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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
PC
101
Pavadi Capital
New York
$3.74M -$690K -10,211 -17%
WHG
102
Westwood Holdings Group
Texas
$3.69M +$3.39M +50,079 New
William Blair & Company
103
William Blair & Company
Illinois
$3.62M -$1.43M -21,123 -30%
UBS Group
104
UBS Group
Switzerland
$3.55M +$3.04M +44,990 +1,431%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$3.49M -$19M -281,085 -86%
BF
106
BOK Financial
Oklahoma
$3.44M +$245K +3,628 +8%
PI
107
PEAK6 Investments
Illinois
$3.41M -$746K -11,028 -19%
1CM
108
1492 Capital Management
Wisconsin
$3.3M +$516K +7,635 +21%
BAM
109
Ballast Asset Management
Texas
$3.29M +$2.13M +31,509 +240%
Barclays
110
Barclays
United Kingdom
$3.16M +$1.15M +17,002 +66%
TPSF
111
Texas Permanent School Fund
Texas
$3.15M +$49.9K +738 +2%
Citadel Advisors
112
Citadel Advisors
Florida
$3.04M -$8.73M -129,085 -76%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.01M -$78.6K -1,163 -3%
Allianz Asset Management
114
Allianz Asset Management
Germany
$2.94M -$27.9K -413 -1%
RJA
115
Raymond James & Associates
Florida
$2.89M -$483K -7,141 -15%
CM
116
Caption Management
Oklahoma
$2.82M +$2.59M +38,300 New
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$2.82M +$305K +4,514 +13%
Prudential Financial
118
Prudential Financial
New Jersey
$2.67M -$129K -1,915 -5%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$2.67M +$439K +6,493 +22%
ACM
120
American Capital Management
New York
$2.62M -$1.47M -21,756 -38%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$2.58M +$153K +2,256 +7%
MOACM
122
Mutual of America Capital Management
New York
$2.55M -$137K -2,028 -6%
M&T Bank
123
M&T Bank
New York
$2.34M -$369K -5,456 -15%
AB
124
Amalgamated Bank
New York
$2.32M -$29.5K -436 -1%
EAM
125
EFG Asset Management
Oregon
$2.15M +$206K +3,041 +12%
3 4
5
6 7

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.