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OrthoPediatrics
KIDS

129 hedge funds and large institutions have $543M invested in OrthoPediatrics in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

14% more call options, than puts

Call options by funds: $270K | Put options by funds: $237K

10% more funds holding

Funds holding: 117 → 129 (+12)

1.9% more ownership

Funds ownership: 69.69% → 71.58% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

4% more capital invested

Capital invested by funds: $521M → $543M (+$22.4M)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
41
Reduced
39
Closed
20
Calls
$270K
Puts
$237K
Net Calls
+$33K
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$24.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.11M
3
GIM
Granahan Investment Management
Massachusetts
+$5.15M
4
PM
Prosight Management
Texas
+$2.75M
5
BlackRock
BlackRock
New York
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$16M
2
BCM
Brown Capital Management
Maryland
-$5.39M
3
DDC
DF Dent & Co
Maryland
-$4.79M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.46M
5
SEI Investments
SEI Investments
Pennsylvania
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$28K -$35.6K -1,228 -59%
AIM
102
Arcadia Investment Management
Michigan
$26.5K -$9.02K -311 -28%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$25.2K – – –
HWM
104
HighMark Wealth Management
Minnesota
$24.4K – – –
QCG
105
Quadrant Capital Group
Ohio
$23.6K +$20.1K +694 +2,169%
MA
106
MCF Advisors
Kentucky
$18.6K -$3.89K -134 -19%
S
107
SignatureFD
Georgia
$14.7K +$12.6K +435 +2,417%
FHA
108
First Horizon Advisors
Tennessee
$10.5K -$348 -12 -4%
PPC
109
Park Place Capital
Alabama
$7.35K -$12.6K -436 -66%
GI
110
GAMMA Investing
California
$5.88K +$6.52K +225 New
LC
111
Lindbrook Capital
California
$5.66K +$4.26K +147 +544%
PA
112
Parallel Advisors
California
$3.77K +$3.36K +116 New
DAM
113
Delta Asset Management
Tennessee
$3.25K -$2.17K -75 -43%
Comerica Bank
114
Comerica Bank
Texas
$2.86K -$19K -655 -88%
HNB
115
Huntington National Bank
Ohio
$2.08K +$174 +6 +10%
GWS
116
Glassman Wealth Services
Virginia
$1.59K +$1.28K +44 +880%
EWA
117
EverSource Wealth Advisors
Alabama
$1.43K +$1.28K +44 New
CTWM
118
Cherry Tree Wealth Management
Minnesota
$1.37K – – –
FG
119
Fairman Group
Pennsylvania
$1.24K +$1.1K +38 New
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$1.14K +$1.01K +35 New
PWMG
121
Private Wealth Management Group
New Jersey
$1.04K +$928 +32 New
VNA
122
Valley National Advisers
Pennsylvania
$1K +$1.45K +50 New
FFA
123
Farther Finance Advisors
California
$910 +$812 +28 New
CA
124
Clearstead Advisors
Ohio
$813 +$725 +25 New
VCM
125
Versant Capital Management
Arizona
$390 +$348 +12 New
2 3 4
5
6

KIDS Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q4 2023, worth a combined $543M — up 4.3% from $521M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new KIDS positions and 20 closed out — a net gain of 13 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.7M. The largest seller was Riverbridge Partners, cutting an estimated $16M.

  • 129 institutional investors held OrthoPediatrics (KIDS) as of Q4 2023, up from 117 in Q3 2023.
  • Funds reported $543M of OrthoPediatrics stock for Q4 2023, up 4.3% quarter-over-quarter.
  • 33 funds opened new OrthoPediatrics positions in Q4 2023 and 20 closed out, a net change of +13 holders.
  • The largest OrthoPediatrics buyer in Q4 2023 was Morgan Stanley, an estimated $24.7M added.
  • The largest OrthoPediatrics seller in Q4 2023 was Riverbridge Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2023.