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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
305
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
4.45%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
38
Increased
110
Reduced
108
Closed
33
Calls
$50.7M
Puts
$31.4M
Net Calls
+$19.3M
Net Calls Change
-$124M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$117M
2
RCMNY
Rubric Capital Management (New York)
New York
+$46.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$36.3M
4
ICM
Invenomic Capital Management
Massachusetts
+$34.1M
5
SCM
Shapiro Capital Management
Georgia
+$27.8M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$57.2M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$32.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$30.9M
4
Millennium Management
Millennium Management
New York
-$26.2M
5
SM
Senvest Management
New York
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$33.8M -$283K -4,187 -0.9%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$33.3M +$8.64M +127,800 +39%
SCM
28
Stonepine Capital Management
Oregon
$33.2M -$14.1M -208,794 -32%
Lazard Asset Management
29
Lazard Asset Management
New York
$32.9M +$327K +4,833 +1%
SCM
30
Shapiro Capital Management
Georgia
$30.3M +$27.8M +410,899 New
CCM
31
Camber Capital Management
Massachusetts
$29.5M +$5.07M +75,000 +23%
CRM
32
Cramer Rosenthal McGlynn
Connecticut
$26.5M -$2.35M -34,785 -9%
ACB
33
Aristotle Capital Boston
Massachusetts
$26.4M +$158K +2,341 +0.7%
Northern Trust
34
Northern Trust
Illinois
$26M -$139K -2,055 -0.6%
DM
35
Deerfield Management
New York
$25.6M +$13.4M +198,000 +132%
Invesco
36
Invesco
Georgia
$24.7M +$1.72M +25,388 +8%
BCM
37
Brown Capital Management
Maryland
$22.7M -$21.9K -324 -0.1%
First Trust Advisors
38
First Trust Advisors
Illinois
$22.3M -$1.17M -17,259 -5%
CC
39
Clearline Capital
New York
$21.7M +$3.72M +55,041 +23%
Goldman Sachs
40
Goldman Sachs
New York
$18.8M -$3.91M -57,873 -18%
FWIA
41
Fort Washington Investment Advisors
Ohio
$18.6M +$3.06M +45,332 +22%
LI
42
Leeward Investments
Massachusetts
$16.8M +$6.94M +102,668 +82%
CCMLC
43
Cardinal Capital Management LLC (Connecticut)
Connecticut
$15.5M -$1.5M -22,207 -10%
ACM
44
Ararat Capital Management
Connecticut
$15.4M -$219K -3,244 -2%
SFM
45
Systematic Financial Management
New Jersey
$15.4M +$732K +10,829 +5%
GI
46
GAMCO Investors
Connecticut
$14.8M +$212K +3,142 +2%
PMG
47
Private Management Group
California
$14.5M +$7.21M +106,709 +118%
First Eagle Investment Management
48
First Eagle Investment Management
New York
$14.4M +$2.19M +32,369 +20%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$13.9M +$14.6K +216 +0.1%
SAM
50
Silvercrest Asset Management
New York
$13.8M -$1.35M -19,943 -10%
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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.