OrthoPediatrics Ownership | Who Owns OrthoPediatrics?
OrthoPediatrics Ownership Summary
OrthoPediatrics is owned by 71.19% institutional investors, 32.52% insiders. Brown capital management is the largest institutional shareholder, holding 11.37% of KIDS shares. Brown Capital Mgmt Small Co Inv is the top mutual fund, with 4.32% of its assets in OrthoPediatrics shares.
KIDS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OrthoPediatrics | 71.19% | 32.52% | -3.71% |
| Sector | Healthcare Stocks | 47.38% | 7.99% | 44.63% |
| Industry | Medical Device Stocks | 50.93% | 7.99% | 41.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Brown capital management | 2.59M | 11.37% | $74.60M |
| Brown advisory | 1.62M | 7.08% | $46.50M |
| Blackrock | 1.28M | 5.59% | $36.67M |
| Braidwell lp | 1.11M | 4.85% | $31.86M |
| Granahan investment management | 998.67K | 4.38% | $28.72M |
| Vanguard group | 908.58K | 3.98% | $26.13M |
| Wellington management group llp | 760.38K | 3.33% | $21.87M |
| Wasatch advisors lp | 535.30K | 2.35% | $15.40M |
| New york state common retirement fund | 508.92K | 2.23% | $14.64M |
| Dimensional fund advisors lp | 469.05K | 2.06% | $13.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awm investment company | 452.12K | 1.76% | $13.00M |
| Brown capital management | 2.59M | 1.51% | $74.60M |
| Granahan investment management | 998.67K | 1.15% | $28.72M |
| Braidwell lp | 1.11M | 1.00% | $31.86M |
| Intrinsic edge capital management | 305.24K | 0.80% | $8.78M |
| Soleus capital management | 309.50K | 0.79% | $8.90M |
| Sg capital management | 159.31K | 0.77% | $4.58M |
| Portolan capital management | 185.33K | 0.44% | $5.33M |
| Next century growth investors | 157.75K | 0.38% | $4.54M |
| Riverbridge partners | 458.10K | 0.18% | $13.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Soleus capital management | 309.50K | 0.79% | 309.50K |
| Intrinsic edge capital management | 305.24K | 0.80% | 305.24K |
| Granahan investment management | 998.67K | 1.15% | 272.55K |
| Portolan capital management | 185.33K | 0.44% | 185.33K |
| Sg capital management | 159.31K | 0.77% | 159.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Exoduspoint capital management, lp | - | - | -232.29K |
| Prosight management, lp | - | - | -200.22K |
| Brown capital management | 2.59M | 1.51% | -197.94K |
| Formula growth | - | - | -85.62K |
| Morgan stanley | 328.51K | 0.00% | -59.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Soleus capital management | 309.50K | 0.79% | 309.50K | $8.90M |
| Intrinsic edge capital management | 305.24K | 0.80% | 305.24K | $8.78M |
| Portolan capital management | 185.33K | 0.44% | 185.33K | $5.33M |
| Sg capital management | 159.31K | 0.77% | 159.31K | $4.58M |
| Corebridge financial | 8.81K | 0.00% | 8.81K | $253.32K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -4.00 |
| Mather group, llc. | -41.00 |
| Eversource wealth advisors | -44.00 |
| Valley national advisers | -60.00 |
| Quarry lp | -63.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 121 | -0.82% | 16,245,240 | 2.41% | 71 | 1.47% | 61 | 15.09% | 35 | -10.26% |
| Mar 31, 2024 | 122 | -5.43% | 15,862,921 | -2.02% | 69 | 1.38% | 53 | -27.40% | 39 | - |
| Dec 31, 2023 | 129 | 10.26% | 16,190,723 | -0.01% | 71 | 1.40% | 73 | 32.73% | 39 | 5.41% |
| Sep 30, 2023 | 117 | -3.31% | 16,192,097 | 1.76% | 71 | 1.43% | 55 | -3.51% | 37 | -13.95% |
| Jun 30, 2023 | 121 | -0.82% | 15,912,064 | -1.42% | 70 | 1.37% | 57 | -8.06% | 43 | 38.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Brown Capital Mgmt Small Co Inv | 1.05M | 4.32% | -175.14K |
| Vanguard Total Stock Mkt Idx Inv | 498.06K | 2.06% | - |
| Brown Advisory Small-Cap Growth Inv | 467.01K | 1.93% | - |
| iShares Russell 2000 ETF | 410.66K | 1.70% | -924.00 |
| JNL Multi-Manager Small Cap Growth A | 291.85K | 1.21% | 1.67K |
| Vanguard Institutional Extnd Mkt Idx Tr | 266.63K | 1.10% | 4.49K |
| Wasatch Micro Cap | 260.08K | 1.07% | - |
| Embark Small Cap Equity Institutional | 243.45K | 1.01% | -3.41K |
| Strategic Advisers U.S. Total Stock{mg} | 215.43K | 0.89% | 12.09K |
| Principal SmallCap Growth I Instl | 186.76K | 0.77% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 21, 2024 | Gerritzen Daniel J | General Counsel and Secretary | Sell | $293.00K |
| Mar 11, 2024 | Bailey David R | President and CEO | Sell | $88.65K |
| Mar 11, 2024 | Gerritzen Daniel J | General Counsel and Secretary | Sell | $75.62K |
| Mar 11, 2024 | Odle Gregory A | President of Scoliosis | Sell | $76.37K |
| Mar 11, 2024 | Throdahl Mark C | - | Sell | $67.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 6 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | 1 |
KIDS Ownership FAQ
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