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OrthoPediatrics
KIDS

143 hedge funds and large institutions have $965M invested in OrthoPediatrics in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 138 → 143 (+5)

2% more capital invested

Capital invested by funds: $945M → $965M (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.33% less ownership

Funds ownership: 76.51% → 75.18% (-1.3%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

98% less call options, than puts

Call options by funds: $236K | Put options by funds: $11.1M

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
43
Reduced
48
Closed
9
Calls
$236K
Puts
$11.1M
Net Calls
-$10.9M
Net Calls Change
-$10.6M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.73M
2
CA
CastleArk Alternatives
Illinois
+$4.65M
3
CM
Castleark Management
Illinois
+$4.65M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.13M
5
Wells Fargo
Wells Fargo
California
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$12.6M
2
American Century Companies
American Century Companies
Missouri
-$10.4M
3
NCGI
Next Century Growth Investors
Minnesota
-$5.81M
4
WA
Wasatch Advisors
Utah
-$4.82M
5
GIM
Granahan Investment Management
Massachusetts
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$6.35M +$204K +3,137 +3%
Bank of America
27
Bank of America
North Carolina
$5.86M +$202K +3,107 +4%
CS
28
Candriam SCA
Luxembourg
$5.8M +$1.44M +22,127 +33%
MOACM
29
Mutual of America Capital Management
New York
$5.01M -$71.6K -1,102 -1%
Ameriprise
30
Ameriprise
Minnesota
$4.89M -$12.1K -186 -0.2%
CA
31
CastleArk Alternatives
Illinois
$4.69M +$4.65M +71,535 New
CM
32
Castleark Management
Illinois
$4.69M +$4.65M +71,535 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.53M -$237K -3,642 -5%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$3.9M -$2.51M -38,600 -39%
N
35
Nuveen
North Carolina
$3.71M -$776K -11,943 -17%
UCFA
36
United Capital Financial Advisors
Texas
$3.67M -$1.06M -16,358 -23%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$3.43M +$310K +4,769 +10%
OAM
38
Oppenheimer Asset Management
New York
$3.4M -$239K -3,681 -7%
ORI
39
Oak Ridge Investments
Illinois
$3.33M -$170K -2,622 -5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.98M +$361K +5,556 +14%
AACP
41
Advantage Alpha Capital Partners
California
$2.81M -$271K -4,172 -9%
Citadel Advisors
42
Citadel Advisors
Florida
$2.81M +$210K +3,234 +8%
EGI
43
EAM Global Investors
California
$2.34M – – –
MPAM
44
Monarch Partners Asset Management
Massachusetts
$2.18M +$378K +5,825 +21%
CCA
45
Conestoga Capital Advisors
Pennsylvania
$2.1M -$318K -4,900 -13%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.98M – – –
ECM
47
EMC Capital Management
Texas
$1.94M – – –
KCM
48
Kornitzer Capital Management
Kansas
$1.87M – – –
PCA
49
Prospect Capital Advisors
California
$1.8M -$487K -7,500 -21%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.79M – – –
1
2
3 4 5

KIDS Hedge Fund Activity: Q3 2021 in Review

143 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2021, worth a combined $965M — up 2.2% from $945M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KIDS positions and 9 closed out — a net gain of 6 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.73M. The largest seller was Brown Advisory, cutting an estimated $12.6M.

  • 143 institutional investors held OrthoPediatrics (KIDS) as of Q3 2021, up from 138 in Q2 2021.
  • Funds reported $965M of OrthoPediatrics stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 15 funds opened new OrthoPediatrics positions in Q3 2021 and 9 closed out, a net change of +6 holders.
  • The largest OrthoPediatrics buyer in Q3 2021 was Fidelity Investments, an estimated $7.73M added.
  • The largest OrthoPediatrics seller in Q3 2021 was Brown Advisory, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2021.