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OrthoPediatrics
KIDS

129 hedge funds and large institutions have $572M invested in OrthoPediatrics in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

164% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 22

30% more capital invested

Capital invested by funds: $439M → $572M (+$133M)

22% more funds holding

Funds holding: 106 → 129 (+23)

1.71% more ownership

Funds ownership: 65.6% → 67.31% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $4K | Put options by funds: $967K

Holders
129
Holders Change
+23
Holders Change %
+21.7%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
58
Reduced
22
Closed
7
Calls
$4K
Puts
$967K
Net Calls
-$963K
Net Calls Change
-$1.19M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.8M
2
Brown Advisory
Brown Advisory
Maryland
+$11.6M
3
BlackRock
BlackRock
New York
+$6.73M
4
RP
Riverbridge Partners
Minnesota
+$6.16M
5
State Street
State Street
Massachusetts
+$5.45M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$4.01M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.55M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.47M
5
EGI
EAM Global Investors
California
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
26
Granahan Investment Management
Massachusetts
$4.94M +$414K +9,198 +9%
PCA
27
Prospect Capital Advisors
California
$4.47M -$456K -10,150 -9%
Bank of America
28
Bank of America
North Carolina
$4.15M +$965K +21,467 +29%
ORI
29
Oak Ridge Investments
Illinois
$3.34M -$282K -6,281 -8%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.11M – – –
UCFA
31
United Capital Financial Advisors
Texas
$3.09M – – –
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$3.04M +$995K +22,133 +47%
SC
33
Scholtz & Company
Connecticut
$2.55M +$1.21M +26,875 +86%
PFM
34
Premier Fund Managers
United Kingdom
$2.53M +$2.61M +58,000 New
Ameriprise
35
Ameriprise
Minnesota
$2.44M +$845K +18,779 +51%
MOACM
36
Mutual of America Capital Management
New York
$2.34M +$2.41M +53,540 New
Aviva
37
Aviva
United Kingdom
$2.29M -$376K -8,353 -14%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.24M +$333K +7,409 +17%
N
39
Nuveen
North Carolina
$2.06M +$229K +5,092 +12%
Charles Schwab
40
Charles Schwab
California
$2.05M +$331K +7,352 +19%
OAM
41
Oppenheimer Asset Management
New York
$2.02M +$584K +12,988 +39%
Alyeska Investment Group
42
Alyeska Investment Group
Illinois
$1.97M +$2.02M +45,010 New
FG
43
Formula Growth
Quebec, Canada
$1.97M – – –
MIM
44
Monashee Investment Management
Massachusetts
$1.97M +$2.02M +45,000 New
Marshall Wace
45
Marshall Wace
United Kingdom
$1.97M +$2.02M +44,915 New
MAM
46
Martingale Asset Management
Massachusetts
$1.96M +$2.01M +44,705 New
Citadel Advisors
47
Citadel Advisors
Florida
$1.77M +$707K +15,710 +64%
Morgan Stanley
48
Morgan Stanley
New York
$1.66M +$848K +18,855 +99%
Ensign Peak Advisors
49
Ensign Peak Advisors
Utah
$1.62M – – –
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$1.56M +$1.61M +35,700 New
1
2
3 4 5

KIDS Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2020, worth a combined $572M — up 30% from $439M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KIDS positions and 7 closed out — a net gain of 23 holders — while 58 added to existing stakes and 22 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.8M. The largest seller was Millennium Management, exiting entirely with an estimated $4.01M sold.

  • 129 institutional investors held OrthoPediatrics (KIDS) as of Q2 2020, up from 106 in Q1 2020.
  • Funds reported $572M of OrthoPediatrics stock for Q2 2020, up 30% quarter-over-quarter.
  • 30 funds opened new OrthoPediatrics positions in Q2 2020 and 7 closed out, a net change of +23 holders.
  • The largest OrthoPediatrics buyer in Q2 2020 was Fidelity Investments, an estimated $11.8M added.
  • The largest OrthoPediatrics seller in Q2 2020 was Millennium Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q2 2020.