We are live on ! Find out more
KIDS icon

OrthoPediatrics
KIDS

129 hedge funds and large institutions have $543M invested in OrthoPediatrics in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

14% more call options, than puts

Call options by funds: $270K | Put options by funds: $237K

10% more funds holding

Funds holding: 117 → 129 (+12)

1.9% more ownership

Funds ownership: 69.69% → 71.58% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

4% more capital invested

Capital invested by funds: $521M → $543M (+$22.4M)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
41
Reduced
39
Closed
20
Calls
$270K
Puts
$237K
Net Calls
+$33K
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$24.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.11M
3
GIM
Granahan Investment Management
Massachusetts
+$5.15M
4
PM
Prosight Management
Texas
+$2.75M
5
BlackRock
BlackRock
New York
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$16M
2
BCM
Brown Capital Management
Maryland
-$5.39M
3
DDC
DF Dent & Co
Maryland
-$4.79M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.46M
5
SEI Investments
SEI Investments
Pennsylvania
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSCM
26
Divisadero Street Capital Management
Florida
$2.39M +$2.13M +73,388 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.36M – – –
Norges Bank
28
Norges Bank
Norway
$2.3M +$1.56M +53,682 +315%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.05M +$212K +7,312 +13%
PCIA
30
Prime Capital Investment Advisors
Kansas
$2.04M +$1.82M +62,610 New
Citadel Advisors
31
Citadel Advisors
Florida
$1.99M +$213K +7,350 +14%
Tudor Investment Corp
32
Tudor Investment Corp
Connecticut
$1.88M +$1.67M +57,721 New
Bank of America
33
Bank of America
North Carolina
$1.78M -$724K -24,959 -31%
DDC
34
DF Dent & Co
Maryland
$1.77M -$4.79M -165,138 -75%
CCA
35
Conestoga Capital Advisors
Pennsylvania
$1.47M +$254K +8,770 +24%
MOACM
36
Mutual of America Capital Management
New York
$1.34M -$54.7K -1,886 -4%
UOC
37
UBS O'Connor
Illinois
$1.31M -$461K -15,905 -28%
MAG
38
Millrace Asset Group
Pennsylvania
$1.28M +$1.14M +39,457 New
N
39
Nuveen
North Carolina
$1.22M +$160K +5,526 +17%
TIM
40
Triodos Investment Management
Netherlands
$1.14M +$290K +10,000 +40%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.05M -$183K -6,300 -16%
KCM
42
Kornitzer Capital Management
Kansas
$926K – – –
BTI
43
Blue Trust Inc
Georgia
$917K +$12.2K +421 +1%
Barclays
44
Barclays
United Kingdom
$814K +$457K +15,759 +170%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$710K +$1.74K +60 +0.3%
JP Morgan Chase
46
JP Morgan Chase
New York
$700K -$920K -31,715 -60%
Ameriprise
47
Ameriprise
Minnesota
$676K -$110K -3,805 -15%
LFG
48
Larson Financial Group
Missouri
$633K – – –
JF
49
Jump Financial
Illinois
$579K +$516K +17,800 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$558K -$51.5K -1,777 -9%
1
2
3 4 5

KIDS Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q4 2023, worth a combined $543M — up 4.3% from $521M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new KIDS positions and 20 closed out — a net gain of 13 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.7M. The largest seller was Riverbridge Partners, cutting an estimated $16M.

  • 129 institutional investors held OrthoPediatrics (KIDS) as of Q4 2023, up from 117 in Q3 2023.
  • Funds reported $543M of OrthoPediatrics stock for Q4 2023, up 4.3% quarter-over-quarter.
  • 33 funds opened new OrthoPediatrics positions in Q4 2023 and 20 closed out, a net change of +13 holders.
  • The largest OrthoPediatrics buyer in Q4 2023 was Morgan Stanley, an estimated $24.7M added.
  • The largest OrthoPediatrics seller in Q4 2023 was Riverbridge Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2023.