We are live on ! Find out more
KIDS icon

OrthoPediatrics

143 hedge funds and large institutions have $965M invested in OrthoPediatrics in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 138143 (+5)

2% more capital invested

Capital invested by funds: $945M → $965M (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 76.51%75.18% (-1.3%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

98% less call options, than puts

Call options by funds: $236K | Put options by funds: $11.1M

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
43
Reduced
48
Closed
9
Calls
$236K
Puts
$11.1M
Net Calls
-$10.9M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.74M +$1.67M +25,672 New
SEI Investments
52
SEI Investments
Pennsylvania
$1.69M -$144K -2,217 -8%
EI
53
EAM Investors
California
$1.66M
Ensign Peak Advisors
54
Ensign Peak Advisors
Utah
$1.64M +$305K +4,703 +23%
PCMI
55
Paradigm Capital Management Inc
New York
$1.61M
Amundi
56
Amundi
France
$1.47M -$2.59M -39,897 -64%
Man Group
57
Man Group
United Kingdom
$1.32M -$572K -8,814 -30%
BA
58
Bridgewater Associates
Connecticut
$1.29M -$55.8K -859 -4%
EIM
59
Essex Investment Management
Massachusetts
$1.28M +$1.27M +19,501 New
MWM
60
Midwest Wealth Management
Indiana
$1.27M -$32.5K -500 -3%
CCP
61
Cassia Capital Partners
North Carolina
$1.27M +$1.26M +19,461 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$22.2K -342 -2%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1.21M
Norges Bank
64
Norges Bank
Norway
$1.11M
RJFSA
65
Raymond James Financial Services Advisors
Florida
$993K -$1.36K -21 -0.1%
Goldman Sachs
66
Goldman Sachs
New York
$908K +$363K +5,590 +68%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$859K +$37K +569 +5%
HighTower Advisors
68
HighTower Advisors
Illinois
$813K -$56.6K -871 -7%
AllianceBernstein
69
AllianceBernstein
Tennessee
$812K
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$778K -$27.3K -421 -3%
Citigroup
71
Citigroup
New York
$754K -$1.92M -29,552 -72%
CS
72
Credit Suisse
Switzerland
$697K +$51.8K +798 +8%
Stifel Financial
73
Stifel Financial
Missouri
$695K -$8.44K -130 -1%
FA
74
FDx Advisors
Illinois
$695K +$32.8K +505 +5%
IWP
75
Icon Wealth Partners
Texas
$695K +$32.8K +505 +5%

KIDS Hedge Fund Activity: Q3 2021 in Review

143 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2021, worth a combined $965M — up 2.2% from $945M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KIDS positions and 9 closed out — a net gain of 6 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.73M. The largest seller was Brown Advisory, cutting an estimated $12.6M.

  • 143 institutional investors held OrthoPediatrics (KIDS) as of Q3 2021, up from 138 in Q2 2021.
  • Funds reported $965M of OrthoPediatrics stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 15 funds opened new OrthoPediatrics positions in Q3 2021 and 9 closed out, a net change of +6 holders.
  • The largest OrthoPediatrics buyer in Q3 2021 was Fidelity Investments, an estimated $7.73M added.
  • The largest OrthoPediatrics seller in Q3 2021 was Brown Advisory, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2021.