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 ($552.3k this quarter). Holder counts are more reliable. Shares outstanding: 40.4m as of 2026-05-01, 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 ≈ $11.47. Options: 0 managers hold calls (— notional), 2 hold puts ($1.4m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 77 | 67 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $24.0k | — |
| Q3 2025 | $11.7k | $1.5m | 129.70 |
| Q4 2025 | $10.6k | $40.9k | 3.86 |
| Q1 2026 | $0 | $1.4m | — |
Biggest buyers
| Juniper Investment Company, LLC | Added | +466.6k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +333.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +234.6k |
| Engine Capital Management, LP | Added | +137.9k |
| GOLDMAN SACHS GROUP INC | Added | +113.0k |
| CITADEL ADVISORS LLC | Added | +106.9k |
| GSA CAPITAL PARTNERS LLP | Added | +104.1k |
| AQR CAPITAL MANAGEMENT LLC | Added | +102.4k |
| Creative Planning | Added | +77.0k |
| AMERIPRISE FINANCIAL INC | New | +73.2k |
Biggest sellers
| Philosophy Capital Management LLC | Reduced | -456.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -374.4k |
| Nuveen, LLC | Reduced | -158.3k |
| JANE STREET GROUP, LLC | Sold out | -111.6k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -107.6k |
| HighVista Strategies LLC | Sold out | -85.0k |
| AlphaQuest LLC | Sold out | -73.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -55.9k |
| BARCLAYS PLC | Reduced | -49.2k |
| BANK OF AMERICA CORP /DE/ | Reduced | -49.2k |
Biggest calls
| None |
Biggest puts
| Caption Management, LLC | New | $1.4m117.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.0k700 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 Q1 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 1 | $62.3k | 7 | $782.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-17 | Vitale Lucas CP&BOO | Sold | $50.9k4.3k shares |
| 2026-03-10 | CAPPS VICKIE L Director | Bought | $31.1k2.5k shares |
| 2026-03-09 | CAPPS VICKIE L Director | Bought | $31.2k2.5k shares |
| 2026-03-05 | Calafiore Massimo President & CEO, director | Sold | $75.7k6.0k shares |
| 2026-03-05 | Andrews Julie CFO | Sold | $29.7k2.4k shares |
| 2026-03-05 | Cedron Jorge Andres CLO | Sold | $17.2k1.4k shares |
| 2026-03-05 | McPherron Aviva Pres, Global Ops & Qual | Sold | $15.9k1.3k shares |
| 2026-03-05 | Vitale Lucas CP&BOO | Sold | $14.3k1.1k shares |
| 2026-03-05 | REINHARDT MAX President, Global Spine | Sold | $13.2k1.1k shares |
| 2026-03-05 | Fisher Patrick President, Global Limb Recon | Sold | $9.5k758 shares |
| 2026-03-04 | Calafiore Massimo President & CEO, director | Sold | $80.0k6.2k shares |
| 2026-03-04 | Andrews Julie CFO | Sold | $31.3k2.4k shares |
| 2026-03-04 | Cedron Jorge Andres CLO | Sold | $18.2k1.4k shares |
| 2026-03-04 | McPherron Aviva Pres, Global Ops & Qual | Sold | $16.7k1.3k shares |
| 2026-03-04 | Vitale Lucas CP&BOO | Sold | $15.1k1.2k shares |
| 2026-03-04 | REINHARDT MAX President, Global Spine | Sold | $14.0k1.1k shares |
| 2026-03-04 | Fisher Patrick President, Global Limb Recon | Sold | $10.1k778 shares |
| 2026-02-25 | Ajdler Arnaud +7 10% owner · By: Engine Capital, L.P. | Bought | $129.1k10.0k shares |
| 2026-02-25 | Ajdler Arnaud +7 10% owner · By: Engine Lift Capital, LP | Bought | $40.2k3.1k shares |
| 2026-02-24 | Ajdler Arnaud +7 10% owner · By: Engine Capital, L.P. | Bought | $1.5m117.1k shares |
| 2026-02-24 | Ajdler Arnaud +7 10% owner · By: Engine Lift Capital, LP | Bought | $96.9k7.7k shares |
| 2026-01-16 | Andrews Julie CFO | Sold | $70.1k4.9k shares |
| 2026-01-12 | Calafiore Massimo President & CEO, director | Sold | $149.0k9.8k shares |
| 2026-01-09 | Calafiore Massimo President & CEO, director | Sold | $151.9k9.6k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Engine Capital Management, LP 6.08% of their portfolio | 4.4m $50.4m | Added +137.9k |
| Juniper Investment Company, LLC 14.57% of their portfolio | 4.0m $45.6m | Added +466.6k |
| Rubric Capital Management LP 0.52% of their portfolio | 3.7m $42.7m | Unchanged |
| PARADIGM CAPITAL MANAGEMENT INC/NY 1.45% of their portfolio | 3.3m $37.9m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 3.2m $36.8m | Added +68.0k |
| ARMISTICE CAPITAL, LLC 1.02% of their portfolio | 2.7m $31.0m | Added +52.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.7m $19.0m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.1m $12.2m | Reduced -374.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 938.9k $10.8m | Reduced -8.3k |
| STATE STREET CORP 0.00% of their portfolio | 907.4k $10.4m | Added +49.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 841.5k $9.7m | Reduced -107.6k |
| AYAL Capital Advisors Ltd 4.60% of their portfolio | 783.7k $9.0m | Added +41.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 559.8k $6.4m | Added +333.2k |
| Philosophy Capital Management LLC 0.75% of their portfolio | 558.9k $6.4m | Reduced -456.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 396.6k $4.5m | First filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 379.1k $4.3m | Added +234.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 337.3k $3.9m | Added +18.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 325.7k $3.7m | Reduced -8.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 324.4k $3.7m | Added +113.0k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 263.0k $3.0m | Added +60.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 256.0k $2.9m | First filing |
| GABELLI FUNDS LLC 0.02% of their portfolio | 223.9k $2.6m | Reduced -11.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 212.2k $2.4m | Reduced -49.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 211.7k $2.4m | Added +13.8k |
| GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio | 201.8k $2.3m | Added +30.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 200.2k $2.3m | Reduced -55.9k |
| MORGAN STANLEY 0.00% of their portfolio | 197.3k $2.3m | Reduced -27.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 190.4k $2.2m | Reduced -46.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 189.1k $2.2m | Added +102.4k |
| Nuveen, LLC 0.00% of their portfolio | 173.7k $2.0m | Reduced -158.3k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 158.9k $1.8m | Added +70.7k |
| GREAT LAKES ADVISORS, LLC 0.01% of their portfolio | 153.9k $1.8m | Reduced -996 |
| Trexquant Investment LP 0.01% of their portfolio | 127.2k $1.5m | Reduced -9.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 126.4k $1.4m | Added +106.9k |
| GSA CAPITAL PARTNERS LLP 0.09% of their portfolio | 121.2k $1.4m | Added +104.1k |
| UBS Group AG 0.00% of their portfolio | 117.8k $1.4m | Added +44.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 114.3k $1.3m | Reduced -3.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 113.6k $1.3m | Reduced -191 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 109.1k $1.3m | Added +10.9k |
| Engineers Gate Manager LP 0.02% of their portfolio | 106.2k $1.2m | Added +21.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 102.0k $1.2m | Added +20.6k |
| FMR LLC 0.00% of their portfolio | 94.8k $1.1m | Added +13.4k |
| Creative Planning 0.00% of their portfolio | 89.7k $1.0m | Added +77.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 87.8k $1.0m | Reduced -14.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 83.3k $955.0k | Added +4.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 75.4k $866.0k | Added +12.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 73.2k $839.8k | New |
| Invesco Ltd. 0.00% of their portfolio | 72.9k $836.4k | Added +903 |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 71.3k $817.6k | Added +50.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 63.9k $732.6k | Unchanged |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 61.2k $701.9k | Unchanged |
| Global Strategic Investment Solutions, LLC 0.07% of their portfolio | 57.9k $663.8k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 57.1k $655.0k | First filing |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 54.9k $630.0k | Reduced -2.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 51.9k $595.7k | Added +39.0k |
| Inspire Investing, LLC 0.03% of their portfolio | 45.0k $516.3k | Added +14.3k |
| Palumbo Wealth Management LLC 0.11% of their portfolio | 40.4k $463.1k | Reduced -2.5k |
| KIRR MARBACH & CO LLC /IN/ 0.08% of their portfolio | 39.5k $452.6k | Unchanged |
| Tejara Capital Ltd 0.15% of their portfolio | 39.1k $448.7k | Added +17.3k |
| XTX Topco Ltd 0.01% of their portfolio | 38.1k $436.9k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 37.5k $430.1k | Added +19.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.4k $567.7k | Reduced -8.1k |
| BARCLAYS PLC 0.00% of their portfolio | 36.0k $412.8k | Reduced -49.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 35.2k $403.0k | New |
| INCEPTIONR LLC 0.10% of their portfolio | 34.5k $395.6k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 33.4k $383.0k | Added +30.2k |
| Amundi 0.00% of their portfolio | 31.4k $360.0k | Reduced -10.1k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 30.4k $348.5k | New |
| RBF Capital, LLC 0.02% of their portfolio | 30.0k $344.1k | Reduced -30.0k |
| Boston Partners 0.00% of their portfolio | 29.8k $341.8k | Reduced -1.1k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 28.6k $327.6k | Added +1.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 28.1k $321.8k | Added +12.3k |
| Jump Financial, LLC 0.00% of their portfolio | 27.7k $317.7k | New |
| Counterpoint Mutual Funds LLC 0.04% of their portfolio | 22.8k $261.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 21.4k $245.1k | Added +943 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 20.8k $238.4k | Reduced -467 |
| STRS OHIO 0.00% of their portfolio | 20.4k $234.0k | Added +11.2k |
| MIRABELLA FINANCIAL SERVICES LLP 0.02% of their portfolio | 20.2k $231.8k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 18.7k $214.1k | Added +651 |
| Teton Advisors, LLC 0.14% of their portfolio | 17.3k $198.4k | Reduced -200 |
| Dynamic Technology Lab Private Ltd 0.03% of their portfolio | 15.7k $179.8k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 15.0k $172.5k | Reduced -28.7k |
| State of Wyoming 0.02% of their portfolio | 14.9k $170.6k | Added +1.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 13.8k $158.8k | New |
| R Squared Ltd 0.09% of their portfolio | 13.5k $155.1k | Added +904 |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 12.9k $147.7k | Reduced -6.3k |
| Abel Hall, LLC 0.03% of their portfolio | 12.1k $139.1k | New |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 12.1k $138.7k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 11.4k $130.5k | Reduced -1.2k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 10.7k $122.2k | Unchanged |
| DIVERSIFIED TRUST CO 0.00% of their portfolio | 10.5k $120.2k | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 10.1k $115.5k | Unchanged |
| Gradient Capital Advisors, LLC 0.03% of their portfolio | 10.0k $114.7k | Reduced -5.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.2k $93.8k | Unchanged |
| Aquatic Capital Management LLC 0.00% of their portfolio | 8.1k $92.4k | Reduced -2.9k |
| CWM, LLC 0.00% of their portfolio | 5.8k $66.0k | Added +1.2k |
| Caption Management, LLC 0.00% of their portfolio | 4.3k $49.7k | New |
| HighMark Wealth Management LLC 0.02% of their portfolio | 4.3k $49.4k | Reduced -95 |
| Legal & General Group Plc 0.00% of their portfolio | 3.5k $40.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.5k $40.2k | Added +405 |