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OrthoPediatrics
KIDS

127 hedge funds and large institutions have $804M invested in OrthoPediatrics in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.95% more ownership

Funds ownership: 73.41% → 75.36% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 131 → 127 (-4)

7% less capital invested

Capital invested by funds: $864M → $804M (-$60.7M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

31% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 52

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.44M

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
36
Reduced
52
Closed
19
Calls
–
Puts
$3.44M
Net Calls
-$3.44M
Net Calls Change
+$7.68M

Top Buyers

Rank Fund Capital Flow
1
BCM
Brown Capital Management
Maryland
+$33.9M
2
Brown Advisory
Brown Advisory
Maryland
+$8.97M
3
Amundi
Amundi
France
+$6.34M
4
GIM
Granahan Investment Management
Massachusetts
+$5.87M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.8M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$9.18M
3
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$4.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.83M
5
PCA
Prospect Capital Advisors
California
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$5.22M -$307 -6 -0%
CS
27
Candriam SCA
Luxembourg
$5.09M -$3.83K -75 -0.1%
Bank of America
28
Bank of America
North Carolina
$4.94M -$64.6K -1,265 -1%
Wells Fargo
29
Wells Fargo
California
$4.39M -$61.9K -1,211 -1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.94M +$205K +4,006 +6%
MOACM
31
Mutual of America Capital Management
New York
$3.92M -$161K -3,156 -4%
Morgan Stanley
32
Morgan Stanley
New York
$3.32M +$2.02M +39,481 +179%
UCFA
33
United Capital Financial Advisors
Texas
$3.24M +$212K +4,147 +7%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.77M +$6.59K +129 +0.3%
AACP
35
Advantage Alpha Capital Partners
California
$2.76M +$2.61M +51,047 New
OAM
36
Oppenheimer Asset Management
New York
$2.65M -$13.9K -273 -0.6%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$2.65M +$2.51M +49,100 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.55M -$25.9K -506 -1%
CM
39
Castleark Management
Illinois
$2.05M +$13.8K +270 +0.7%
N
40
Nuveen
North Carolina
$2.04M +$25.7K +504 +1%
MPAM
41
Monarch Partners Asset Management
Massachusetts
$1.97M – – –
Citadel Advisors
42
Citadel Advisors
Florida
$1.91M +$633K +12,381 +54%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.76M +$123K +2,400 +8%
CCA
44
Conestoga Capital Advisors
Pennsylvania
$1.74M +$1.43K +28 +0.1%
ORI
45
Oak Ridge Investments
Illinois
$1.71M -$942K -18,435 -37%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.69M -$4.6K -90 -0.3%
KCM
47
Kornitzer Capital Management
Kansas
$1.54M – – –
SEI Investments
48
SEI Investments
Pennsylvania
$1.48M +$61.4K +1,201 +5%
PCMI
49
Paradigm Capital Management Inc
New York
$1.33M – – –
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$1.21M +$455K +8,905 +66%
1
2
3 4 5

KIDS Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q1 2022, worth a combined $804M — down 7% from $864M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of KIDS and 17 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 36 added.

The largest buyer was Brown Capital Management, adding an estimated $33.9M. The largest seller was Fidelity Investments, cutting an estimated $26.8M.

  • 127 institutional investors held OrthoPediatrics (KIDS) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $804M of OrthoPediatrics stock for Q1 2022, down 7% quarter-over-quarter.
  • 17 funds opened new OrthoPediatrics positions in Q1 2022 and 19 closed out, a net change of -2 holders.
  • The largest OrthoPediatrics buyer in Q1 2022 was Brown Capital Management, an estimated $33.9M added.
  • The largest OrthoPediatrics seller in Q1 2022 was Fidelity Investments, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2022.