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OrthoPediatrics

101 hedge funds and large institutions have $281M invested in OrthoPediatrics in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 20

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

6% more funds holding

Funds holding: 95101 (+6)

0.41% less ownership

Funds ownership: 48.7%48.28% (-0.41%)

11% less capital invested

Capital invested by funds: $316M → $281M (-$35.3M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
44
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.8M +$3.4M +84,205 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.8M +$839K +20,799 +5%
DCM
3
Driehaus Capital Management
Illinois
$17.8M -$943K -23,393 -5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$16.1M +$16.7M +413,442 New
RI
5
RTW Investments
New York
$14.7M -$2.08M -51,495 -12%
RP
6
Riverbridge Partners
Minnesota
$14.2M -$447K -11,097 -3%
WA
7
Wasatch Advisors
Utah
$13.6M +$3.09M +76,534 +28%
AIC
8
AWM Investment Company
New York
$13.4M -$1.21M -30,000 -8%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$11M +$4.61M +114,286 +68%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$10.6M -$2.82M -69,841 -21%
DDC
11
DF Dent & Co
Maryland
$10.3M -$268K -6,651 -2%
PCA
12
Prospect Capital Advisors
California
$8.97M +$968K +24,000 +12%
NCGI
13
Next Century Growth Investors
Minnesota
$7.91M +$141K +3,509 +2%
Wells Fargo
14
Wells Fargo
California
$7.78M +$541K +13,427 +7%
State Street
15
State Street
Massachusetts
$6.42M +$1.56M +38,804 +31%
NHAS
16
Novo Holdings A/S
Denmark
$6.27M -$19.9M -493,807 -75%
Northern Trust
17
Northern Trust
Illinois
$5.85M +$89.7K +2,225 +2%
PVI
18
Pura Vida Investments
New York
$5.63M +$984K +24,408 +20%
Allianz Asset Management
19
Allianz Asset Management
Germany
$5.35M +$155K +3,833 +3%
RA
20
Royce & Associates
New York
$5.02M -$1.78M -44,100 -26%
FLAM
21
First Light Asset Management
Minnesota
$4.81M +$24.6K +611 +0.5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.4M +$645K +15,987 +17%
RC
23
Roubaix Capital
Colorado
$3.5M +$3.61M +89,656 New
Millennium Management
24
Millennium Management
New York
$2.96M +$3.06M +76,001 New
USAA
25
United Services Automobile Association
Texas
$2.86M +$1.36M +33,770 +86%

KIDS Hedge Fund Activity: Q2 2019 in Review

101 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2019, worth a combined $281M — down 11% from $316M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KIDS positions and 10 closed out — a net gain of 8 holders — while 44 added to existing stakes and 20 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $16.7M. The largest seller was Novo Holdings A/S, cutting an estimated $19.9M.

  • 101 institutional investors held OrthoPediatrics (KIDS) as of Q2 2019, up from 95 in Q1 2019.
  • Funds reported $281M of OrthoPediatrics stock for Q2 2019, down 11% quarter-over-quarter.
  • 18 funds opened new OrthoPediatrics positions in Q2 2019 and 10 closed out, a net change of +8 holders.
  • The largest OrthoPediatrics buyer in Q2 2019 was Massachusetts Financial Services, an estimated $16.7M added.
  • The largest OrthoPediatrics seller in Q2 2019 was Novo Holdings A/S, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2019.