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OrthoPediatrics

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.

New
Increased
Maintained
Reduced
Closed

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: 106129 (+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: 22 (0)

100% less call options, than puts

Call options by funds: $4K | Put options by funds: $967K

Holders
129
Holders Change
+23
Holders Change %
+21.7%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
58
Reduced
22
Closed
7
Calls
$4K
Puts
$967K
Net Calls
-$963K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$62M +$1.92M +42,617 +3%
RP
2
Riverbridge Partners
Minnesota
$41.3M +$6.16M +136,923 +17%
Brown Advisory
3
Brown Advisory
Maryland
$39.9M +$11.6M +257,050 +39%
BlackRock
4
BlackRock
New York
$37.2M +$6.73M +149,614 +21%
Vanguard Group
5
Vanguard Group
Pennsylvania
$28.7M +$4.67M +103,837 +19%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$24.8M +$82.9K +1,843 +0.3%
DCM
7
Driehaus Capital Management
Illinois
$24.5M +$2.4M +53,448 +11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$20.9M +$11.8M +261,642 +122%
SPPAM
9
Summit Partners Public Asset Management
Massachusetts
$20.5M -$658K -14,637 -3%
NCGI
10
Next Century Growth Investors
Minnesota
$20.2M +$3.27M +72,702 +19%
Wells Fargo
11
Wells Fargo
California
$18.2M +$4.78M +106,288 +34%
WA
12
Wasatch Advisors
Utah
$17.7M +$4.9M +108,941 +37%
DDC
13
DF Dent & Co
Maryland
$13.8M +$408K +9,078 +3%
State Street
14
State Street
Massachusetts
$13.5M +$5.45M +121,142 +64%
AIC
15
AWM Investment Company
New York
$13.3M +$950K +21,126 +7%
Federated Hermes
16
Federated Hermes
Pennsylvania
$11.6M +$4.5M +99,983 +61%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$11.1M -$3.55M -78,924 -24%
Northern Trust
18
Northern Trust
Illinois
$10M +$1.36M +30,212 +15%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$8.39M +$211K +4,700 +3%
PVI
20
Pura Vida Investments
New York
$7.53M +$1.06M +23,600 +16%
BCM
21
Burrage Capital Management
Massachusetts
$7.42M -$74K -1,645 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.15M +$702K +15,604 +11%
American Century Companies
23
American Century Companies
Missouri
$6.6M +$102K +2,276 +2%
FLAM
24
First Light Asset Management
Minnesota
$5.29M +$24.2K +539 +0.4%
RA
25
Royce & Associates
New York
$5.05M -$1.12M -24,800 -18%

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.