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OrthoPediatrics

121 hedge funds and large institutions have $701M invested in OrthoPediatrics in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

1% less funds holding

Funds holding: 122121 (-1)

2% less capital invested

Capital invested by funds: $715M → $701M (-$13.5M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2.01% less ownership

Funds ownership: 70.53%68.52% (-2%)

32% less call options, than puts

Call options by funds: $39K | Put options by funds: $57K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
48
Reduced
44
Closed
11
Calls
$39K
Puts
$57K
Net Calls
-$18K
Net Calls Change
-$257K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Arcadia Investment Management
Michigan
$49.3K -$75.9K -1,645 -59%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$42.9K +$4.84K +105 +12%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$38.1K -$2.21K -48 -5%
TRCT
104
Tower Research Capital (TRC)
New York
$35.1K +$553 +12 +2%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$33.9K
HWM
106
HighMark Wealth Management
Minnesota
$32.9K -$4.7K -102 -12%
MA
107
MCF Advisors
Kentucky
$31K -$3.23K -70 -9%
PPC
108
Park Place Capital
Alabama
$29K
HCA
109
Harbor Capital Advisors
Illinois
$20.9K +$22K +477 New
FHA
110
First Horizon Advisors
Tennessee
$14.7K
HIA
111
Harbor Investment Advisory
Maryland
$13.8K -$28.2K -611 -66%
CSS
112
Cubist Systematic Strategies
Connecticut
$8.46K -$11.1K -241 -56%
CFGS
113
Concourse Financial Group Securities
Alabama
$8.38K -$599 -13 -6%
DAM
114
Delta Asset Management
Tennessee
$7.67K
VWM
115
Venturi Wealth Management
Texas
$3.95K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$2.98K +$3.13K +68 New
HNB
117
Huntington National Bank
Ohio
$2.94K +$184 +4 +6%
SWM
118
Spire Wealth Management
Virginia
$1.84K
CTWM
119
Cherry Tree Wealth Management
Minnesota
$1.84K +$1.94K +42 New
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$614
SG Americas Securities
121
SG Americas Securities
New York
-$696K -15,716 Closed
HF
122
HRT Financial
New York
-$341K -7,708 Closed
CCIA
123
Campbell & Co Investment Adviser
Maryland
-$321K -7,244 Closed
Two Sigma Investments
124
Two Sigma Investments
New York
-$305K -6,893 Closed
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
-$271K -6,121 Closed

KIDS Hedge Fund Activity: Q2 2023 in Review

121 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2023, worth a combined $701M — down 1.9% from $715M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KIDS and 10 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 48 added.

The largest buyer was Brown Capital Management, adding an estimated $9.8M. The largest seller was Millennium Management, cutting an estimated $12.5M.

  • 121 institutional investors held OrthoPediatrics (KIDS) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $701M of OrthoPediatrics stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 10 funds opened new OrthoPediatrics positions in Q2 2023 and 11 closed out, a net change of -1 holder.
  • The largest OrthoPediatrics buyer in Q2 2023 was Brown Capital Management, an estimated $9.8M added.
  • The largest OrthoPediatrics seller in Q2 2023 was Millennium Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.