.7k $253.1k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 22.7k $252.7k | Added +2.3k |
| OXFORD ASSET MANAGEMENT LLP 0.08% of their portfolio | 22.4k $250.3k | Not comparable |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 22.0k $245.5k | Reduced -6.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 21.8k $242.8k | Added +53 |
| Versor Investments LP 0.04% of their portfolio | 21.6k $241.2k | Added +8.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 21.3k $236.9k | Added +690 |
| Gradient Capital Advisors, LLC 0.07% of their portfolio | 20.0k $223.0k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 19.6k $218.0k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 19.4k $215.8k | Reduced -1.1k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 19.1k $213.6k | Unchanged |
| Teton Advisors, Inc. 0.12% of their portfolio | 18.2k $202.9k | Reduced -500 |
| Centiva Capital, LP 0.01% of their portfolio | 17.8k $198.0k | New |
| State of Wyoming 0.02% of their portfolio | 17.7k $196.9k | Added +8.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 17.6k $195.7k | Added +4.3k |
| AREX Capital Management, LP 0.38% of their portfolio | 17.5k $195.1k | Reduced -63.5k |