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OrthoPediatrics

117 hedge funds and large institutions have $521M invested in OrthoPediatrics in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

1.17% more ownership

Funds ownership: 68.52%69.69% (+1.2%)

3% less funds holding

Funds holding: 121117 (-4)

26% less capital invested

Capital invested by funds: $701M → $521M (-$180M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

87% less call options, than puts

Call options by funds: $150K | Put options by funds: $1.19M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
43
Reduced
37
Closed
15
Calls
$150K
Puts
$1.19M
Net Calls
-$1.04M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$112M -$142K -3,699 -0.1%
Brown Advisory
2
Brown Advisory
Maryland
$51.3M -$51.3K -1,331 -0.1%
BlackRock
3
BlackRock
New York
$35.6M +$546K +14,185 +1%
B
4
Braidwell
Connecticut
$33.8M +$11.4M +296,562 +39%
RP
5
Riverbridge Partners
Minnesota
$33.8M -$1.22M -31,591 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$27.5M +$418K +10,861 +1%
GIM
7
Granahan Investment Management
Massachusetts
$18.9M +$3.56M +92,432 +19%
NCGI
8
Next Century Growth Investors
Minnesota
$18M +$86.8K +2,254 +0.4%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$17.8M +$286K +7,429 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$15.5M +$2.26M +58,623 +14%
Invesco
11
Invesco
Georgia
$13.5M -$968K -25,136 -6%
State Street
12
State Street
Massachusetts
$12.6M -$1.18M -30,714 -7%
WA
13
Wasatch Advisors
Utah
$12.4M -$696K -18,076 -4%
AIC
14
AWM Investment Company
New York
$12.1M -$1.4M -36,454 -9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11.1M +$440K +11,416 +3%
FLAM
16
First Light Asset Management
Minnesota
$9.77M +$241K +6,262 +2%
Northern Trust
17
Northern Trust
Illinois
$7.11M -$57.2K -1,486 -0.7%
DDC
18
DF Dent & Co
Maryland
$7.02M -$1.17M -30,485 -12%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$4.46M +$291K +7,544 +6%
RA
20
Royce & Associates
New York
$4.29M
FG
21
Formula Growth
Quebec, Canada
$4M -$50.6K -1,313 -1%
Charles Schwab
22
Charles Schwab
California
$3.9M +$21.1K +549 +0.5%
SEI Investments
23
SEI Investments
Pennsylvania
$3.43M -$4.04K -105 -0.1%
Millennium Management
24
Millennium Management
New York
$2.81M +$1.47M +38,259 +77%
Bank of America
25
Bank of America
North Carolina
$2.55M +$81.7K +2,122 +3%

KIDS Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2023, worth a combined $521M — down 26% from $701M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KIDS and 11 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 43 added.

The largest buyer was Braidwell, adding an estimated $11.4M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $7.2M sold.

  • 117 institutional investors held OrthoPediatrics (KIDS) as of Q3 2023, down from 121 in Q2 2023.
  • Funds reported $521M of OrthoPediatrics stock for Q3 2023, down 26% quarter-over-quarter.
  • 11 funds opened new OrthoPediatrics positions in Q3 2023 and 15 closed out, a net change of -4 holders.
  • The largest OrthoPediatrics buyer in Q3 2023 was Braidwell, an estimated $11.4M added.
  • The largest OrthoPediatrics seller in Q3 2023 was Point72 Asset Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q3 2023.