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OrthoPediatrics

123 hedge funds and large institutions have $640M invested in OrthoPediatrics in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

43% more call options, than puts

Call options by funds: $941K | Put options by funds: $656K

12% more capital invested

Capital invested by funds: $572M → $640M (+$67.6M)

4.08% more ownership

Funds ownership: 67.31%71.39% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 129123 (-6)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
53
Reduced
32
Closed
20
Calls
$941K
Puts
$656K
Net Calls
+$285K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
26
Alyeska Investment Group
Illinois
$6.88M +$4.86M +104,839 +233%
GIM
27
Granahan Investment Management
Massachusetts
$6.04M +$869K +18,724 +17%
ECM
28
Endurant Capital Management
California
$5.82M +$5.88M +126,764 New
Charles Schwab
29
Charles Schwab
California
$4.91M +$2.79M +60,082 +129%
PCA
30
Prospect Capital Advisors
California
$4.69M +$4.64K +100 +0.1%
Bank of America
31
Bank of America
North Carolina
$3.95M -$409K -8,809 -9%
UCFA
32
United Capital Financial Advisors
Texas
$3.65M +$385K +8,306 +12%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.65M +$385K +8,290 +12%
SC
34
Scholtz & Company
Connecticut
$3.3M +$629K +13,555 +23%
ORI
35
Oak Ridge Investments
Illinois
$3.27M -$228K -4,924 -6%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$3.23M +$41.3K +891 +1%
PFM
37
Premier Fund Managers
United Kingdom
$2.96M +$274K +5,900 +10%
Ameriprise
38
Ameriprise
Minnesota
$2.92M +$356K +7,676 +14%
Citadel Advisors
39
Citadel Advisors
Florida
$2.63M +$783K +16,875 +42%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.62M +$274K +5,913 +12%
Aviva
41
Aviva
United Kingdom
$2.45M +$49.2K +1,060 +2%
OAM
42
Oppenheimer Asset Management
New York
$2.31M +$183K +3,942 +9%
N
43
Nuveen
North Carolina
$2.18M +$16.5K +355 +0.8%
MOACM
44
Mutual of America Capital Management
New York
$2.1M -$363K -7,835 -15%
FG
45
Formula Growth
Quebec, Canada
$2.07M
MAM
46
Martingale Asset Management
Massachusetts
$1.37M -$691K -14,900 -33%
CCA
47
Conestoga Capital Advisors
Pennsylvania
$1.33M +$59.2K +1,275 +5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.25M +$34.4K +742 +3%
KCM
49
Kornitzer Capital Management
Kansas
$1.22M
Citigroup
50
Citigroup
New York
$1.21M -$428K -9,231 -26%

KIDS Hedge Fund Activity: Q3 2020 in Review

123 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2020, worth a combined $640M — up 12% from $572M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KIDS and 14 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 53 added.

The largest buyer was Brown Advisory, adding an estimated $9.26M. The largest seller was Monashee Investment Management, exiting entirely with an estimated $1.97M sold.

  • 123 institutional investors held OrthoPediatrics (KIDS) as of Q3 2020, down from 129 in Q2 2020.
  • Funds reported $640M of OrthoPediatrics stock for Q3 2020, up 12% quarter-over-quarter.
  • 14 funds opened new OrthoPediatrics positions in Q3 2020 and 20 closed out, a net change of -6 holders.
  • The largest OrthoPediatrics buyer in Q3 2020 was Brown Advisory, an estimated $9.26M added.
  • The largest OrthoPediatrics seller in Q3 2020 was Monashee Investment Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2020.