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OrthoPediatrics

138 hedge funds and large institutions have $945M invested in OrthoPediatrics in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

32% more capital invested

Capital invested by funds: $714M → $945M (+$231M)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

10% more funds holding

Funds holding: 126138 (+12)

1.98% more ownership

Funds ownership: 74.52%76.51% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
46
Reduced
40
Closed
10
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$172M +$11.9M +207,211 +8%
Brown Advisory
2
Brown Advisory
Maryland
$80.1M +$6.41M +111,604 +10%
RP
3
Riverbridge Partners
Minnesota
$67.7M +$3M +52,146 +5%
BlackRock
4
BlackRock
New York
$59.4M -$2.81M -48,950 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.2M +$1.37M +23,764 +3%
NCGI
6
Next Century Growth Investors
Minnesota
$38M -$4.3M -74,782 -11%
WA
7
Wasatch Advisors
Utah
$36M -$6.53M -113,639 -17%
DDC
8
DF Dent & Co
Maryland
$29.4M -$4.2M -73,157 -14%
State Street
9
State Street
Massachusetts
$26.5M -$1.12M -19,546 -4%
Invesco
10
Invesco
Georgia
$26M +$168K +2,920 +0.7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$24.2M +$16.7M +291,512 +319%
Wells Fargo
12
Wells Fargo
California
$23.9M -$367K -6,379 -2%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$23.8M +$2.02M +35,123 +10%
SPPAM
14
Summit Partners Public Asset Management
Massachusetts
$22M -$4.08M -70,946 -17%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$19.2M +$1.32M +22,944 +8%
AIC
16
AWM Investment Company
New York
$18.8M
Northern Trust
17
Northern Trust
Illinois
$15.1M -$99.6K -1,734 -0.7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$14.7M +$603K +10,501 +5%
FLAM
19
First Light Asset Management
Minnesota
$14.5M +$139K +2,426 +1%
GIM
20
Granahan Investment Management
Massachusetts
$14M +$5.22M +90,861 +70%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$10.8M +$3.18M +55,409 +48%
American Century Companies
22
American Century Companies
Missouri
$10.4M -$2.29M -39,781 -19%
RA
23
Royce & Associates
New York
$9.36M
FG
24
Formula Growth
Quebec, Canada
$8.53M +$1.32M +23,000 +21%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$6.2M +$3.31M +57,541 +142%

KIDS Hedge Fund Activity: Q2 2021 in Review

138 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2021, worth a combined $945M — up 32% from $714M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KIDS positions and 10 closed out — a net gain of 13 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.7M. The largest seller was Endurant Capital Management, exiting entirely with an estimated $19.3M sold.

  • 138 institutional investors held OrthoPediatrics (KIDS) as of Q2 2021, up from 126 in Q1 2021.
  • Funds reported $945M of OrthoPediatrics stock for Q2 2021, up 32% quarter-over-quarter.
  • 23 funds opened new OrthoPediatrics positions in Q2 2021 and 10 closed out, a net change of +13 holders.
  • The largest OrthoPediatrics buyer in Q2 2021 was Fidelity Investments, an estimated $16.7M added.
  • The largest OrthoPediatrics seller in Q2 2021 was Endurant Capital Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2021.