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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
BA
51
Bridgewater Associates
Connecticut
$549K -$48.9K -1,688 -9%
Legal & General Group
52
Legal & General Group
United Kingdom
$499K -$1.51K -52 -0.3%
CS
53
Candriam SCA
Luxembourg
$468K – – –
CS
54
Credit Suisse
Switzerland
$465K -$57K -1,966 -12%
AllianceBernstein
55
AllianceBernstein
Tennessee
$463K +$53.6K +1,850 +15%
Jane Street
56
Jane Street
New York
$457K +$215K +7,429 +112%
ECM
57
Endurant Capital Management
California
$437K -$1.65M -56,936 -81%
UBS Group
58
UBS Group
Switzerland
$431K +$266K +9,162 +224%
PTC
59
Petrus Trust Company
Texas
$407K +$363K +12,534 New
Squarepoint
60
Squarepoint
New York
$380K +$339K +11,682 New
Canada Life
61
Canada Life
Manitoba, Canada
$369K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$347K -$58.5K -2,017 -16%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$339K -$1.54M -52,989 -84%
TC
64
TwinBeech Capital
New York
$339K -$83.3K -2,872 -22%
MIM
65
MetLife Investment Management
New Jersey
$290K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$277K +$247K +8,523 New
PFM
67
Premier Fund Managers
United Kingdom
$264K +$229K +7,914 New
Man Group
68
Man Group
United Kingdom
$260K +$232K +8,008 New
VI
69
Versor Investments
New York
$260K +$232K +8,000 New
AIG
70
American International Group
New York
$256K -$957 -33 -0.4%
NYLIM
71
New York Life Investment Management
New York
$254K -$6.12K -211 -3%
Deutsche Bank
72
Deutsche Bank
Germany
$226K -$4.9K -169 -2%
SEI Investments
73
SEI Investments
Pennsylvania
$226K -$2.9M -100,152 -94%
UBS AM
74
UBS AM
Illinois
$220K – – –
ITIM
75
Indiana Trust & Investment Management
Indiana
$220K – – –
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.