OrthoPediatrics

KIDS • NASDAQ

OrthoPediatrics is a medical - devices company in the healthcare sector on NASDAQ, led by David R. Bailey, with a market cap of $441.4M. As of Q3 2025, 66% of shares are held by 111 institutional investors, with BROWN ADVISORY INC as the largest holder at 7.56%.

Chief Executive OfficerDavid R. Bailey

Market Cap$441.4M

Medical - Devices

Healthcare

Employees247.0

Websiteorthopediatrics.com

Country

United States of America

Overview

Overview of institutional ownership in KIDS as of Q3 2025 with a market cap of $464.6M

All Institutions

Institutions: 111
Value Held: $305.8M
Shares Held: 16.5M
Avg Position: $2.8M
Median Position: $265.1K

Hedge Funds

Hedge Funds: 17
Value Held: $66.0M
Shares Held: 3.6M
Avg Position: $3.9M
Median Position: $916.3K

Ownership Breakdown

Institutional (non-HF)

51.6%

$239.7M

Hedge Funds

14.21%

$66.0M

Retail & Other

34.19%

$158.8M

Based on market cap of $464.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in KIDS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BROWN ADVISORY INC RIA/Wealth	David Alan Miller Founder	$35.1M 0.05% of portfolio	7.56% 1.9M shares	Q1 2019 Held for 6y 8m	$74.0B
B BlackRock, Inc. Institution	-	$22.5M 0.00% of portfolio	4.85% 1.2M shares	Q4 2017 Held for 7y 11m	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$20.6M 0.00% of portfolio	4.43% 1.1M shares	Q4 2017 Held for 7y 11m	$1.65T
B BRAIDWELL LP Hedge Fund•Multi-Strategy	Brian James Kreiter CEO	$20.5M 0.83% of portfolio	4.42% 1.1M shares	Q4 2022 Held for 2y 11m	$2.5B
BROWN CAPITAL MANAGEMENT LLC Long Only Manager	Keith Allison Lee CEO	$20.0M 0.83% of portfolio	4.31% 1.1M shares	Q1 2020 Held for 5y 8m	$2.4B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$19.0M 0.00% of portfolio	4.09% 1.0M shares	Q4 2023 Held for 1y 11m	$571.21B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$17.8M 0.00% of portfolio	3.83% 961.3K shares	Q4 2017 Held for 7y 11m	$6.69T
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$17.5M 0.01% of portfolio	3.76% 943.7K shares	Q4 2024 Held for 11 months	$121.98B
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	Jane Moran White CEO	$14.1M 0.58% of portfolio	3.03% 760.0K shares	Q1 2019 Held for 6y 8m	$2.4B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$13.3M 0.00% of portfolio	2.87% 719.8K shares	Q2 2019 Held for 6y 5m	$466.32B

Net Capital Flow

Institutional buying and selling activity for KIDS in Q3 2025

Traded: −$6.4M
Buyers: 53
Sellers: 59
Total Bought: +$25.6M
Total Sold: −$32.0M
Avg Position: $2.3M

Biggest Buyers

Institution	Net Bought	Current Position
B BROWN ADVISORY INC RIA/Wealth	+$5.0M +270.0K shares	$35.1M 1.9M shares
Prosight Management, LP Hedge Fund•Long/Short	+$4.4M +235.1K shares	$5.7M 308.7K shares
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	+$3.3M +178.6K shares	$3.6M 194.1K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.0M +162.6K shares	$17.5M 943.7K shares
Soleus Capital Management, L.P. Hedge Fund•Long/Short	+$1.5M +83.0K shares	$2.4M 128.0K shares
FORMULA GROWTH LTD Hedge Fund•Long/Short	+$1.5M +81.0K shares	$1.5M 81.0K shares
N Nantahala Capital Management, LLC Hedge Fund•Multi-Strategy	+$916.3K +49.4K shares	$916.3K 49.4K shares
J JANE STREET GROUP, LLC Institution	+$637.5K +34.4K shares	$817.5K 44.1K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$536.4K +28.9K shares	$767.4K 41.4K shares
Marshall Wace LLP Institution	+$466.8K +25.2K shares	$8.2M 444.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
BROWN CAPITAL MANAGEMENT LLC Long Only Manager	−$8.8M −475.5K shares	$20.0M 1.1M shares
N NEW YORK STATE COMMON RETIREMENT FUND Institution	−$4.7M −254.5K shares	$3.5M 191.1K shares
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$4.2M −229.3K shares	$1.9M 104.7K shares
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	−$3.8M −206.9K shares	$14.1M 760.0K shares
MORGAN STANLEY RIA/Wealth	−$2.1M −113.4K shares	$20.6M 1.1M shares
UBS OCONNOR LLC Long Only Manager	−$1.4M −65.9K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$613.9K −33.1K shares	$208.0K 11.2K shares
RIVERBRIDGE PARTNERS LLC Long Only Manager	−$503.6K −27.2K shares	$5.4M 293.9K shares
B BlackRock, Inc. Institution	−$482.4K −26.0K shares	$22.5M 1.2M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$473.8K −22.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited KIDS in Q3 2025

New Positions: 6
New Value: $1.3M
Exited Positions: 20
Exited Value: $4.2M

New Positions

Institution	Position Value
N Nantahala Capital Management, LLC Hedge Fund•Multi-Strategy	$916.3K 49.4K shares
I INCEPTIONR LLC Hedge Fund•Quant	$265.1K 14.3K shares
Caption Management, LLC Hedge Fund•Long/Short	$53.6K 2.9K shares
S State of Alaska, Department of Revenue Institution	$24.0K 1.3K shares
O Optiver Holding B.V. Institution	$4.7K 254.0 shares
S SBI Securities Co., Ltd. Institution	$19.0 1.0 shares

Exited Positions

Institution	Previous Position
UBS OCONNOR LLC Long Only Manager	$1.4M 65.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$473.8K 22.1K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$439.2K 20.4K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$341.6K 15.9K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$300.3K 14.0K shares
E EntryPoint Capital, LLC Hedge Fund•Long/Short	$274.4K 12.8K shares
R Squared Ltd Private Equity	$272.4K 12.7K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$219.8K 10.2K shares
C Cubist Systematic Strategies, LLC Institution	$207.0K 9.6K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$165.4K 7.7K shares

Options Activity

Institutions with the largest Call and Put options positions in KIDS as of Q3 2025

Call Positions: 2
Call Value: $270.5K
Put Positions: 1
Put Value: $211.2K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$196.4K 106.0 contracts
Walleye Trading LLC RIA/Wealth	$74.1K 40.0 contracts

Put Positions

Institution	Position Value
Walleye Trading LLC RIA/Wealth	$211.2K 114.0 contracts

Most Committed Institutions

Institutions with KIDS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Prosight Management, LP Hedge Fund•Long/Short	William Lawrence Hawkins Managing Partner	1.52% $5.7M	1.23% 308.7K shares	Q2 2025 Held for 5 months	$376.7M
A AWM Investment Company, Inc. Hedge Fund•Event Driven	David Michael Greenhouse President	0.96% $10.2M	2.19% 549.9K shares	Q4 2017 Held for 7y 11m	$1.1B
B BRAIDWELL LP Hedge Fund•Multi-Strategy	Brian James Kreiter CEO	0.83% $20.5M	4.42% 1.1M shares	Q4 2022 Held for 2y 11m	$2.5B
BROWN CAPITAL MANAGEMENT LLC Long Only Manager	Keith Allison Lee CEO	0.83% $20.0M	4.31% 1.1M shares	Q1 2020 Held for 5y 8m	$2.4B
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	Jane Moran White CEO	0.58% $14.1M	3.03% 760.0K shares	Q1 2019 Held for 6y 8m	$2.4B
FORMULA GROWTH LTD Hedge Fund•Long/Short	Randall William Kelly President	0.52% $1.5M	0.32% 81.0K shares	Q3 2025 Held for 2 months	$288.3M
B Birchview Capital, LP Hedge Fund•Value	Matthew William Strobeck CIO	0.23% $296.5K	0.06% 16.0K shares	Q1 2025 Held for 8 months	$130.3M
T Triodos Investment Management BV Institution	-	0.18% $2.5M	0.53% 132.5K shares	Q2 2022 Held for 3y 5m	$1.4B
HARBOR CAPITAL ADVISORS, INC. ETF Provider	David Gordon Van Hooser Chairman	0.15% $1.9M	0.42% 104.7K shares	Q1 2024 Held for 1y 8m	$1.3B
PARADIGM CAPITAL MANAGEMENT INC/NY Long Only Manager	Candace King Weir CEO	0.15% $3.4M	0.72% 181.0K shares	Q2 2018 Held for 7y 5m	$2.3B

Hedge Fund Spotlight

Discover hedge funds investing in KIDS

Caption Management, LLC

Hedge Fund • Long/Short

Portfolio ManagerWilliam Lamblè Cooper

Portfolio Value: $1.7B
Positions: 576
Last Reported: Q3 2025

Sector Allocation

Position in OrthoPediatrics

Market Value: $53.6K
Shares Held: 2.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

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