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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
QT
76
Quantbot Technologies
New York
$207K +$128K +4,566 +181%
PTC
77
Petrus Trust Company
Texas
$203K -$156K -5,569 -44%
SEI Investments
78
SEI Investments
Pennsylvania
$201K -$1.09K -39 -0.6%
ITIM
79
Indiana Trust & Investment Management
Indiana
$197K
Wells Fargo
80
Wells Fargo
California
$152K +$16.8K +602 +13%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$141K -$163K -5,812 -54%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$127K -$50K -1,788 -29%
SOW
83
State of Wyoming
Wyoming
$98.8K +$1.59K +57 +2%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$97.4K
US Bancorp
85
US Bancorp
Minnesota
$94.6K -$33.2K -1,189 -27%
EC
86
EntryPoint Capital
New York
$81.2K +$28.2K +1,009 +57%
Citigroup
87
Citigroup
New York
$78K +$11K +392 +17%
Bessemer Group
88
Bessemer Group
New Jersey
$59K
AIP
89
Ameritas Investment Partners
Nebraska
$45.6K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$36.2K -$7.49K -268 -18%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$35K +$5.31K +190 +19%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$30.4K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$29K +$252 +9 +0.9%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$22.6K
HWM
95
HighMark Wealth Management
Minnesota
$21.9K
QCG
96
Quadrant Capital Group
Ohio
$21.2K
AB
97
Amalgamated Bank
New York
$16K -$45K -1,610 -75%
Osaic Holdings
98
Osaic Holdings
Arizona
$13.6K -$11K -395 -46%
S
99
SignatureFD
Georgia
$10K -$3.05K -109 -24%
AIM
100
Arcadia Investment Management
Michigan
$9.62K -$13.6K -486 -60%

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.