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OrthoPediatrics

131 hedge funds and large institutions have $864M invested in OrthoPediatrics in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.77% less ownership

Funds ownership: 75.18%73.41% (-1.8%)

8% less funds holding

Funds holding: 143131 (-12)

10% less capital invested

Capital invested by funds: $965M → $864M (-$101M)

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

99% less call options, than puts

Call options by funds: $72K | Put options by funds: $11.2M

Holders
131
Holders Change
-12
Holders Change %
-8.39%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
53
Closed
21
Calls
$72K
Puts
$11.2M
Net Calls
-$11.1M
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
101
Signet Financial Management
New Jersey
$60K +$62.2K +1,000 New
QT
102
Quantbot Technologies
New York
$53K -$37.3K -600 -40%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$46K
CFGS
104
Concourse Financial Group Securities
Alabama
$43K -$3.61K -58 -8%
STCOSD
105
Sageworth Trust Company of South Dakota
South Dakota
$43K +$44.6K +717 New
Canada Life
106
Canada Life
Manitoba, Canada
$39K
CWS
107
Confluence Wealth Services
Pennsylvania
$28K +$29.8K +478 New
FHA
108
First Horizon Advisors
Tennessee
$19K
SQA
109
Simon Quick Advisors
New Jersey
$18K
TRCT
110
Tower Research Capital (TRC)
New York
$15K -$17.9K -288 -54%
ST
111
Sageworth Trust
Pennsylvania
$13K -$45K -723 -77%
Macquarie Group
112
Macquarie Group
Australia
$12K
ACM
113
Aquatic Capital Management
Illinois
$12K +$12.4K +200 New
CFA
114
Carroll Financial Associates
North Carolina
$10K
DAM
115
Delta Asset Management
Tennessee
$10K
HNB
116
Huntington National Bank
Ohio
$8K
BAM
117
Barrett Asset Management
New York
$6K
TWA
118
TCI Wealth Advisors
Arizona
$5K +$1.37K +22 +33%
PCG
119
Private Capital Group
Connecticut
$5K +$2.24K +36 +67%
SWM
120
Spire Wealth Management
Virginia
$3K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$3K +$3.55K +57 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.99K +32 New
Federated Hermes
123
Federated Hermes
Pennsylvania
$1K -$5.85K -94 -96%
S
124
SignatureFD
Georgia
$1K -$747 -12 -34%
BA
125
Bellwether Advisors
Nebraska
$1K

KIDS Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q4 2021, worth a combined $864M — down 10% from $965M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KIDS and 9 opened new positions — a net loss of 12 holders — while 53 trimmed existing stakes and 40 added.

The largest buyer was Granahan Investment Management, adding an estimated $5.04M. The largest seller was Wells Fargo, cutting an estimated $22.2M.

  • 131 institutional investors held OrthoPediatrics (KIDS) as of Q4 2021, down from 143 in Q3 2021.
  • Funds reported $864M of OrthoPediatrics stock for Q4 2021, down 10% quarter-over-quarter.
  • 9 funds opened new OrthoPediatrics positions in Q4 2021 and 21 closed out, a net change of -12 holders.
  • The largest OrthoPediatrics buyer in Q4 2021 was Granahan Investment Management, an estimated $5.04M added.
  • The largest OrthoPediatrics seller in Q4 2021 was Wells Fargo, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.