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OrthoPediatrics
KIDS

129 hedge funds and large institutions have $543M invested in OrthoPediatrics in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

14% more call options, than puts

Call options by funds: $270K | Put options by funds: $237K

10% more funds holding

Funds holding: 117 → 129 (+12)

1.9% more ownership

Funds ownership: 69.69% → 71.58% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

4% more capital invested

Capital invested by funds: $521M → $543M (+$22.4M)

Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
41
Reduced
39
Closed
20
Calls
$270K
Puts
$237K
Net Calls
+$33K
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$24.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.11M
3
GIM
Granahan Investment Management
Massachusetts
+$5.15M
4
PM
Prosight Management
Texas
+$2.75M
5
BlackRock
BlackRock
New York
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$16M
2
BCM
Brown Capital Management
Maryland
-$5.39M
3
DDC
DF Dent & Co
Maryland
-$4.79M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.46M
5
SEI Investments
SEI Investments
Pennsylvania
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brown Capital Management
Maryland
$108M -$5.39M -185,722 -5%
Brown Advisory
2
Brown Advisory
Maryland
$53M +$735K +25,337 +2%
BlackRock
3
BlackRock
New York
$39M +$2.58M +88,937 +8%
B
4
Braidwell
Connecticut
$36M +$1.45M +50,000 +5%
Morgan Stanley
5
Morgan Stanley
New York
$29.4M +$24.7M +850,555 +1,540%
Vanguard Group
6
Vanguard Group
Pennsylvania
$28.4M +$346K +11,923 +1%
GIM
7
Granahan Investment Management
Massachusetts
$25M +$5.15M +177,640 +30%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$18.1M -$25.2K -870 -0.2%
RP
9
Riverbridge Partners
Minnesota
$16.4M -$16M -551,835 -52%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$15.9M +$129K +4,457 +0.9%
NCGI
11
Next Century Growth Investors
Minnesota
$15.2M -$2.76M -95,102 -17%
AIC
12
AWM Investment Company
New York
$13.8M +$1.4M +48,343 +13%
State Street
13
State Street
Massachusetts
$13.7M +$805K +27,768 +7%
WA
14
Wasatch Advisors
Utah
$13.4M +$756K +26,073 +7%
Invesco
15
Invesco
Georgia
$13.3M -$389K -13,424 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$11.9M +$503K +17,346 +5%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$10.2M +$9.11M +314,175 New
FLAM
18
First Light Asset Management
Minnesota
$9.67M -$224K -7,729 -3%
Northern Trust
19
Northern Trust
Illinois
$6.02M -$1.07M -36,983 -17%
RA
20
Royce & Associates
New York
$4.6M +$217K +7,475 +6%
Charles Schwab
21
Charles Schwab
California
$4M +$41.2K +1,422 +1%
FG
22
Formula Growth
Quebec, Canada
$3.28M -$699K -24,100 -19%
Goldman Sachs
23
Goldman Sachs
New York
$3.18M +$1.23M +42,542 +77%
PCMI
24
Paradigm Capital Management Inc
New York
$3.17M +$1.11M +38,200 +64%
PM
25
Prosight Management
Texas
$3.09M +$2.75M +95,000 New
1
2 3 4 5

KIDS Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q4 2023, worth a combined $543M — up 4.3% from $521M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new KIDS positions and 20 closed out — a net gain of 13 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.7M. The largest seller was Riverbridge Partners, cutting an estimated $16M.

  • 129 institutional investors held OrthoPediatrics (KIDS) as of Q4 2023, up from 117 in Q3 2023.
  • Funds reported $543M of OrthoPediatrics stock for Q4 2023, up 4.3% quarter-over-quarter.
  • 33 funds opened new OrthoPediatrics positions in Q4 2023 and 20 closed out, a net change of +13 holders.
  • The largest OrthoPediatrics buyer in Q4 2023 was Morgan Stanley, an estimated $24.7M added.
  • The largest OrthoPediatrics seller in Q4 2023 was Riverbridge Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2023.