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OrthoPediatrics

143 hedge funds and large institutions have $965M invested in OrthoPediatrics in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

4% more funds holding

Funds holding: 138143 (+5)

2% more capital invested

Capital invested by funds: $945M → $965M (+$20.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 76.51%75.18% (-1.3%)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

98% less call options, than puts

Call options by funds: $236K | Put options by funds: $11.1M

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
43
Reduced
48
Closed
9
Calls
$236K
Puts
$11.1M
Net Calls
-$10.9M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$179M +$361K +5,556 +0.2%
Brown Advisory
2
Brown Advisory
Maryland
$70.3M -$12.6M -194,635 -15%
RP
3
Riverbridge Partners
Minnesota
$70.2M -$28.8K -444 -0%
BlackRock
4
BlackRock
New York
$61.7M +$25.2K +388 +0%
Vanguard Group
5
Vanguard Group
Pennsylvania
$47.8M -$65.7K -1,012 -0.1%
NCGI
6
Next Century Growth Investors
Minnesota
$33.6M -$5.81M -89,463 -15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$32.9M +$7.73M +119,043 +31%
WA
8
Wasatch Advisors
Utah
$32.4M -$4.82M -74,287 -13%
DDC
9
DF Dent & Co
Maryland
$28.8M -$1.65M -25,452 -5%
Wells Fargo
10
Wells Fargo
California
$28.8M +$3.97M +61,105 +16%
Invesco
11
Invesco
Georgia
$27.9M +$907K +13,965 +3%
SPPAM
12
Summit Partners Public Asset Management
Massachusetts
$25.6M +$2.84M +43,679 +13%
State Street
13
State Street
Massachusetts
$25M -$2.45M -37,767 -9%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$24.5M -$107K -1,655 -0.4%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$19.6M -$249K -3,837 -1%
AIC
16
AWM Investment Company
New York
$19.5M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16.5M +$1.24M +19,151 +8%
Northern Trust
18
Northern Trust
Illinois
$15.4M -$176K -2,714 -1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$15.3M +$4.13M +63,670 +37%
FLAM
20
First Light Asset Management
Minnesota
$15.2M +$170K +2,616 +1%
GIM
21
Granahan Investment Management
Massachusetts
$11.7M -$2.75M -42,285 -19%
RA
22
Royce & Associates
New York
$9.7M
FG
23
Formula Growth
Quebec, Canada
$8.84M
Morgan Stanley
24
Morgan Stanley
New York
$7.61M +$2.25M +34,585 +42%
LCG
25
Lisanti Capital Growth
New York
$6.78M +$728K +11,205 +12%

KIDS Hedge Fund Activity: Q3 2021 in Review

143 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2021, worth a combined $965M — up 2.2% from $945M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KIDS positions and 9 closed out — a net gain of 6 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.73M. The largest seller was Brown Advisory, cutting an estimated $12.6M.

  • 143 institutional investors held OrthoPediatrics (KIDS) as of Q3 2021, up from 138 in Q2 2021.
  • Funds reported $965M of OrthoPediatrics stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 15 funds opened new OrthoPediatrics positions in Q3 2021 and 9 closed out, a net change of +6 holders.
  • The largest OrthoPediatrics buyer in Q3 2021 was Fidelity Investments, an estimated $7.73M added.
  • The largest OrthoPediatrics seller in Q3 2021 was Brown Advisory, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2021.