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OrthoPediatrics

118 hedge funds and large institutions have $620M invested in OrthoPediatrics in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $362K | Put options by funds: $123K

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

5.77% less ownership

Funds ownership: 75.51%69.74% (-5.8%)

6% less funds holding

Funds holding: 126118 (-8)

12% less capital invested

Capital invested by funds: $706M → $620M (-$85.6M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
42
Reduced
35
Closed
24
Calls
$362K
Puts
$123K
Net Calls
+$239K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$126M -$8.54M -205,041 -6%
Brown Advisory
2
Brown Advisory
Maryland
$63M +$760K +18,238 +1%
RP
3
Riverbridge Partners
Minnesota
$42.1M -$2.22M -53,264 -5%
B
4
Braidwell
Connecticut
$41.5M +$43.5M +1,044,699 New
BlackRock
5
BlackRock
New York
$41.2M +$3.55M +85,271 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$31.7M +$348K +8,351 +1%
NCGI
7
Next Century Growth Investors
Minnesota
$22.2M +$532K +12,762 +2%
GIM
8
Granahan Investment Management
Massachusetts
$20.2M +$5.34M +128,239 +34%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$18.6M +$1.22M +29,205 +7%
Invesco
10
Invesco
Georgia
$18.1M -$229K -5,499 -1%
AIC
11
AWM Investment Company
New York
$15.7M +$2.09M +50,183 +15%
WA
12
Wasatch Advisors
Utah
$15.3M +$10.1K +243 +0.1%
State Street
13
State Street
Massachusetts
$14.9M +$643K +15,426 +4%
DDC
14
DF Dent & Co
Maryland
$12.8M -$3.33M -79,936 -20%
FLAM
15
First Light Asset Management
Minnesota
$12M -$250K -5,997 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$12M +$1.53M +36,821 +14%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$10.3M -$3.37M -80,814 -24%
Millennium Management
18
Millennium Management
New York
$9.92M +$10.4M +249,658 New
Northern Trust
19
Northern Trust
Illinois
$8.19M +$50.7K +1,218 +0.6%
RA
20
Royce & Associates
New York
$5.55M +$8.33K +200 +0.1%
FG
21
Formula Growth
Quebec, Canada
$5.2M -$217K -5,200 -4%
Charles Schwab
22
Charles Schwab
California
$4.62M +$478K +11,476 +11%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$4.51M +$2.62M +62,986 +125%
CS
24
Candriam SCA
Luxembourg
$3.65M
Ameriprise
25
Ameriprise
Minnesota
$3.22M -$679K -16,308 -17%

KIDS Hedge Fund Activity: Q4 2022 in Review

118 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q4 2022, worth a combined $620M — down 12% from $706M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KIDS and 17 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $10.4M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $11.7M sold.

  • 118 institutional investors held OrthoPediatrics (KIDS) as of Q4 2022, down from 126 in Q3 2022.
  • Funds reported $620M of OrthoPediatrics stock for Q4 2022, down 12% quarter-over-quarter.
  • 17 funds opened new OrthoPediatrics positions in Q4 2022 and 24 closed out, a net change of -7 holders.
  • The largest OrthoPediatrics buyer in Q4 2022 was Millennium Management, an estimated $10.4M added.
  • The largest OrthoPediatrics seller in Q4 2022 was Lord, Abbett & Co, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2022.