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OrthoPediatrics

131 hedge funds and large institutions have $864M invested in OrthoPediatrics in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.77% less ownership

Funds ownership: 75.18%73.41% (-1.8%)

8% less funds holding

Funds holding: 143131 (-12)

10% less capital invested

Capital invested by funds: $965M → $864M (-$101M)

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

99% less call options, than puts

Call options by funds: $72K | Put options by funds: $11.2M

Holders
131
Holders Change
-12
Holders Change %
-8.39%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
53
Closed
21
Calls
$72K
Puts
$11.2M
Net Calls
-$11.1M
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$1.32M -$5.86M -94,135 -81%
MWM
52
Midwest Wealth Management
Indiana
$1.17M
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.15M +$26.3K +422 +2%
EIM
54
Essex Investment Management
Massachusetts
$1.13M -$37.8K -607 -3%
Norges Bank
55
Norges Bank
Norway
$1.02M
Barclays
56
Barclays
United Kingdom
$1.01M +$693K +11,138 +197%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$959K -$155K -2,484 -13%
BA
58
Bridgewater Associates
Connecticut
$923K -$266K -4,274 -22%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$910K +$2.93K +47 +0.3%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$832K +$126K +2,025 +17%
JP Morgan Chase
61
JP Morgan Chase
New York
$831K +$539K +8,663 +166%
Tudor Investment Corp
62
Tudor Investment Corp
Connecticut
$805K +$182K +2,923 +28%
Principal Financial Group
63
Principal Financial Group
Iowa
$793K +$581K +9,341 +239%
AI
64
Atom Investors
Texas
$781K +$411K +6,596 +102%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$770K -$15.6K -251 -2%
Citigroup
66
Citigroup
New York
$767K +$81.7K +1,313 +11%
AllianceBernstein
67
AllianceBernstein
Tennessee
$742K
HighTower Advisors
68
HighTower Advisors
Illinois
$686K -$49K -787 -6%
GCP
69
GSA Capital Partners
United Kingdom
$660K +$165K +2,651 +32%
MAM
70
Martingale Asset Management
Massachusetts
$641K +$56K +900 +9%
Stifel Financial
71
Stifel Financial
Missouri
$630K -$6.22K -100 -0.9%
Goldman Sachs
72
Goldman Sachs
New York
$616K -$223K -3,580 -26%
FA
73
FDx Advisors
Illinois
$593K -$43.1K -693 -7%
IWP
74
Icon Wealth Partners
Texas
$593K -$43.1K -693 -7%
CS
75
Credit Suisse
Switzerland
$567K -$72.3K -1,161 -11%

KIDS Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q4 2021, worth a combined $864M — down 10% from $965M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KIDS and 9 opened new positions — a net loss of 12 holders — while 53 trimmed existing stakes and 40 added.

The largest buyer was Granahan Investment Management, adding an estimated $5.04M. The largest seller was Wells Fargo, cutting an estimated $22.2M.

  • 131 institutional investors held OrthoPediatrics (KIDS) as of Q4 2021, down from 143 in Q3 2021.
  • Funds reported $864M of OrthoPediatrics stock for Q4 2021, down 10% quarter-over-quarter.
  • 9 funds opened new OrthoPediatrics positions in Q4 2021 and 21 closed out, a net change of -12 holders.
  • The largest OrthoPediatrics buyer in Q4 2021 was Granahan Investment Management, an estimated $5.04M added.
  • The largest OrthoPediatrics seller in Q4 2021 was Wells Fargo, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.