OrthoPediatrics
KIDS
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.
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: 121 → 117 (-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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Braidwell
Stamford,
Connecticut
|
+$11.4M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$3.56M |
| 3 |
ECM
Endurant Capital Management
San Mateo,
California
|
+$2.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.26M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$7.2M |
| 2 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$2.27M |
| 3 |
AIC
AWM Investment Company
New York
|
-$1.4M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$1.22M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASRS
126
Arizona State Retirement System
Phoenix,
Arizona
| – | -$212K | -4,844 | Closed |
|
|
HCA
127
Harbor Capital Advisors
Chicago,
Illinois
| – | -$20.9K | -477 | Closed |
|
|
CSS
128
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$8.46K | -193 | Closed |
|
129
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.98K | -68 | Closed |
|
130
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$614 | -14 | Closed |
|
131
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$231 | +6 | New |
|
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.