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OrthoPediatrics

121 hedge funds and large institutions have $701M invested in OrthoPediatrics in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

1% less funds holding

Funds holding: 122121 (-1)

2% less capital invested

Capital invested by funds: $715M → $701M (-$13.5M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2.01% less ownership

Funds ownership: 70.53%68.52% (-2%)

32% less call options, than puts

Call options by funds: $39K | Put options by funds: $57K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% 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
10
Increased
48
Reduced
44
Closed
11
Calls
$39K
Puts
$57K
Net Calls
-$18K
Net Calls Change
-$257K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$154M +$9.8M +212,431 +6%
Brown Advisory
2
Brown Advisory
Maryland
$70.4M -$357K -7,749 -0.5%
BlackRock
3
BlackRock
New York
$48.1M +$3.14M +68,115 +7%
RP
4
Riverbridge Partners
Minnesota
$47.7M +$2.14M +46,476 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$37.3M +$612K +13,263 +2%
B
6
Braidwell
Connecticut
$33.4M -$11M -237,663 -24%
NCGI
7
Next Century Growth Investors
Minnesota
$24.6M -$1.98M -42,927 -7%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$24.1M +$1.34M +29,156 +6%
GIM
9
Granahan Investment Management
Massachusetts
$21.9M -$898K -19,480 -4%
Invesco
10
Invesco
Georgia
$19.6M -$495K -10,731 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$18.7M +$456K +9,896 +2%
State Street
12
State Street
Massachusetts
$18.6M +$158K +3,419 +0.8%
AIC
13
AWM Investment Company
New York
$18.1M +$833K +18,072 +5%
WA
14
Wasatch Advisors
Utah
$17.8M +$661K +14,345 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$14.7M +$1.08M +23,350 +7%
FLAM
16
First Light Asset Management
Minnesota
$13.1M -$120K -2,603 -0.9%
DDC
17
DF Dent & Co
Maryland
$11M -$4.15M -89,914 -26%
Northern Trust
18
Northern Trust
Illinois
$9.8M +$809K +17,546 +9%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$7.2M -$426K -9,241 -5%
RA
20
Royce & Associates
New York
$5.88M -$157K -3,400 -2%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$5.78M +$3.22M +69,793 +113%
FG
22
Formula Growth
Quebec, Canada
$5.54M -$183K -3,975 -3%
Charles Schwab
23
Charles Schwab
California
$5.31M +$166K +3,600 +3%
SEI Investments
24
SEI Investments
Pennsylvania
$4.7M +$3.18M +69,006 +181%
Bank of America
25
Bank of America
North Carolina
$3.4M -$452K -9,800 -11%

KIDS Hedge Fund Activity: Q2 2023 in Review

121 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q2 2023, worth a combined $701M — down 1.9% from $715M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KIDS and 10 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 48 added.

The largest buyer was Brown Capital Management, adding an estimated $9.8M. The largest seller was Millennium Management, cutting an estimated $12.5M.

  • 121 institutional investors held OrthoPediatrics (KIDS) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $701M of OrthoPediatrics stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 10 funds opened new OrthoPediatrics positions in Q2 2023 and 11 closed out, a net change of -1 holder.
  • The largest OrthoPediatrics buyer in Q2 2023 was Brown Capital Management, an estimated $9.8M added.
  • The largest OrthoPediatrics seller in Q2 2023 was Millennium Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.