Who owns OFIX (OFIX)
Which tracked institutional funds hold OFIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OFIX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened OFIX while 37 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OFIX’s largest tracked holder by dollar value, Engine Capital Management, LP, sizes it at 6.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OFIX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 146 tracked filers holding OFIX, 80 increased or opened the position and 67 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OFIX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- VANGUARD CAPITAL MANAGEMENT LLC$19M
- VANGUARD PORTFOLIO MANAGEMENT LLC$5M
- VANGUARD FIDUCIARY TRUST CO$3M
- AMERIPRISE FINANCIAL INC$840K
- Global Strategic Investment Solutions, LLC$664K
- Vanguard Global Advisers, LLC$655K
Full exits 6
- VANGUARD GROUP INC$30M
- JANE STREET GROUP, LLC$2M
- HighVista Strategies LLC$1M
- AlphaQuest LLC$1M
- Susquehanna Portfolio Strategies, LLC$687K
- Turtle Creek Wealth Advisors, LLC$533K
Largest adds
- ACADIAN ASSET MANAGEMENT LLC$3M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- CITADEL ADVISORS LLC$1M
- GSA CAPITAL PARTNERS LLP$1M
- Creative Planning$836K
- AQR CAPITAL MANAGEMENT LLC$825K
Largest trims
- Engine Capital Management, LP$14M
- Rubric Capital Management LP$14M
- PARADIGM CAPITAL MANAGEMENT INC/NY$12M
- BlackRock, Inc.$11M
- MILLENNIUM MANAGEMENT LLC$10M
- ARMISTICE CAPITAL, LLC$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Engine Capital Management, LP added | 4,390,779 | $50M | 10.5% | 2026-Q1 |
| Juniper Investment Company, LLC added | 3,976,959 | $46M | 9.5% | 2026-Q1 |
| Rubric Capital Management LP | 3,721,715 | $43M | 8.9% | 2026-Q1 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 3,304,899 | $38M | 7.9% | 2026-Q1 |
| BlackRock, Inc. added | 3,207,789 | $37M | 7.7% | 2026-Q1 |
| ARMISTICE CAPITAL, LLC added | 2,700,000 | $31M | 6.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,655,449 | $19M | 4.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,066,900 | $12M | 2.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 938,885 | $11M | 2.2% | 2026-Q1 |
| STATE STREET CORP added | 907,432 | $10M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 841,521 | $10M | 2.0% | 2026-Q1 |
| AYAL Capital Advisors Ltd added | 783,689 | $9M | 1.9% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 559,837 | $6M | 1.3% | 2026-Q1 |
| Philosophy Capital Management LLC trimmed | 558,901 | $6M | 1.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 396,568 | $5M | 0.9% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 379,115 | $4M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 337,338 | $4M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 325,743 | $4M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 324,425 | $4M | 0.8% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 262,974 | $3M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 256,022 | $3M | 0.6% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 223,943 | $3M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 212,169 | $2M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 211,734 | $2M | 0.5% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 201,800 | $2M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 200,230 | $2M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 197,346 | $2M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 190,367 | $2M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 186,562 | $2M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 173,734 | $2M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 158,880 | $2M | 0.4% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC trimmed | 153,866 | $2M | 0.4% | 2026-Q1 |
| Trexquant Investment LP trimmed | 127,216 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 126,403 | $1M | 0.3% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 121,226 | $1M | 0.3% | 2026-Q1 |
| UBS Group AG added | 117,838 | $1M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 114,251 | $1M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 113,605 | $1M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 109,147 | $1M | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 106,178 | $1M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 101,991 | $1M | 0.2% | 2026-Q1 |
| FMR LLC added | 94,752 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 89,734 | $1M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 87,822 | $1M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 83,258 | $955K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 75,437 | $866K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 73,213 | $840K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 72,923 | $836K | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 71,286 | $818K | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | 63,873 | $733K | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC | 61,192 | $702K | 0.1% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC added | 57,875 | $664K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 57,109 | $655K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 54,924 | $630K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 51,935 | $596K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 37,449 | $568K | 0.1% | 2026-Q1 |
| Inspire Investing, LLC added | 45,009 | $516K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 638 | $490K | 0.1% | 2026-Q1 |
| Palumbo Wealth Management LLC trimmed | 40,373 | $463K | 0.1% | 2026-Q1 |
| KIRR MARBACH & CO LLC /IN/ | 39,462 | $453K | 0.1% | 2026-Q1 |
| Tejara Capital Ltd added | 39,120 | $449K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 38,091 | $437K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 37,494 | $430K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 35,987 | $413K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 35,179 | $403K | 0.1% | 2026-Q1 |
| INCEPTIONR LLC added | 34,488 | $396K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 33,393 | $383K | 0.1% | 2026-Q1 |
| Amundi trimmed | 31,386 | $360K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,990,282 | $30M | 6.3% | 2025-Q4 stale |
| BOONE CAPITAL MANAGEMENT LLC trimmed | 948,202 | $15M | 3.2% | 2025-Q1 stale |
| Soleus Capital Management, L.P. trimmed | 261,147 | $3M | 0.6% | 2025-Q2 stale |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 169,530 | $3M | 0.6% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 111,622 | $2M | 0.4% | 2025-Q4 stale |
| Keeley-Teton Advisors, LLC added | 83,657 | $1M | 0.3% | 2025-Q1 stale |
| HighVista Strategies LLC trimmed | 85,049 | $1M | 0.3% | 2025-Q4 stale |
| AlphaQuest LLC added | 73,084 | $1M | 0.2% | 2025-Q4 stale |
| AWM Investment Company, Inc. trimmed | 66,611 | $1M | 0.2% | 2025-Q1 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 92,036 | $1M | 0.2% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC added | 66,812 | $978K | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 66,452 | $973K | 0.2% | 2025-Q3 stale |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 66,322 | $971K | 0.2% | 2025-Q3 stale |
| F/m Investments LLC added | 66,322 | $971K | 0.2% | 2025-Q3 stale |
| LAZARD ASSET MANAGEMENT LLC added | 84,155 | $938K | 0.2% | 2025-Q2 stale |
| Monaco Asset Management SAM added | 58,059 | $850K | 0.2% | 2025-Q3 stale |
| Bastion Asset Management Inc. added | 57,111 | $822K | 0.2% | 2025-Q3 stale |
| Petrus Trust Company, LTA added | 70,835 | $790K | 0.2% | 2025-Q2 stale |
| Swiss National Bank | 63,000 | $702K | 0.1% | 2025-Q2 stale |
| Susquehanna Portfolio Strategies, LLC trimmed | 45,328 | $687K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 38,294 | $625K | 0.1% | 2025-Q1 stale |
| PDT Partners, LLC new | 33,603 | $548K | 0.1% | 2025-Q1 stale |
| Turtle Creek Wealth Advisors, LLC | 35,135 | $533K | 0.1% | 2025-Q4 stale |
| CLOUGH CAPITAL PARTNERS L P trimmed | 43,700 | $487K | 0.1% | 2025-Q2 stale |
| ALGERT GLOBAL LLC trimmed | 42,529 | $474K | 0.1% | 2025-Q2 stale |
| Hillsdale Investment Management Inc. added | 42,200 | $471K | 0.1% | 2025-Q2 stale |
| Y-Intercept (Hong Kong) Ltd trimmed | 26,534 | $402K | 0.1% | 2025-Q4 stale |
| Magnetar Financial LLC added | 25,792 | $391K | 0.1% | 2025-Q4 stale |
| Polymer Capital Management (US) LLC added | 34,097 | $380K | 0.1% | 2025-Q2 stale |
| Versor Investments LP trimmed | 24,100 | $365K | 0.1% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC added | 24,595 | $360K | 0.1% | 2025-Q3 stale |
| SG Americas Securities, LLC added | 21,649 | $353K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.