OrthoPediatrics
KIDS
126 hedge funds and large institutions have $714M invested in OrthoPediatrics in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 20 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 39
14% more capital invested
Capital invested by funds: $624M → $714M (+$89.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.84% less ownership
Funds ownership: 77.37% → 74.52% (-2.8%)
5% less funds holding
Funds holding: 133 → 126 (-7)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $717K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$42.2M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$13M |
| 3 |
ECM
Endurant Capital Management
San Mateo,
California
|
+$9.75M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$7.17M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$27.2M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$14.5M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$12.5M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$10.9M |
| 5 |
RA
Royce & Associates
New York
|
-$9.29M |
KIDS Hedge Fund Activity: Q1 2021 in Review
126 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q1 2021, worth a combined $714M — up 14% from $624M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of KIDS and 13 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 49 added.
The largest buyer was Brown Capital Management, adding an estimated $42.2M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $27.2M sold.
- 126 institutional investors held OrthoPediatrics (KIDS) as of Q1 2021, down from 133 in Q4 2020.
- Funds reported $714M of OrthoPediatrics stock for Q1 2021, up 14% quarter-over-quarter.
- 13 funds opened new OrthoPediatrics positions in Q1 2021 and 20 closed out, a net change of -7 holders.
- The largest OrthoPediatrics buyer in Q1 2021 was Brown Capital Management, an estimated $42.2M added.
- The largest OrthoPediatrics seller in Q1 2021 was Massachusetts Financial Services, an estimated $27.2M sold.
Based on aggregated 13F filings for Q1 2021.