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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.73M |
| 2 |
CA
CastleArk Alternatives
Chicago,
Illinois
|
+$4.65M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
+$4.65M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.13M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$12.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$10.4M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$5.81M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$4.82M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$2.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
AssetMark Inc
Concord,
California
| – | +$195 | +3 | New |
|
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.