OrthoPediatrics
KIDS
129 hedge funds and large institutions have $572M invested in OrthoPediatrics in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 22 reducing their positions, and 7 closing their positions.
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
164% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 22
30% more capital invested
Capital invested by funds: $439M → $572M (+$133M)
22% more funds holding
Funds holding: 106 → 129 (+23)
1.71% more ownership
Funds ownership: 65.6% → 67.31% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $4K | Put options by funds: $967K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.8M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$11.6M |
| 3 |
BlackRock
New York
|
+$6.73M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$6.16M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$4.01M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.55M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$2.13M |
| 4 |
JP Morgan Chase
New York
|
-$1.47M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
126
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | +$1.57K | +35 | New |
|
|
S
127
SignatureFD
Atlanta,
Georgia
| $2K | +$2.11K | +47 | New |
|
|
TWA
128
TCI Wealth Advisors
Tucson,
Arizona
| $1K | – | – | – |
|
|
VFA
129
Valeo Financial Advisors
Carmel,
Indiana
| $1K | +$315 | +7 | +41% |
|
|
130
Millennium Management
New York
| – | -$4.01M | -101,142 | Closed |
|
|
131
Allianz Asset Management
Munich,
Germany
| – | -$2.13M | -53,661 | Closed |
|
|
SFM
132
Signet Financial Management
Parsippany,
New Jersey
| – | -$521K | -11,389 | Closed |
|
133
Victory Capital Management
San Antonio,
Texas
| – | -$152K | -3,828 | Closed |
|
134
Lazard Asset Management
New York
| – | -$56K | -1,426 | Closed |
|
|
AS
135
Altshuler Shaham
Tel Aviv,
Israel
| – | -$12K | -307 | Closed |
|
KIDS Hedge Fund Activity: Q2 2020 in Review
129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2020, worth a combined $572M — up 30% from $439M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new KIDS positions and 7 closed out — a net gain of 23 holders — while 58 added to existing stakes and 22 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $11.8M. The largest seller was Millennium Management, exiting entirely with an estimated $4.01M sold.
- 129 institutional investors held OrthoPediatrics (KIDS) as of Q2 2020, up from 106 in Q1 2020.
- Funds reported $572M of OrthoPediatrics stock for Q2 2020, up 30% quarter-over-quarter.
- 30 funds opened new OrthoPediatrics positions in Q2 2020 and 7 closed out, a net change of +23 holders.
- The largest OrthoPediatrics buyer in Q2 2020 was Fidelity Investments, an estimated $11.8M added.
- The largest OrthoPediatrics seller in Q2 2020 was Millennium Management, an estimated $4.01M sold.
Based on aggregated 13F filings for Q2 2020.