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OrthoPediatrics

138 hedge funds and large institutions have $945M invested in OrthoPediatrics in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

32% more capital invested

Capital invested by funds: $714M → $945M (+$231M)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

10% more funds holding

Funds holding: 126138 (+12)

1.98% more ownership

Funds ownership: 74.52%76.51% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
46
Reduced
40
Closed
10
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
Stephens Inc
Arkansas
$203K +$185K +3,216 New
SG Americas Securities
102
SG Americas Securities
New York
$195K +$13.6K +236 +8%
Legal & General Group
103
Legal & General Group
United Kingdom
$122K
Barclays
104
Barclays
United Kingdom
$111K -$529K -9,210 -84%
SMG
105
Spectrum Management Group
Indiana
$102K +$92.4K +1,608 New
PFBT
106
Parkside Financial Bank & Trust
Missouri
$101K +$747 +13 +0.8%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$89K
TPCW
108
TD Private Client Wealth
New York
$81.4K
Osaic Holdings
109
Osaic Holdings
Arizona
$76K +$22.7K +395 +49%
QT
110
Quantbot Technologies
New York
$75K +$68.9K +1,200 New
AIP
111
Ameritas Investment Partners
Nebraska
$67K
ST
112
Sageworth Trust
Pennsylvania
$59K
TRCT
113
Tower Research Capital (TRC)
New York
$59K +$18.9K +329 +55%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$49K
CFGS
115
Concourse Financial Group Securities
Alabama
$48K +$8.68K +151 +25%
Canada Life
116
Canada Life
Manitoba, Canada
$41K -$24.4K -424 -39%
FHA
117
First Horizon Advisors
Tennessee
$20K
SQA
118
Simon Quick Advisors
New Jersey
$18K
UBS Group
119
UBS Group
Switzerland
$13K -$213K -3,707 -95%
Macquarie Group
120
Macquarie Group
Australia
$13K
CFA
121
Carroll Financial Associates
North Carolina
$11K
DAM
122
Delta Asset Management
Tennessee
$11K
HWM
123
HighMark Wealth Management
Minnesota
$11K +$1.38K +24 +17%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$10K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$10K

KIDS Hedge Fund Activity: Q2 2021 in Review

138 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2021, worth a combined $945M — up 32% from $714M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KIDS positions and 10 closed out — a net gain of 13 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.7M. The largest seller was Endurant Capital Management, exiting entirely with an estimated $19.3M sold.

  • 138 institutional investors held OrthoPediatrics (KIDS) as of Q2 2021, up from 126 in Q1 2021.
  • Funds reported $945M of OrthoPediatrics stock for Q2 2021, up 32% quarter-over-quarter.
  • 23 funds opened new OrthoPediatrics positions in Q2 2021 and 10 closed out, a net change of +13 holders.
  • The largest OrthoPediatrics buyer in Q2 2021 was Fidelity Investments, an estimated $16.7M added.
  • The largest OrthoPediatrics seller in Q2 2021 was Endurant Capital Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2021.