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OrthoPediatrics

117 hedge funds and large institutions have $521M invested in OrthoPediatrics in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

1.17% more ownership

Funds ownership: 68.52%69.69% (+1.2%)

3% less funds holding

Funds holding: 121117 (-4)

26% less capital invested

Capital invested by funds: $701M → $521M (-$180M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

87% less call options, than puts

Call options by funds: $150K | Put options by funds: $1.19M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
43
Reduced
37
Closed
15
Calls
$150K
Puts
$1.19M
Net Calls
-$1.04M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.32M
ECM
27
Endurant Capital Management
California
$2.25M +$2.3M +59,623 +555%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.03M +$706K +18,325 +41%
PCMI
29
Paradigm Capital Management Inc
New York
$1.9M +$1.34M +34,800 +141%
UOC
30
UBS O'Connor
Illinois
$1.8M +$424K +11,000 +24%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.78M -$64.1K -1,663 -3%
Goldman Sachs
32
Goldman Sachs
New York
$1.77M +$18.7K +486 +0.9%
Morgan Stanley
33
Morgan Stanley
New York
$1.77M +$433K +11,250 +26%
Citadel Advisors
34
Citadel Advisors
Florida
$1.72M +$1.81M +46,904 +678%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.7M -$154K -3,989 -7%
IECM
36
Intrinsic Edge Capital Management
Illinois
$1.6M +$1.93M +50,000 New
MOACM
37
Mutual of America Capital Management
New York
$1.38M -$98.5K -2,557 -6%
BTI
38
Blue Trust Inc
Georgia
$1.24M
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.23M +$34.7K +900 +2%
OAM
40
Oppenheimer Asset Management
New York
$1.17M -$62.6K -1,626 -4%
CCA
41
Conestoga Capital Advisors
Pennsylvania
$1.17M +$169K +4,400 +14%
N
42
Nuveen
North Carolina
$1.02M -$215K -5,578 -15%
KCM
43
Kornitzer Capital Management
Kansas
$912K
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$834K -$718K -18,630 -42%
ORI
45
Oak Ridge Investments
Illinois
$817K -$35.8K -930 -4%
TIM
46
Triodos Investment Management
Netherlands
$800K +$193K +5,000 +25%
Ameriprise
47
Ameriprise
Minnesota
$788K -$15K -389 -2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$697K +$35.6K +924 +4%
LFG
49
Larson Financial Group
Missouri
$623K
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$606K -$58.1K -1,508 -7%

KIDS Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2023, worth a combined $521M — down 26% from $701M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KIDS and 11 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 43 added.

The largest buyer was Braidwell, adding an estimated $11.4M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $7.2M sold.

  • 117 institutional investors held OrthoPediatrics (KIDS) as of Q3 2023, down from 121 in Q2 2023.
  • Funds reported $521M of OrthoPediatrics stock for Q3 2023, down 26% quarter-over-quarter.
  • 11 funds opened new OrthoPediatrics positions in Q3 2023 and 15 closed out, a net change of -4 holders.
  • The largest OrthoPediatrics buyer in Q3 2023 was Braidwell, an estimated $11.4M added.
  • The largest OrthoPediatrics seller in Q3 2023 was Point72 Asset Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q3 2023.