Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orthofix Med Inc (OFIX)

137 + 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
↓ -8
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — OFIX

Based on 137 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OFIX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
137 funds currently hold this stock — 86% 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 — 13% fewer funds vs a year ago

fund count last 6Q
20 fewer hedge funds hold OFIX compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

83 buying68 selling
Last quarter: 83 funds bought or added vs 68 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 — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 24 → 28 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 15% medium ■ 18% new
91 out of 137 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 +6%, value -16%

Value
-15%
Shares
+6%
Last quarter: funds added +6% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

27 → 22 → 24 → 28 → 25 new funds/Q
New funds entering each quarter: 22 → 24 → 28 → 25. A growing number of institutions are discovering OFIX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 137 holders: 94 (69%) are 2+ year veterans, 15 entered 1–2 years ago, and 28 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
40 of 137 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 Q2, 83 hedge funds were net buyers of OFIX (25 opened a new position, 58 added to an existing one), while 68 reduced or exited (35 trimmed, 33 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 32% of total institutional value in OFIX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 137.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: OFIX
137 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 137 145 -5.52%
13F Shares 38M 36M 6.3%
Total Value $340M $405M -15.91%
New Positions 25 28 -3
Increased Positions 58 52 +6
Closed Positions 33 23 +10
Reduced Positions 35 40 -5
Total Calls 0 0 -
Total Puts 0 1 -100.0%
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) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

137 + 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 OFIX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Juniper Investment Company, LLC 10.75% 4,442,543 $40.6M
2 Engine Capital Management, LP 4.07% 4,575,675 $41.8M
3 AYAL Capital Advisors Ltd 1.92% 775,421 $7.1M
4 Paradigm Capital Management Inc/Ny 0.82% 3,300,499 $30.2M
5 Armistice Capital, LLC 0.36% 3,264,000 $29.8M
6 Rubric Capital Management LP 0.31% 3,721,715 $34.0M
7 Tejara Capital Ltd 0.22% 58,720 $537K
8 nVerses Capital, LLC 0.17% 12,391 $113K
9 Teton Advisors, LLC 0.09% 16,500 $151K
10 Kirr Marbach & Co LLC /In/ 0.06% 39,462 $361K
11 Dynamic Technology Lab Private Ltd 0.05% 24,619 $225K
12 Global Strategic Investment Solutions, LLC 0.05% 57,875 $529K
13 Inspire Investing, LLC 0.03% 74,234 $678K
14 Bridgeway Capital Management, LLC 0.02% 112,605 $1.0M
15 State of Wyoming 0.02% 19,099 $175K
16 Gamco Investors, INC. Et Al 0.02% 198,800 $1.8M
17 Jacobs Levy Equity Management, Inc 0.02% 480,836 $4.4M
18 HighMark Wealth Management LLC 0.01% 4,310 $39K
19 Moore Capital Management, LP 0.01% 85,421 $781K
20 RBF Capital, LLC 0.01% 30,000 $274K
21 Y-Intercept (Hong Kong) Ltd 0.01% 60,531 $553K
22 Susquehanna Portfolio Strategies, LLC 0.01% 75,017 $686K
23 Great Lakes Advisors, LLC 0.01% 135,241 $1.2M
24 Gabelli Funds LLC 0.01% 109,300 $999K
25 Bailard, INC. 0.00% 25,638 $234K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OFIX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OFIX?

Slight buying edge — 55% buying: Last quarter: 83 funds bought or added vs 68 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?

Strong quality — 32% AUM from major funds: 40 of 137 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OFIX?

66% of holders stayed for 2+ years: 91 out of 137 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.

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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