We are live on ! Find out more
KIDS icon

OrthoPediatrics
KIDS

138 hedge funds and large institutions have $945M invested in OrthoPediatrics in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

32% more capital invested

Capital invested by funds: $714M → $945M (+$231M)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

10% more funds holding

Funds holding: 126 → 138 (+12)

1.98% more ownership

Funds ownership: 74.52% → 76.51% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
46
Reduced
40
Closed
10
Calls
–
Puts
$227K
Net Calls
-$227K
Net Calls Change
+$490K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.7M
2
BCM
Brown Capital Management
Maryland
+$11.9M
3
Brown Advisory
Brown Advisory
Maryland
+$6.41M
4
LCG
Lisanti Capital Growth
New York
+$5.3M
5
GIM
Granahan Investment Management
Massachusetts
+$5.22M

Top Sellers

Rank Fund Capital Flow
1
ECM
Endurant Capital Management
California
-$19.3M
2
WA
Wasatch Advisors
Utah
-$6.53M
3
Millennium Management
Millennium Management
New York
-$4.6M
4
NCGI
Next Century Growth Investors
Minnesota
-$4.3M
5
DDC
DF Dent & Co
Maryland
-$4.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$5.93M +$185K +3,216 +4%
LCG
27
Lisanti Capital Growth
New York
$5.83M +$5.3M +92,220 New
Bank of America
28
Bank of America
North Carolina
$5.45M -$297K -5,167 -6%
Morgan Stanley
29
Morgan Stanley
New York
$5.16M +$4.11M +71,543 +708%
MOACM
30
Mutual of America Capital Management
New York
$4.9M -$192K -3,340 -4%
Ameriprise
31
Ameriprise
Minnesota
$4.73M -$231K -4,020 -5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.59M +$198K +3,451 +5%
UCFA
33
United Capital Financial Advisors
Texas
$4.57M +$198K +3,452 +5%
N
34
Nuveen
North Carolina
$4.33M +$807K +14,044 +26%
CS
35
Candriam SCA
Luxembourg
$4.19M +$3.81M +66,369 New
Amundi
36
Amundi
France
$3.94M +$3.58M +62,285 New
OAM
37
Oppenheimer Asset Management
New York
$3.51M -$148K -2,568 -4%
ORI
38
Oak Ridge Investments
Illinois
$3.38M -$179K -3,114 -5%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$3M -$475K -8,265 -15%
AACP
40
Advantage Alpha Capital Partners
California
$2.97M -$361K -6,279 -12%
Millennium Management
41
Millennium Management
New York
$2.7M -$4.6M -80,120 -65%
Citigroup
42
Citigroup
New York
$2.6M +$18.2K +317 +0.8%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.52M +$382K +6,654 +20%
Citadel Advisors
44
Citadel Advisors
Florida
$2.5M +$2.28M +39,627 New
CCA
45
Conestoga Capital Advisors
Pennsylvania
$2.34M -$283K -4,925 -12%
EGI
46
EAM Global Investors
California
$2.26M +$2.05M +35,758 New
PCA
47
Prospect Capital Advisors
California
$2.21M -$340K -5,925 -14%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.91M +$63.2K +1,100 +4%
Man Group
49
Man Group
United Kingdom
$1.83M -$362K -6,295 -18%
KCM
50
Kornitzer Capital Management
Kansas
$1.8M +$109K +1,900 +7%
1
2
3 4 5

KIDS Hedge Fund Activity: Q2 2021 in Review

138 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2021, worth a combined $945M — up 32% from $714M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KIDS positions and 10 closed out — a net gain of 13 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.7M. The largest seller was Endurant Capital Management, exiting entirely with an estimated $19.3M sold.

  • 138 institutional investors held OrthoPediatrics (KIDS) as of Q2 2021, up from 126 in Q1 2021.
  • Funds reported $945M of OrthoPediatrics stock for Q2 2021, up 32% quarter-over-quarter.
  • 23 funds opened new OrthoPediatrics positions in Q2 2021 and 10 closed out, a net change of +13 holders.
  • The largest OrthoPediatrics buyer in Q2 2021 was Fidelity Investments, an estimated $16.7M added.
  • The largest OrthoPediatrics seller in Q2 2021 was Endurant Capital Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2021.