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OrthoPediatrics

121 hedge funds and large institutions have $464M invested in OrthoPediatrics in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

4.07% less ownership

Funds ownership: 71.58%67.51% (-4.1%)

6% less funds holding

Funds holding: 129121 (-8)

15% less capital invested

Capital invested by funds: $543M → $464M (-$79.7M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

35% less call options, than puts

Call options by funds: $702K | Put options by funds: $1.08M

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
37
Reduced
41
Closed
23
Calls
$702K
Puts
$1.08M
Net Calls
-$382K
Net Calls Change
-$415K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.12M -$280 -10 -0%
UOC
27
UBS O'Connor
Illinois
$1.89M +$685K +24,500 +61%
PCIA
28
Prime Capital Investment Advisors
Kansas
$1.82M -$4.5K -161 -0.3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.74M -$90K -3,219 -5%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.63M +$1.56M +55,902 New
RA
31
Royce & Associates
New York
$1.62M -$2.4M -85,975 -61%
Bank of America
32
Bank of America
North Carolina
$1.52M -$77.6K -2,774 -5%
CCA
33
Conestoga Capital Advisors
Pennsylvania
$1.42M +$92.3K +3,300 +7%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$1.35M -$322K -11,523 -20%
TIM
35
Triodos Investment Management
Netherlands
$1.2M +$168K +6,000 +17%
MOACM
36
Mutual of America Capital Management
New York
$1.11M -$86.4K -3,091 -8%
N
37
Nuveen
North Carolina
$1.09M
Norges Bank
38
Norges Bank
Norway
$1.06M -$962K -34,400 -49%
Swiss National Bank
39
Swiss National Bank
Switzerland
$939K
KCM
40
Kornitzer Capital Management
Kansas
$831K
Goldman Sachs
41
Goldman Sachs
New York
$750K -$2.02M -72,211 -74%
BTI
42
Blue Trust Inc
Georgia
$737K -$95.1K -3,400 -12%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$669K +$641K +22,928 New
DDC
44
DF Dent & Co
Maryland
$654K -$892K -31,886 -59%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$652K +$14.3K +513 +2%
Squarepoint
46
Squarepoint
New York
$641K +$288K +10,304 +88%
JP Morgan Chase
47
JP Morgan Chase
New York
$613K -$14.2K -509 -2%
JF
48
Jump Financial
Illinois
$593K +$71.3K +2,551 +14%
Two Sigma Investments
49
Two Sigma Investments
New York
$580K +$556K +19,899 New
LFG
50
Larson Financial Group
Missouri
$567K

KIDS Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q1 2024, worth a combined $464M — down 15% from $543M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KIDS and 15 opened new positions — a net loss of 8 holders — while 41 trimmed existing stakes and 37 added.

The largest buyer was Wellington Management Group, adding an estimated $11.7M. The largest seller was Brown Capital Management, cutting an estimated $14.7M.

  • 121 institutional investors held OrthoPediatrics (KIDS) as of Q1 2024, down from 129 in Q4 2023.
  • Funds reported $464M of OrthoPediatrics stock for Q1 2024, down 15% quarter-over-quarter.
  • 15 funds opened new OrthoPediatrics positions in Q1 2024 and 23 closed out, a net change of -8 holders.
  • The largest OrthoPediatrics buyer in Q1 2024 was Wellington Management Group, an estimated $11.7M added.
  • The largest OrthoPediatrics seller in Q1 2024 was Brown Capital Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2024.