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OrthoPediatrics
KIDS

143 hedge funds and large institutions have $965M invested in OrthoPediatrics in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 138 → 143 (+5)

2% more capital invested

Capital invested by funds: $945M → $965M (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.33% less ownership

Funds ownership: 76.51% → 75.18% (-1.3%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

98% less call options, than puts

Call options by funds: $236K | Put options by funds: $11.1M

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
43
Reduced
48
Closed
9
Calls
$236K
Puts
$11.1M
Net Calls
-$10.9M
Net Calls Change
-$10.6M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.73M
2
CA
CastleArk Alternatives
Illinois
+$4.65M
3
CM
Castleark Management
Illinois
+$4.65M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.13M
5
Wells Fargo
Wells Fargo
California
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$12.6M
2
American Century Companies
American Century Companies
Missouri
-$10.4M
3
NCGI
Next Century Growth Investors
Minnesota
-$5.81M
4
WA
Wasatch Advisors
Utah
-$4.82M
5
GIM
Granahan Investment Management
Massachusetts
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$14K – – –
HWM
127
HighMark Wealth Management
Minnesota
$13K +$1.75K +27 +16%
CFA
128
Carroll Financial Associates
North Carolina
$11K – – –
DAM
129
Delta Asset Management
Tennessee
$11K – – –
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$11K – – –
HNB
131
Huntington National Bank
Ohio
$9K +$909 +14 +12%
BAM
132
Barrett Asset Management
New York
$7K – – –
Federated Hermes
133
Federated Hermes
Pennsylvania
$6K +$6.36K +98 New
PCG
134
Private Capital Group
Connecticut
$4K – – –
TWA
135
TCI Wealth Advisors
Arizona
$4K – – –
PA
136
Parallel Advisors
California
$4K +$4.22K +65 New
MGIM
137
M&G Investment Management
United Kingdom
$3.76K -$1.25M -19,182 -25%
SWM
138
Spire Wealth Management
Virginia
$3K – – –
S
139
SignatureFD
Georgia
$2K +$779 +12 +52%
BA
140
Bellwether Advisors
Nebraska
$2K +$2.14K +33 New
NFG
141
Next Financial Group
Texas
$1K -$1.43K -22 -71%
American Century Companies
142
American Century Companies
Missouri
– -$10.4M -164,907 Closed
Two Sigma Investments
143
Two Sigma Investments
New York
– -$1.74M -27,563 Closed
Two Sigma Advisers
144
Two Sigma Advisers
New York
– -$796K -12,600 Closed
Squarepoint
145
Squarepoint
New York
– -$310K -4,913 Closed
SSA
146
Schonfeld Strategic Advisors
New York
– -$236K -3,733 Closed
ProShare Advisors
147
ProShare Advisors
Maryland
– -$227K -3,590 Closed
Bessemer Group
148
Bessemer Group
New Jersey
– -$6K -90 Closed
CFO
149
CVA Family Office
Colorado
– -$2K -36 Closed
MCM
150
Manchester Capital Management
Vermont
– -$1K -17 Closed
3 4 5
6
7

KIDS Hedge Fund Activity: Q3 2021 in Review

143 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2021, worth a combined $965M — up 2.2% from $945M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KIDS positions and 9 closed out — a net gain of 6 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.73M. The largest seller was Brown Advisory, cutting an estimated $12.6M.

  • 143 institutional investors held OrthoPediatrics (KIDS) as of Q3 2021, up from 138 in Q2 2021.
  • Funds reported $965M of OrthoPediatrics stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 15 funds opened new OrthoPediatrics positions in Q3 2021 and 9 closed out, a net change of +6 holders.
  • The largest OrthoPediatrics buyer in Q3 2021 was Fidelity Investments, an estimated $7.73M added.
  • The largest OrthoPediatrics seller in Q3 2021 was Brown Advisory, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2021.