OrthoPediatrics
KIDS
101 hedge funds and large institutions have $281M invested in OrthoPediatrics in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 10 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 20
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
6% more funds holding
Funds holding: 95 → 101 (+6)
0.41% less ownership
Funds ownership: 48.7% → 48.28% (-0.41%)
11% less capital invested
Capital invested by funds: $316M → $281M (-$35.3M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$16.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.61M |
| 3 |
RC
Roubaix Capital
Denver,
Colorado
|
+$3.61M |
| 4 |
BlackRock
New York
|
+$3.4M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NHAS
Novo Holdings A/S
Hellerup,
Denmark
|
-$19.9M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$12M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.82M |
| 4 |
Morgan Stanley
New York
|
-$2.69M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WRF
101
Waddell & Reed Financial
Overland Park,
Kansas
| – | -$12M | -270,815 | Closed |
|
102
American Century Companies
Kansas City,
Missouri
| – | -$1.97M | -44,495 | Closed |
|
|
SIM
103
Spark Investment Management
New York
| – | -$1.09M | -24,557 | Closed |
|
104
Marshall Wace
London,
United Kingdom
| – | -$428K | -9,677 | Closed |
|
105
California Public Employees Retirement System
Sacramento,
California
| – | -$385K | -8,704 | Closed |
|
106
Goldman Sachs
New York
| – | -$375K | -8,483 | Closed |
|
|
SPC
107
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$280K | -6,320 | Closed |
|
|
WG
108
Winton Group
London,
United Kingdom
| – | -$248K | -5,606 | Closed |
|
|
PCM
109
Perkins Capital Management
Wayzata,
Minnesota
| – | -$221K | -5,000 | Closed |
|
110
Brown Advisory
Baltimore,
Maryland
| – | -$202K | -4,556 | Closed |
|
|
GWS
111
Glassman Wealth Services
Vienna,
Virginia
| – | +$242 | +6 | New |
|
KIDS Hedge Fund Activity: Q2 2019 in Review
101 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2019, worth a combined $281M — down 11% from $316M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new KIDS positions and 10 closed out — a net gain of 8 holders — while 44 added to existing stakes and 20 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $16.7M. The largest seller was Novo Holdings A/S, cutting an estimated $19.9M.
- 101 institutional investors held OrthoPediatrics (KIDS) as of Q2 2019, up from 95 in Q1 2019.
- Funds reported $281M of OrthoPediatrics stock for Q2 2019, down 11% quarter-over-quarter.
- 18 funds opened new OrthoPediatrics positions in Q2 2019 and 10 closed out, a net change of +8 holders.
- The largest OrthoPediatrics buyer in Q2 2019 was Massachusetts Financial Services, an estimated $16.7M added.
- The largest OrthoPediatrics seller in Q2 2019 was Novo Holdings A/S, an estimated $19.9M sold.
Based on aggregated 13F filings for Q2 2019.