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OrthoPediatrics

121 hedge funds and large institutions have $464M invested in OrthoPediatrics in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

4.07% less ownership

Funds ownership: 71.58%67.51% (-4.1%)

6% less funds holding

Funds holding: 129121 (-8)

15% less capital invested

Capital invested by funds: $543M → $464M (-$79.7M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

35% less call options, than puts

Call options by funds: $702K | Put options by funds: $1.08M

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
37
Reduced
41
Closed
23
Calls
$702K
Puts
$1.08M
Net Calls
-$382K
Net Calls Change
-$415K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$81.4M -$14.7M -526,514 -16%
Brown Advisory
2
Brown Advisory
Maryland
$48.1M +$550K +19,659 +1%
BlackRock
3
BlackRock
New York
$35.5M +$487K +17,427 +1%
B
4
Braidwell
Connecticut
$32.3M
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.8M +$310K +11,100 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$21.3M +$11.7M +417,400 +133%
GIM
7
Granahan Investment Management
Massachusetts
$21.2M -$1.21M -43,126 -6%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$16.4M +$148K +5,304 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$14.8M +$476K +17,017 +3%
WA
10
Wasatch Advisors
Utah
$14.6M +$2.45M +87,657 +21%
RP
11
Riverbridge Partners
Minnesota
$14.4M -$365K -13,063 -3%
AIC
12
AWM Investment Company
New York
$14.2M +$1.73M +62,000 +15%
State Street
13
State Street
Massachusetts
$12.7M +$384K +13,719 +3%
PM
14
Prosight Management
Texas
$12.2M +$9.04M +323,261 +340%
Morgan Stanley
15
Morgan Stanley
New York
$11.3M -$14.5M -517,556 -57%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$10.7M +$81K +2,896 +0.8%
ECM
17
ExodusPoint Capital Management
New York
$6.77M +$6.5M +232,293 New
Northern Trust
18
Northern Trust
Illinois
$5.22M -$167K -5,977 -3%
Deutsche Bank
19
Deutsche Bank
Germany
$5.11M +$4.71M +168,310 +2,416%
NCGI
20
Next Century Growth Investors
Minnesota
$4.6M -$8.69M -310,632 -66%
Charles Schwab
21
Charles Schwab
California
$3.63M +$35.7K +1,275 +1%
PCMI
22
Paradigm Capital Management Inc
New York
$3.63M +$749K +26,800 +27%
Citadel Advisors
23
Citadel Advisors
Florida
$3.21M +$1.37M +48,997 +80%
FG
24
Formula Growth
Quebec, Canada
$2.93M -$8.39K -300 -0.3%
KCM
25
Kennedy Capital Management
Missouri
$2.89M +$2.77M +99,237 New

KIDS Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q1 2024, worth a combined $464M — down 15% from $543M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KIDS and 15 opened new positions — a net loss of 8 holders — while 41 trimmed existing stakes and 37 added.

The largest buyer was Wellington Management Group, adding an estimated $11.7M. The largest seller was Brown Capital Management, cutting an estimated $14.7M.

  • 121 institutional investors held OrthoPediatrics (KIDS) as of Q1 2024, down from 129 in Q4 2023.
  • Funds reported $464M of OrthoPediatrics stock for Q1 2024, down 15% quarter-over-quarter.
  • 15 funds opened new OrthoPediatrics positions in Q1 2024 and 23 closed out, a net change of -8 holders.
  • The largest OrthoPediatrics buyer in Q1 2024 was Wellington Management Group, an estimated $11.7M added.
  • The largest OrthoPediatrics seller in Q1 2024 was Brown Capital Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2024.