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OrthoPediatrics
KIDS

126 hedge funds and large institutions have $714M invested in OrthoPediatrics in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

14% more capital invested

Capital invested by funds: $624M → $714M (+$89.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.84% less ownership

Funds ownership: 77.37% → 74.52% (-2.8%)

5% less funds holding

Funds holding: 133 → 126 (-7)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $717K

Holders
126
Holders Change
-7
Holders Change %
-5.26%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
49
Reduced
39
Closed
20
Calls
–
Puts
$717K
Net Calls
-$717K
Net Calls Change
+$908K

Top Buyers

Rank Fund Capital Flow
1
BCM
Brown Capital Management
Maryland
+$42.2M
2
WA
Wasatch Advisors
Utah
+$13M
3
ECM
Endurant Capital Management
California
+$9.75M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$7.17M
5
AAMU
Amundi Asset Management US
Massachusetts
+$5.67M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$27.2M
2
DCM
Driehaus Capital Management
Illinois
-$14.5M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$12.5M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$10.9M
5
RA
Royce & Associates
New York
-$9.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
26
Formula Growth
Quebec, Canada
$5.46M +$3.22M +67,007 +149%
Bank of America
27
Bank of America
North Carolina
$4.46M +$130K +2,709 +3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4.45M -$9.05M -188,590 -67%
Charles Schwab
29
Charles Schwab
California
$4.42M -$762K -15,886 -15%
MOACM
30
Mutual of America Capital Management
New York
$3.94M +$1.73M +36,111 +81%
Ameriprise
31
Ameriprise
Minnesota
$3.84M +$324K +6,748 +9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.38M -$480K -10,000 -13%
UCFA
33
United Capital Financial Advisors
Texas
$3.36M -$480K -10,000 -13%
OAM
34
Oppenheimer Asset Management
New York
$2.84M +$155K +3,224 +6%
ORI
35
Oak Ridge Investments
Illinois
$2.76M +$5.18K +108 +0.2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.72M -$155K -3,220 -5%
N
37
Nuveen
North Carolina
$2.66M +$31.6K +658 +1%
AACP
38
Advantage Alpha Capital Partners
California
$2.6M +$178K +3,704 +7%
CCA
39
Conestoga Capital Advisors
Pennsylvania
$2.04M +$317K +6,600 +19%
PCA
40
Prospect Capital Advisors
California
$2M -$2.71M -56,425 -58%
Citigroup
41
Citigroup
New York
$1.99M +$220K +4,576 +13%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$1.98M +$1.95M +40,534 New
Man Group
43
Man Group
United Kingdom
$1.72M +$1.69M +35,286 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.62M +$294K +6,123 +23%
GCP
45
GSA Capital Partners
United Kingdom
$1.53M +$1.51M +31,368 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.42M +$19.2K +400 +1%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$1.38M +$504K +10,500 +59%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.3M – – –
KCM
49
Kornitzer Capital Management
Kansas
$1.3M – – –
SEI Investments
50
SEI Investments
Pennsylvania
$1.28M +$253K +5,268 +25%
1
2
3 4 5

KIDS Hedge Fund Activity: Q1 2021 in Review

126 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q1 2021, worth a combined $714M — up 14% from $624M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KIDS and 13 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 49 added.

The largest buyer was Brown Capital Management, adding an estimated $42.2M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $27.2M sold.

  • 126 institutional investors held OrthoPediatrics (KIDS) as of Q1 2021, down from 133 in Q4 2020.
  • Funds reported $714M of OrthoPediatrics stock for Q1 2021, up 14% quarter-over-quarter.
  • 13 funds opened new OrthoPediatrics positions in Q1 2021 and 20 closed out, a net change of -7 holders.
  • The largest OrthoPediatrics buyer in Q1 2021 was Brown Capital Management, an estimated $42.2M added.
  • The largest OrthoPediatrics seller in Q1 2021 was Massachusetts Financial Services, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2021.