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QuidelOrtho

313 hedge funds and large institutions have $5.09B invested in QuidelOrtho in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $152M | Put options by funds: $129M

5% more capital invested

Capital invested by funds: $4.86B → $5.09B (+$229M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.68% less ownership

Funds ownership: 89.34%86.66% (-2.7%)

5% less funds holding

Funds holding: 330313 (-17)

23% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 53

36% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 135

Holders
313
Holders Change
-17
Holders Change %
-5.15%
% of All Funds
5.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
87
Reduced
135
Closed
53
Calls
$152M
Puts
$129M
Net Calls
+$22.7M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$11K
LPWM
277
Lake Point Wealth Management
Texas
$9K +$8.6K +64 New
EBA
278
Eagle Bay Advisors
New York
$9K +$8.74K +65 New
FPS
279
Fieldpoint Private Securities
Connecticut
$8K -$2.69K -20 -27%
HWA
280
HHM Wealth Advisors
Tennessee
$8K
NFG
281
Next Financial Group
Texas
$8K
BCA
282
Berman Capital Advisors
Georgia
$8K +$6.86K +51 +510%
CWC
283
Carolinas Wealth Consulting
North Carolina
$7K
Kayne Anderson Rudnick Investment Management
284
Kayne Anderson Rudnick Investment Management
California
$7K
AssetMark Inc
285
AssetMark Inc
California
$6K -$761K -5,661 -99%
PCG
286
Private Capital Group
Connecticut
$6K -$134 -1 -2%
GAM
287
Gemmer Asset Management
California
$6K
PFBT
288
Parkside Financial Bank & Trust
Missouri
$6K +$2.42K +18 +82%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$6K +$6.18K +46 New
AWA
290
Arkadios Wealth Advisors
Georgia
$4K
SSB
291
Sandy Spring Bank
Maryland
$4K
Bessemer Group
292
Bessemer Group
New Jersey
$3K
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$807 +6 +46%
TWA
294
TCI Wealth Advisors
Arizona
$3K +$2.96K +22 New
BFC
295
Bedel Financial Consulting
Indiana
$2K
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$2K
BIA
297
Bell Investment Advisors
California
$2K +$1.48K +11 New
SSC
298
Syverson Strege & Co
Iowa
$2K +$1.88K +14 New
LF
299
Lee Financial
Texas
$2K +$2.15K +16 New
BWL
300
Bogart Wealth LLC
Virginia
$1K