We are live on ! Find out more
KIDS icon

OrthoPediatrics

121 hedge funds and large institutions have $701M invested in OrthoPediatrics in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

1% less funds holding

Funds holding: 122121 (-1)

2% less capital invested

Capital invested by funds: $715M → $701M (-$13.5M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2.01% less ownership

Funds ownership: 70.53%68.52% (-2%)

32% less call options, than puts

Call options by funds: $39K | Put options by funds: $57K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
48
Reduced
44
Closed
11
Calls
$39K
Puts
$57K
Net Calls
-$18K
Net Calls Change
-$257K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Candriam SCA
Luxembourg
$3.21M -$299K -6,485 -8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.18M +$553 +12 +0%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.52M +$67.6K +1,466 +3%
JP Morgan Chase
29
JP Morgan Chase
New York
$2.51M +$478K +10,375 +22%
Goldman Sachs
30
Goldman Sachs
New York
$2.41M -$96.7K -2,098 -4%
Millennium Management
31
Millennium Management
New York
$2.17M -$12.5M -271,936 -85%
MOACM
32
Mutual of America Capital Management
New York
$2M -$160K -3,479 -7%
UOC
33
UBS O'Connor
Illinois
$1.98M -$204K -4,427 -9%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.98M -$16.7K -363 -0.8%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$1.96M -$30.2K -654 -1%
Morgan Stanley
36
Morgan Stanley
New York
$1.93M +$169K +3,659 +9%
OAM
37
Oppenheimer Asset Management
New York
$1.68M -$101K -2,192 -5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.65M +$138K +3,000 +9%
N
39
Nuveen
North Carolina
$1.64M +$18.5K +401 +1%
CCA
40
Conestoga Capital Advisors
Pennsylvania
$1.41M
BTI
41
Blue Trust Inc
Georgia
$1.25M +$135K +2,925 +12%
KCM
42
Kornitzer Capital Management
Kansas
$1.25M
ORI
43
Oak Ridge Investments
Illinois
$1.16M -$40.3K -874 -3%
Ameriprise
44
Ameriprise
Minnesota
$1.1M +$44.8K +971 +4%
PCMI
45
Paradigm Capital Management Inc
New York
$1.08M
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.01M +$306K +6,641 +41%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.01M +$28.7K +622 +3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$915K +$23.1K +501 +2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$897K +$33.9K +735 +4%
TIM
50
Triodos Investment Management
Netherlands
$877K -$46.1K -1,000 -5%

KIDS Hedge Fund Activity: Q2 2023 in Review

121 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2023, worth a combined $701M — down 1.9% from $715M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KIDS and 10 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 48 added.

The largest buyer was Brown Capital Management, adding an estimated $9.8M. The largest seller was Millennium Management, cutting an estimated $12.5M.

  • 121 institutional investors held OrthoPediatrics (KIDS) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $701M of OrthoPediatrics stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 10 funds opened new OrthoPediatrics positions in Q2 2023 and 11 closed out, a net change of -1 holder.
  • The largest OrthoPediatrics buyer in Q2 2023 was Brown Capital Management, an estimated $9.8M added.
  • The largest OrthoPediatrics seller in Q2 2023 was Millennium Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.