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OrthoPediatrics

117 hedge funds and large institutions have $521M invested in OrthoPediatrics in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

1.17% more ownership

Funds ownership: 68.52%69.69% (+1.2%)

3% less funds holding

Funds holding: 121117 (-4)

26% less capital invested

Capital invested by funds: $701M → $521M (-$180M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

87% less call options, than puts

Call options by funds: $150K | Put options by funds: $1.19M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
43
Reduced
37
Closed
15
Calls
$150K
Puts
$1.19M
Net Calls
-$1.04M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
101
Park Place Capital
Alabama
$21.2K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$15.1K -$19.5K -506 -52%
FHA
103
First Horizon Advisors
Tennessee
$10.7K
HIA
104
Harbor Investment Advisory
Maryland
$10.1K
DAM
105
Delta Asset Management
Tennessee
$5.6K
NS
106
NBC Securities
Alabama
$5K +$6.2K +161 New
CFGS
107
Concourse Financial Group Securities
Alabama
$4.93K -$1.43K -37 -19%
VWM
108
Venturi Wealth Management
Texas
$2.88K
HNB
109
Huntington National Bank
Ohio
$1.86K -$347 -9 -13%
CTWM
110
Cherry Tree Wealth Management
Minnesota
$1.34K
SWM
111
Spire Wealth Management
Virginia
$1.34K
QCG
112
Quadrant Capital Group
Ohio
$1.02K +$1.23K +32 New
LC
113
Lindbrook Capital
California
$864 +$1.04K +27 New
S
114
SignatureFD
Georgia
$576 +$693 +18 New
GWS
115
Glassman Wealth Services
Virginia
$160 +$193 +5 New
Point72 Asset Management
116
Point72 Asset Management
Connecticut
-$7.2M -164,111 Closed
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
-$1.01M -20,832 Closed
Russell Investments Group
118
Russell Investments Group
United Kingdom
-$309K -7,037 Closed
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
-$272K -6,215 Closed
FA
120
FDx Advisors
Illinois
-$258K -5,889 Closed
Stifel Financial
121
Stifel Financial
Missouri
-$256K -5,839 Closed
Marshall Wace
122
Marshall Wace
United Kingdom
-$245K -5,597 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$225K -5,141 Closed
YIH
124
Y-Intercept (HK)
Hong Kong
-$225K -5,139 Closed
Principal Financial Group
125
Principal Financial Group
Iowa
-$224K -5,110 Closed

KIDS Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2023, worth a combined $521M — down 26% from $701M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KIDS and 11 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 43 added.

The largest buyer was Braidwell, adding an estimated $11.4M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $7.2M sold.

  • 117 institutional investors held OrthoPediatrics (KIDS) as of Q3 2023, down from 121 in Q2 2023.
  • Funds reported $521M of OrthoPediatrics stock for Q3 2023, down 26% quarter-over-quarter.
  • 11 funds opened new OrthoPediatrics positions in Q3 2023 and 15 closed out, a net change of -4 holders.
  • The largest OrthoPediatrics buyer in Q3 2023 was Braidwell, an estimated $11.4M added.
  • The largest OrthoPediatrics seller in Q3 2023 was Point72 Asset Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q3 2023.