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OrthoPediatrics

121 hedge funds and large institutions have $701M invested in OrthoPediatrics in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

1% less funds holding

Funds holding: 122121 (-1)

2% less capital invested

Capital invested by funds: $715M → $701M (-$13.5M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2.01% less ownership

Funds ownership: 70.53%68.52% (-2%)

32% less call options, than puts

Call options by funds: $39K | Put options by funds: $57K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
48
Reduced
44
Closed
11
Calls
$39K
Puts
$57K
Net Calls
-$18K
Net Calls Change
-$257K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
Larson Financial Group
Missouri
$853K
CS
52
Credit Suisse
Switzerland
$787K +$139K +3,010 +20%
Norges Bank
53
Norges Bank
Norway
$746K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$692K +$46 +1 +0%
Legal & General Group
55
Legal & General Group
United Kingdom
$680K +$401K +8,699 +128%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$665K
UBS Group
57
UBS Group
Switzerland
$556K +$145K +3,145 +33%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$549K +$577K +12,521 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$544K
BA
60
Bridgewater Associates
Connecticut
$538K +$566K +12,279 New
UBS AM
61
UBS AM
Illinois
$535K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$517K -$5.63K -122 -1%
Citigroup
63
Citigroup
New York
$494K +$216K +4,686 +71%
ECM
64
Endurant Capital Management
California
$471K +$495K +10,741 New
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$421K -$91.8K -1,990 -17%
NYLIM
66
New York Life Investment Management
New York
$408K -$80.8K -1,753 -16%
MIM
67
MetLife Investment Management
New Jersey
$391K +$23K +499 +6%
Canada Life
68
Canada Life
Manitoba, Canada
$368K
AIG
69
American International Group
New York
$335K +$14.8K +320 +4%
CCM
70
Channing Capital Management
Illinois
$318K +$335K +7,260 New
HighTower Advisors
71
HighTower Advisors
Illinois
$310K -$443K -9,613 -57%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$309K +$115K +2,495 +55%
Wells Fargo
73
Wells Fargo
California
$305K +$164K +3,554 +105%
Citadel Advisors
74
Citadel Advisors
Florida
$303K +$81.5K +1,767 +34%
ITIM
75
Indiana Trust & Investment Management
Indiana
$297K

KIDS Hedge Fund Activity: Q2 2023 in Review

121 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2023, worth a combined $701M — down 1.9% from $715M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KIDS and 10 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 48 added.

The largest buyer was Brown Capital Management, adding an estimated $9.8M. The largest seller was Millennium Management, cutting an estimated $12.5M.

  • 121 institutional investors held OrthoPediatrics (KIDS) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $701M of OrthoPediatrics stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 10 funds opened new OrthoPediatrics positions in Q2 2023 and 11 closed out, a net change of -1 holder.
  • The largest OrthoPediatrics buyer in Q2 2023 was Brown Capital Management, an estimated $9.8M added.
  • The largest OrthoPediatrics seller in Q2 2023 was Millennium Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.