Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ORTHOFIX MED INC (OFIX)

143 + Investors. Track Smart Money conviction in OFIX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — OFIX

Based on 144 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OFIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
144 funds currently hold this stock — 90% of the 3.0-year high of 160 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold OFIX compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

80 buying63 selling
Last quarter: 80 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 22 → 24 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 17% new
90 out of 144 hedge funds have held OFIX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -24%

Value
-23%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~28 new funds/quarter

23 → 26 → 22 → 24 → 28 new funds/Q
New funds entering each quarter: 26 → 22 → 24 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 145 current holders: 99 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
37 of 144 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OFIX

In 2026 Q1, 80 hedge funds were net buyers of OFIX (28 opened a new position, 52 added to an existing one), while 63 reduced or exited (40 trimmed, 23 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 144.

Hedge Fund Ownership: OFIX

How many hedge funds hold OFIX — quarterly history vs. share price
Quarterly hedge fund ownership of OFIX vs. share price

Market Analysis: OFIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OFIX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ORTHOFIX MED INC (OFIX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OFIX has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 57d ago
OFIX
-17.2%
XLV
+1297.1%

OFIX outperformed XLV by -1314.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
OFIX
-24.2%
XLV
+5120.7%

Since the filing became public, OFIX outperformed XLV by -5144.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: OFIX
143 + Investors

Track Smart Money conviction in OFIX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 143 139 2.88%
13F Shares 36M 35M 2.35%
Total Value $405M $532M -23.89%
New Positions 27 24 +3
Increased Positions 52 36 +16
Closed Positions 23 25 -2
Reduced Positions 40 53 -13
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OFIX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

143 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OFIX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of OFIX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Juniper Investment Company, LLC 14.56% 3,976,959 $45.6M
2 Engine Capital Management, LP 6.08% 4,390,779 $50.4M
3 AYAL Capital Advisors Ltd 2.44% 783,689 $9.0M
4 PARADIGM CAPITAL MANAGEMENT INC/NY 1.45% 3,304,899 $37.9M
5 ARMISTICE CAPITAL, LLC 0.55% 2,700,000 $31.0M
6 Rubric Capital Management LP 0.45% 3,721,715 $42.7M
7 Philosophy Capital Management LLC 0.39% 558,901 $6.4M
8 Tejara Capital Ltd 0.15% 39,120 $449K
9 Teton Advisors, LLC 0.14% 17,300 $198K
10 Palumbo Wealth Management LLC 0.11% 40,373 $463K
11 INCEPTIONR LLC 0.10% 34,488 $396K
12 GSA CAPITAL PARTNERS LLP 0.09% 121,226 $1K
13 R Squared Ltd 0.09% 13,518 $155K
14 KIRR MARBACH & CO LLC /IN/ 0.08% 39,462 $453K
15 Global Strategic Investment Solutions, LLC 0.06% 57,875 $664K
16 AlphaQuest LLC 0.06% 73,084 $1.1M
17 Inspire Investing, LLC 0.04% 45,009 $516K
18 Counterpoint Mutual Funds LLC 0.04% 22,782 $261K
19 Gradient Capital Advisors, LLC 0.03% 10,004 $115K
20 Abel Hall, LLC 0.03% 12,126 $139K
21 Dynamic Technology Lab Private Ltd 0.03% 15,676 $180K
22 GAMCO INVESTORS, INC. ET AL 0.02% 201,800 $2.3M
23 MIRABELLA FINANCIAL SERVICES LLP 0.02% 20,211 $232K
24 State of Wyoming 0.02% 14,873 $171K
25 HighMark Wealth Management LLC 0.02% 4,310 $49K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ORTHOFIX MED INC (OFIX)

What does the Smart Money Trend signal show for OFIX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OFIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OFIX?

Slight buying edge — 56% buying: Last quarter: 80 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OFIX holders?

Smaller funds dominant — 19% AUM from top-100: 37 of 144 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OFIX?

62% of holders stayed for 2+ years: 90 out of 144 hedge funds have held OFIX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy ORTHOFIX MED INC (OFIX) following the 2026 Q1 hedge fund 13F filings?

As of today, OFIX has moved -24.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5120.7% for the XLV sector ETF — an outperformance of -5144.9%. Since the quarter end (March 31, 2026), OFIX has gained -17.2% vs +1297.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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