QuidelOrtho
QDEL
305 hedge funds and large institutions have $4.91B invested in QuidelOrtho in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 33 closing their positions.
61% more call options, than puts
Call options by funds: $50.7M | Put options by funds: $31.4M
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
15% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 33
3.23% more ownership
Funds ownership: 96.43% → 99.66% (+3.2%)
4% more capital invested
Capital invested by funds: $4.7B → $4.91B (+$204M)
2% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 108
1% more funds holding
Funds holding: 303 → 305 (+2)
Top Buyers
Top Sellers
| 1 |
Neuberger Berman Group
New York
|
-$57.2M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$32.5M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$30.9M |
| 4 |
Millennium Management
New York
|
-$26.2M |
| 5 |
SM
Senvest Management
New York
|
-$22.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
326
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$10.7K | -147 | Closed |
|
|
OIA
327
Optimum Investment Advisors
Chicago,
Illinois
| – | -$7.3K | -100 | Closed |
|
|
TF
328
Tompkins Financial
Ithaca,
New York
| – | -$7.3K | -100 | Closed |
|
|
BWL
329
Bogart Wealth LLC
Mclean,
Virginia
| – | -$3.94K | -54 | Closed |
|
|
IA
330
IFP Advisors
Tampa,
Florida
| – | -$3.43K | -47 | Closed |
|
|
QL
331
Quarry LP
New York
| – | -$3.29K | -45 | Closed |
|
|
PWMG
332
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$512 | -7 | Closed |
|
333
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$511 | -7 | Closed |
|
334
First Manhattan
New York
| – | -$292 | -4 | Closed |
|
|
JWA
335
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$293 | -4 | Closed |
|
|
AP
336
Atwood & Palmer
Kansas City,
Missouri
| – | -$147 | -2 | Closed |
|
|
NICM
337
Neo Ivy Capital Management
New York
| – | +$338 | +5 | New |
|
QDEL Hedge Fund Activity: Q4 2023 in Review
305 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in QuidelOrtho (QDEL) for Q4 2023, worth a combined $4.91B — up 4.3% from $4.7B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new QDEL positions and 33 closed out — a net gain of 5 holders — while 110 added to existing stakes and 108 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $117M. The largest seller was Neuberger Berman Group, cutting an estimated $57.2M.
- 305 institutional investors held QuidelOrtho (QDEL) as of Q4 2023, up from 303 in Q3 2023.
- Funds reported $4.91B of QuidelOrtho stock for Q4 2023, up 4.3% quarter-over-quarter.
- 38 funds opened new QuidelOrtho positions in Q4 2023 and 33 closed out, a net change of +5 holders.
- The largest QuidelOrtho buyer in Q4 2023 was T. Rowe Price Investment Management, an estimated $117M added.
- The largest QuidelOrtho seller in Q4 2023 was Neuberger Berman Group, an estimated $57.2M sold.
Based on aggregated 13F filings for Q4 2023.