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OrthoPediatrics

124 hedge funds and large institutions have $443M invested in OrthoPediatrics in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,350% more call options, than puts

Call options by funds: $436K | Put options by funds: $8K

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 122124 (+2)

0.69% less ownership

Funds ownership: 68.16%67.47% (-0.69%)

5% less capital invested

Capital invested by funds: $467M → $443M (-$24.3M)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
50
Reduced
35
Closed
9
Calls
$436K
Puts
$8K
Net Calls
+$428K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$60.8M -$10.7M -351,848 -14%
Brown Advisory
2
Brown Advisory
Maryland
$43.3M -$589K -19,443 -1%
BlackRock
3
BlackRock
New York
$34.9M +$358K +11,813 +0.9%
B
4
Braidwell
Connecticut
$30M
GIM
5
Granahan Investment Management
Massachusetts
$27.4M +$351K +11,589 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$25.9M +$1.44M +47,474 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$23.9M +$3.72M +122,846 +16%
Morgan Stanley
8
Morgan Stanley
New York
$17.2M +$9.26M +305,837 +93%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$14.1M +$1.52M +50,236 +11%
WA
10
Wasatch Advisors
Utah
$12.8M -$1.88M -62,195 -12%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$12.2M -$1.78M -58,750 -12%
AIC
12
AWM Investment Company
New York
$12.2M -$63.6K -2,100 -0.5%
RP
13
Riverbridge Partners
Minnesota
$12M -$455K -15,026 -3%
State Street
14
State Street
Massachusetts
$11.3M +$128K +4,236 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10.6M +$241K +7,972 +2%
IECM
16
Intrinsic Edge Capital Management
Illinois
$8.82M +$606K +20,000 +7%
PCM
17
Portolan Capital Management
Massachusetts
$8.35M +$3.72M +122,770 +66%
SCM
18
Soleus Capital Management
Connecticut
$7.83M -$623K -20,555 -7%
HCA
19
Harbor Capital Advisors
Illinois
$6.69M +$5.45M +179,803 +268%
Northern Trust
20
Northern Trust
Illinois
$5.24M +$290K +9,574 +5%
NCGI
21
Next Century Growth Investors
Minnesota
$5.23M +$1.06M +35,048 +22%
PCMI
22
Paradigm Capital Management Inc
New York
$3.89M +$273K +9,000 +7%
Charles Schwab
23
Charles Schwab
California
$3.59M +$80.6K +2,661 +2%
KCM
24
Kennedy Capital Management
Missouri
$2.95M +$108K +3,561 +3%
MOACM
25
Mutual of America Capital Management
New York
$2.92M +$2.16M +71,146 +195%

KIDS Hedge Fund Activity: Q3 2024 in Review

124 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in OrthoPediatrics (KIDS) for Q3 2024, worth a combined $443M — down 5.2% from $467M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KIDS positions and 9 closed out — a net gain of 2 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.26M. The largest seller was Brown Capital Management, cutting an estimated $10.7M.

  • 124 institutional investors held OrthoPediatrics (KIDS) as of Q3 2024, up from 122 in Q2 2024.
  • Funds reported $443M of OrthoPediatrics stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 11 funds opened new OrthoPediatrics positions in Q3 2024 and 9 closed out, a net change of +2 holders.
  • The largest OrthoPediatrics buyer in Q3 2024 was Morgan Stanley, an estimated $9.26M added.
  • The largest OrthoPediatrics seller in Q3 2024 was Brown Capital Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2024.