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OrthoPediatrics Ownership | Who Owns OrthoPediatrics?

OverviewForecastRevenueFinancialsChartTranscripts

OrthoPediatrics Ownership Summary

OrthoPediatrics is owned by 70.51% 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

TypeName% Inst% Insiders% Retail
StockOrthoPediatrics70.51%32.52%-3.03%
SectorHealthcare Stocks 49.73%8.84%41.43%
IndustryMedical Device Stocks53.39%8.20%38.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Brown capital management2.59M11.37%$74.60M
Brown advisory1.62M7.08%$46.50M
Blackrock1.28M5.59%$36.67M
Braidwell lp1.11M4.85%$31.86M
Granahan investment management998.67K4.38%$28.72M
Vanguard group908.58K3.98%$26.13M
Wellington management group llp760.38K3.33%$21.87M
Wasatch advisors lp535.30K2.35%$15.40M
New york state common retirement fund508.92K2.23%$14.64M
Dimensional fund advisors lp469.05K2.06%$13.49M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Awm investment company452.12K1.76%$13.00M
Brown capital management2.59M1.51%$74.60M
Granahan investment management998.67K1.15%$28.72M
Braidwell lp1.11M1.00%$31.86M
Intrinsic edge capital management305.24K0.80%$8.78M
Soleus capital management309.50K0.79%$8.90M
Sg capital management159.31K0.77%$4.58M
Portolan capital management185.33K0.44%$5.33M
Next century growth investors157.75K0.38%$4.54M
Riverbridge partners458.10K0.18%$13.17M

Top Buyers

HolderShares% AssetsChange
Soleus capital management309.50K0.79%309.50K
Intrinsic edge capital management305.24K0.80%305.24K
Granahan investment management998.67K1.15%272.55K
Portolan capital management185.33K0.44%185.33K
Sg capital management159.31K0.77%159.31K

Top Sellers

HolderShares% AssetsChange
Exoduspoint capital management, lp---232.29K
Prosight management, lp---200.22K
Brown capital management2.59M1.51%-197.94K
Formula growth---85.62K
Morgan stanley328.51K0.00%-59.73K

New Positions

HolderShares% AssetsChangeValue
Soleus capital management309.50K0.79%309.50K$8.90M
Intrinsic edge capital management305.24K0.80%305.24K$8.78M
Portolan capital management185.33K0.44%185.33K$5.33M
Sg capital management159.31K0.77%159.31K$4.58M
Corebridge financial8.81K0.00%8.81K$253.32K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241251.63%16,338,0210.57%701.43%61-36-2.70%
Jun 30, 2024121-0.82%16,245,2402.41%711.47%6115.09%35-10.26%
Mar 31, 2024122-5.43%15,862,921-2.02%691.38%53-27.40%39-
Dec 31, 202312910.26%16,190,723-0.01%711.40%7332.73%395.41%
Sep 30, 2023117-3.31%16,192,0971.76%711.43%55-3.51%37-13.95%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Brown Capital Mgmt Small Co Inv1.05M4.32%-175.14K
Vanguard Total Stock Mkt Idx Inv498.06K2.06%-
Brown Advisory Small-Cap Growth Inv467.01K1.93%-
iShares Russell 2000 ETF410.66K1.70%-924.00
JNL Multi-Manager Small Cap Growth A291.85K1.21%1.67K
Vanguard Institutional Extnd Mkt Idx Tr265.60K1.10%-1.03K
Wasatch Micro Cap260.08K1.07%-
Embark Small Cap Equity Institutional243.45K1.01%-3.41K
Strategic Advisers U.S. Total Stock{mg}215.43K0.89%12.09K
Principal SmallCap Growth I Instl186.76K0.77%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 21, 2024Gerritzen Daniel J General Counsel and SecretarySell$293.00K
Mar 11, 2024Bailey David R President and CEOSell$88.65K
Mar 11, 2024Gerritzen Daniel J General Counsel and SecretarySell$75.62K
Mar 11, 2024Odle Gregory A President of ScoliosisSell$76.37K
Mar 11, 2024Throdahl Mark C-Sell$67.13K

Insider Transactions Trends

DateBuySell
2024 Q3-1
2024 Q2--
2024 Q1-6
2023 Q4--
2023 Q3-1

KIDS Ownership FAQ

Who Owns OrthoPediatrics?

OrthoPediatrics shareholders are primarily institutional investors at 70.51%, followed by 32.52% insiders and -3.03% retail investors. The average institutional ownership in OrthoPediatrics's industry, Medical Device Stocks, is 53.39%, which OrthoPediatrics exceeds.

Who owns the most shares of OrthoPediatrics?

OrthoPediatrics’s largest shareholders are Brown capital management (2.59M shares, 11.37%), Brown advisory (1.62M shares, 7.08%), and Blackrock (1.28M shares, 5.59%). Together, they hold 24.04% of OrthoPediatrics’s total shares outstanding.

Does Blackrock own OrthoPediatrics?

Yes, BlackRock owns 5.59% of OrthoPediatrics, totaling 1.28M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 36.67M$. In the last quarter, BlackRock increased its holdings by 57.53K shares, a 4.72% change.

Who is OrthoPediatrics’s biggest shareholder by percentage of total assets invested?

Awm investment company is OrthoPediatrics’s biggest shareholder by percentage of total assets invested, with 1.76% of its assets in 452.12K OrthoPediatrics shares, valued at 13M$.

Who is the top mutual fund holder of OrthoPediatrics shares?

Brown Capital Mgmt Small Co Inv is the top mutual fund holder of OrthoPediatrics shares, with 4.32% of its total shares outstanding invested in 1.05M OrthoPediatrics shares.

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