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OrthoPediatrics

123 hedge funds and large institutions have $640M invested in OrthoPediatrics in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

43% more call options, than puts

Call options by funds: $941K | Put options by funds: $656K

12% more capital invested

Capital invested by funds: $572M → $640M (+$67.6M)

4.08% more ownership

Funds ownership: 67.31%71.39% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 129123 (-6)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
53
Reduced
32
Closed
20
Calls
$941K
Puts
$656K
Net Calls
+$285K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$71.2M +$6.14M +132,400 +9%
Brown Advisory
2
Brown Advisory
Maryland
$51M +$9.26M +199,641 +22%
RP
3
Riverbridge Partners
Minnesota
$45.4M +$2.05M +44,105 +5%
BlackRock
4
BlackRock
New York
$40.8M +$1.86M +40,156 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.5M -$723K -15,591 -2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$25.4M -$631K -13,602 -2%
SPPAM
7
Summit Partners Public Asset Management
Massachusetts
$24.9M +$3.43M +73,831 +16%
DCM
8
Driehaus Capital Management
Illinois
$24M -$1.75M -37,640 -7%
NCGI
9
Next Century Growth Investors
Minnesota
$22.8M +$1.6M +34,563 +7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$21.6M -$249K -5,371 -1%
Wells Fargo
11
Wells Fargo
California
$20.2M +$1.15M +24,796 +6%
WA
12
Wasatch Advisors
Utah
$16.7M -$1.89M -40,639 -10%
DDC
13
DF Dent & Co
Maryland
$16.7M +$2.25M +48,422 +15%
State Street
14
State Street
Massachusetts
$16.7M +$2.53M +54,617 +18%
AIC
15
AWM Investment Company
New York
$13.9M
Federated Hermes
16
Federated Hermes
Pennsylvania
$12.2M
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$11M -$693K -14,936 -6%
Northern Trust
18
Northern Trust
Illinois
$10.9M +$325K +7,010 +3%
RA
19
Royce & Associates
New York
$10.8M +$5.53M +119,300 +103%
FLAM
20
First Light Asset Management
Minnesota
$10.3M +$4.79M +103,269 +86%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$8.9M +$1.41M +30,418 +19%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$8.8M
PVI
23
Pura Vida Investments
New York
$8.19M +$293K +6,305 +4%
BCM
24
Burrage Capital Management
Massachusetts
$7.88M +$99.2K +2,139 +1%
American Century Companies
25
American Century Companies
Missouri
$7M +$74.9K +1,615 +1%

KIDS Hedge Fund Activity: Q3 2020 in Review

123 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2020, worth a combined $640M — up 12% from $572M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KIDS and 14 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 53 added.

The largest buyer was Brown Advisory, adding an estimated $9.26M. The largest seller was Monashee Investment Management, exiting entirely with an estimated $1.97M sold.

  • 123 institutional investors held OrthoPediatrics (KIDS) as of Q3 2020, down from 129 in Q2 2020.
  • Funds reported $640M of OrthoPediatrics stock for Q3 2020, up 12% quarter-over-quarter.
  • 14 funds opened new OrthoPediatrics positions in Q3 2020 and 20 closed out, a net change of -6 holders.
  • The largest OrthoPediatrics buyer in Q3 2020 was Brown Advisory, an estimated $9.26M added.
  • The largest OrthoPediatrics seller in Q3 2020 was Monashee Investment Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2020.