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 ($490.3k this quarter). Holder counts are more reliable. Shares outstanding: 39.6m as of 2025-10-31, 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 ≈ $15.16. Options: 1 managers hold calls ($10.6k notional), 2 hold puts ($40.9k).
Trends to Q4 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 |
| Q3 2025 | 145 |
| Q4 2025 | 144 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 52 | 80 |
| Q2 2024 | 65 | 70 |
| Q3 2024 | 67 | 52 |
| Q4 2024 | 70 | 65 |
| Q1 2025 | 76 | 61 |
| Q2 2025 | 96 | 62 |
| Q3 2025 | 74 | 84 |
| Q4 2025 | 58 | 75 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $8.2k | $35.9k | 4.40 |
| Q2 2025 | $0 | $24.0k | — |
| Q3 2025 | $11.7k | $1.5m | 129.70 |
| Q4 2025 | $10.6k | $40.9k | 3.86 |
Biggest buyers
| Juniper Investment Company, LLC | Added | +663.3k |
| ARMISTICE CAPITAL, LLC | Added | +412.0k |
| Philosophy Capital Management LLC | Added | +131.6k |
| Trexquant Investment LP | Added | +93.4k |
| Point72 Asset Management, L.P. | New | +88.2k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +56.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +53.1k |
| MORGAN STANLEY | Added | +52.2k |
| Engineers Gate Manager LP | Added | +40.9k |
| AlphaQuest LLC | Added | +30.3k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -278.8k |
| Nuveen, LLC | Reduced | -203.2k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -193.5k |
| ROYAL BANK OF CANADA | Reduced | -187.5k |
| JANE STREET GROUP, LLC | Reduced | -98.4k |
| AYAL Capital Advisors Ltd | Reduced | -87.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -73.5k |
| Squarepoint Ops LLC | Reduced | -72.3k |
| RAYMOND JAMES FINANCIAL INC | Sold out | -66.8k |
| MARSHALL WACE, LLP | Sold out | -66.5k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $10.6k700 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Reduced | $33.4k2.2k shares |
| GROUP ONE TRADING LLC | Unchanged | $7.6k500 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 1 | $28.4k | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Engine Capital Management, LP 8.90% of their portfolio | 4.3m $64.5m | Unchanged |
| Rubric Capital Management LP 0.67% of their portfolio | 3.7m $56.4m | Unchanged |
| Juniper Investment Company, LLC 18.30% of their portfolio | 3.5m $53.2m | Added +663.3k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 2.11% of their portfolio | 3.3m $50.1m | Reduced -39.6k |
| BlackRock, Inc. 0.00% of their portfolio | 3.1m $47.6m | Added +2.3k |
| ARMISTICE CAPITAL, LLC 0.98% of their portfolio | 2.6m $40.1m | Added +412.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.3m $34.9m | Added +22.3k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.4m $21.8m | Reduced -34.5k |
| Philosophy Capital Management LLC 1.80% of their portfolio | 1.0m $15.4m | Added +131.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 949.1k $14.4m | Reduced -193.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 947.2k $14.4m | Added +5.9k |
| STATE STREET CORP 0.00% of their portfolio | 857.7k $13.0m | Reduced -14.4k |
| AYAL Capital Advisors Ltd 6.17% of their portfolio | 742.4k $11.3m | Reduced -87.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 333.8k $5.1m | Reduced -2.0k |
| Nuveen, LLC 0.00% of their portfolio | 332.0k $5.0m | Reduced -203.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 318.6k $4.8m | Reduced -25.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 261.4k $4.0m | Reduced -34.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 256.1k $3.9m | Reduced -54.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 237.3k $3.6m | Reduced -278.8k |
| GABELLI FUNDS LLC 0.02% of their portfolio | 235.3k $3.6m | Added +1.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 226.6k $3.4m | Added +56.2k |
| MORGAN STANLEY 0.00% of their portfolio | 224.6k $3.4m | Added +52.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 211.4k $3.2m | Reduced -73.5k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 202.6k $3.1m | Reduced -14.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 197.9k $3.0m | Added +8.2k |
| GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio | 171.8k $2.6m | Unchanged |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 154.9k $2.3m | Reduced -11.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 144.5k $2.2m | Reduced -855 |
| Trexquant Investment LP 0.02% of their portfolio | 136.5k $2.1m | Added +93.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 117.3k $1.8m | Reduced -22.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 113.8k $1.7m | Reduced -2.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 111.6k $1.7m | Reduced -98.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 101.9k $1.5m | Reduced -13.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 98.3k $1.5m | Added +11.2k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 88.2k $1.3m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 86.7k $1.3m | Added +53.1k |
| BARCLAYS PLC 0.00% of their portfolio | 85.2k $1.3m | Reduced -50.2k |
| Engineers Gate Manager LP 0.02% of their portfolio | 85.1k $1.3m | Added +40.9k |
| HighVista Strategies LLC 0.33% of their portfolio | 85.0k $1.3m | Reduced -8.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 81.4k $1.2m | Reduced -14.7k |
| FMR LLC 0.00% of their portfolio | 81.3k $1.2m | Added +924 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 79.0k $1.2m | Added +1.5k |
| AlphaQuest LLC 0.06% of their portfolio | 73.1k $1.1m | Added +30.3k |
| UBS Group AG 0.00% of their portfolio | 73.0k $1.1m | Reduced -38.4k |
| Invesco Ltd. 0.00% of their portfolio | 72.0k $1.1m | Reduced -2.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 63.9k $968.3k | Added +700 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 63.2k $959.0k | Added +16.6k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 61.2k $927.7k | Added +13.1k |
| RBF Capital, LLC 0.02% of their portfolio | 60.0k $909.6k | Added +30.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 57.0k $863.4k | Reduced -9.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 45.5k $690.5k | Unchanged |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 45.3k $687.2k | Reduced -16.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 43.7k $662.9k | Added +13.8k |
| Palumbo Wealth Management LLC 0.16% of their portfolio | 42.9k $650.5k | Reduced -44 |
| Amundi 0.00% of their portfolio | 41.5k $629.5k | Added +1.1k |
| KIRR MARBACH & CO LLC /IN/ 0.11% of their portfolio | 39.5k $598.2k | Unchanged |
| Turtle Creek Wealth Advisors, LLC 0.04% of their portfolio | 35.1k $532.6k | Unchanged |
| Boston Partners 0.00% of their portfolio | 30.9k $467.8k | Reduced -3.8k |
| Inspire Investing, LLC 0.04% of their portfolio | 30.8k $466.2k | Reduced -538 |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 27.4k $415.9k | New |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 26.5k $402.3k | New |
| Magnetar Financial LLC 0.00% of their portfolio | 25.8k $391.0k | New |
| Versor Investments LP 0.06% of their portfolio | 24.1k $365.4k | Reduced -10.6k |
| Tejara Capital Ltd 0.14% of their portfolio | 21.8k $330.8k | Unchanged |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 21.3k $323.1k | Reduced -8.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 21.2k $322.1k | Reduced -1.4k |
| CITIGROUP INC 0.00% of their portfolio | 20.4k $309.7k | Reduced -20.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.5k $296.3k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 19.2k $291.1k | Added +590 |
| OP Asset Management Ltd 0.00% of their portfolio | 18.3k $278.0k | Unchanged |
| Walleye Capital LLC 0.00% of their portfolio | 18.1k $274.9k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 18.0k $273.1k | Reduced -143 |
| Quantinno Capital Management LP 0.00% of their portfolio | 17.9k $271.1k | Added +2.3k |
| Teton Advisors, LLC 0.18% of their portfolio | 17.5k $265.3k | Reduced -1.0k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 17.1k $260.0k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 15.7k $238.4k | New |
| Gradient Capital Advisors, LLC 0.06% of their portfolio | 15.0k $227.4k | Reduced -5.0k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 15.0k $227.2k | New |
| State of Wyoming 0.02% of their portfolio | 13.3k $201.0k | Reduced -1.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 12.9k $195.7k | Reduced -72.3k |
| Creative Planning 0.00% of their portfolio | 12.7k $192.9k | Added +961 |
| R Squared Ltd 0.09% of their portfolio | 12.6k $191.2k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 12.6k $191.2k | Reduced -1.1k |
| FOX RUN MANAGEMENT, L.L.C. 0.03% of their portfolio | 12.1k $183.2k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 11.0k $166.8k | Reduced -5.9k |
| Aquatic Capital Management LLC 0.00% of their portfolio | 11.0k $166.5k | Reduced -1.5k |
| VARCOV Co. 0.06% of their portfolio | 10.8k $163.8k | First filing |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 10.7k $161.6k | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 10.6k $159.9k | Reduced -6.9k |
| DIVERSIFIED TRUST CO 0.00% of their portfolio | 10.5k $158.9k | New |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 10.3k $158.1k | Added +192 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 10.1k $152.7k | Unchanged |
| Quantbot Technologies LP 0.00% of their portfolio | 9.4k $142.0k | New |
| STRS OHIO 0.00% of their portfolio | 9.2k $139.5k | Unchanged |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.04% of their portfolio | 8.5k $129.2k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.2k $124.0k | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 6.0k $91.0k | New |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 5.1k $78.0k | Reduced -359 |
| CWM, LLC 0.00% of their portfolio | 4.5k $69.0k | Added +2.6k |
| HighMark Wealth Management LLC 0.03% of their portfolio | 4.4k $66.8k | Unchanged |