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OrthoPediatrics
KIDS

123 hedge funds and large institutions have $640M invested in OrthoPediatrics in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

43% more call options, than puts

Call options by funds: $941K | Put options by funds: $656K

12% more capital invested

Capital invested by funds: $572M → $640M (+$67.6M)

4.08% more ownership

Funds ownership: 67.31% → 71.39% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 129 → 123 (-6)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
53
Reduced
32
Closed
20
Calls
$941K
Puts
$656K
Net Calls
+$285K
Net Calls Change
+$1.25M

Top Buyers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
+$9.26M
2
BCM
Brown Capital Management
Maryland
+$6.14M
3
ECM
Endurant Capital Management
California
+$5.88M
4
RA
Royce & Associates
New York
+$5.53M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
MIM
Monashee Investment Management
Massachusetts
-$1.97M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.97M
3
WA
Wasatch Advisors
Utah
-$1.89M
4
DCM
Driehaus Capital Management
Illinois
-$1.75M
5
Morgan Stanley
Morgan Stanley
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
101
HighMark Wealth Management
Minnesota
$71K +$67.9K +1,463 +1,626%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$65K +$65.6K +1,414 New
PFBT
103
Parkside Financial Bank & Trust
Missouri
$62K -$6.45K -139 -9%
TPCW
104
TD Private Client Wealth
New York
$59.1K +$59.8K +1,288 New
Canada Life
105
Canada Life
Manitoba, Canada
$49K – – –
AIP
106
Ameritas Investment Partners
Nebraska
$48K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$36K -$4.69K -101 -12%
Osaic Holdings
108
Osaic Holdings
Arizona
$20K +$7.1K +153 +51%
FHA
109
First Horizon Advisors
Tennessee
$14K – – –
Macquarie Group
110
Macquarie Group
Australia
$14K – – –
VAIA
111
Virtus Alternative Investment Advisers
Connecticut
$12K -$2.64K -57 -18%
HNB
112
Huntington National Bank
Ohio
$12K +$3.8K +82 +46%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
CFA
114
Carroll Financial Associates
North Carolina
$8K – – –
DAM
115
Delta Asset Management
Tennessee
$8K – – –
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$7K – – –
BAM
117
Barrett Asset Management
New York
$5K – – –
CFGS
118
Concourse Financial Group Securities
Alabama
$3K +$1.76K +38 +109%
PCG
119
Private Capital Group
Connecticut
$2K -$4.36K -94 -65%
Millennium Management
120
Millennium Management
New York
$1.33K +$1.34M +28,925 New
S
121
SignatureFD
Georgia
$1K -$1.11K -24 -51%
TWA
122
TCI Wealth Advisors
Arizona
$1K – – –
MIM
123
Monashee Investment Management
Massachusetts
– -$1.97M -45,000 Closed
Marshall Wace
124
Marshall Wace
United Kingdom
– -$1.97M -44,915 Closed
Point72 Asset Management
125
Point72 Asset Management
Connecticut
– -$1.56M -35,700 Closed
2 3 4
5
6

KIDS Hedge Fund Activity: Q3 2020 in Review

123 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2020, worth a combined $640M — up 12% from $572M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KIDS and 14 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 53 added.

The largest buyer was Brown Advisory, adding an estimated $9.26M. The largest seller was Monashee Investment Management, exiting entirely with an estimated $1.97M sold.

  • 123 institutional investors held OrthoPediatrics (KIDS) as of Q3 2020, down from 129 in Q2 2020.
  • Funds reported $640M of OrthoPediatrics stock for Q3 2020, up 12% quarter-over-quarter.
  • 14 funds opened new OrthoPediatrics positions in Q3 2020 and 20 closed out, a net change of -6 holders.
  • The largest OrthoPediatrics buyer in Q3 2020 was Brown Advisory, an estimated $9.26M added.
  • The largest OrthoPediatrics seller in Q3 2020 was Monashee Investment Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2020.