OrthoPediatrics
KIDS
90 hedge funds and large institutions have $265M invested in OrthoPediatrics in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 18 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
141% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 17
1.98% more ownership
Funds ownership: 48.28% → 50.27% (+2%)
6% less capital invested
Capital invested by funds: $281M → $265M (-$16.1M)
11% less funds holding
Funds holding: 101 → 90 (-11)
61% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$8.94M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$5.19M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$4.86M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.65M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RTW Investments
New York
|
-$14.7M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$2.86M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$2.83M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$2.51M |
| 5 |
Calamos Advisors
Naperville,
Illinois
|
-$2.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
101
Aperio Group
Sausalito,
California
| – | -$39K | -995 | Closed |
|
|
DWA
102
Dorsey Wright & Associates
Pasadena,
California
| – | -$17K | -426 | Closed |
|
|
AS
103
Altshuler Shaham
Tel Aviv,
Israel
| – | -$10K | -254 | Closed |
|
|
RFA
104
Reilly Financial Advisors
La Mesa,
California
| – | -$5K | -125 | Closed |
|
105
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$4K | -113 | Closed |
|
|
MAM
106
Meeder Asset Management
Dublin,
Ohio
| – | -$3K | -81 | Closed |
|
|
AOWM
107
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$2K | -57 | Closed |
|
KIDS Hedge Fund Activity: Q3 2019 in Review
90 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2019, worth a combined $265M — down 5.7% from $281M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of KIDS and 7 opened new positions — a net loss of 11 holders — while 17 trimmed existing stakes and 41 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $8.94M. The largest seller was RTW Investments, exiting entirely with an estimated $14.7M sold.
- 90 institutional investors held OrthoPediatrics (KIDS) as of Q3 2019, down from 101 in Q2 2019.
- Funds reported $265M of OrthoPediatrics stock for Q3 2019, down 5.7% quarter-over-quarter.
- 7 funds opened new OrthoPediatrics positions in Q3 2019 and 18 closed out, a net change of -11 holders.
- The largest OrthoPediatrics buyer in Q3 2019 was Massachusetts Financial Services, an estimated $8.94M added.
- The largest OrthoPediatrics seller in Q3 2019 was RTW Investments, an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2019.