We are live on ! Find out more
QDEL icon

QuidelOrtho

166 hedge funds and large institutions have $2.33B invested in QuidelOrtho in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

31% more capital invested

Capital invested by funds: $1.78B → $2.33B (+$557M)

12% more funds holding

Funds holding: 148166 (+18)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.71% less ownership

Funds ownership: 98.4%93.69% (-4.7%)

10% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 59

29% less call options, than puts

Call options by funds: $1.9M | Put options by funds: $2.69M

Holders
166
Holders Change
+18
Holders Change %
+12.16%
% of All Funds
3.8%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
41
Increased
53
Reduced
59
Closed
23
Calls
$1.9M
Puts
$2.69M
Net Calls
-$783K
Net Calls Change
-$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Meeder Asset Management
Ohio
$36.6K +$33.2K +550 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$35K
AAM
153
Advisors Asset Management
Colorado
$30K +$27.6K +457 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$29K +$14.1K +233 +114%
MYIA
155
Mount Yale Investment Advisors
Colorado
$20K -$1.51K -25 -8%
NCM
156
Nelson Capital Management
California
$20K
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$15K
ADL
158
Asset Dedication LLC
California
$15K +$13.7K +226 New
RA
159
Royce & Associates
New York
$14K +$12.9K +213 New
JCM
160
Jacobi Capital Management
Pennsylvania
$13K
AG
161
Advisor Group
Arizona
$9K -$48.9K -810 -85%
US Bancorp
162
US Bancorp
Minnesota
$8K
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$7K -$3.99K -66 -37%
TL
164
TrueWealth LLC
Georgia
$7K
TRCT
165
Tower Research Capital (TRC)
New York
$3K +$2.36K +39 New
PHK
166
Point72 Hong Kong
Hong Kong
$2K -$109K -1,803 -99%
MFIMFI
167
Mesirow Financial Investment Management - Fixed Income
Illinois
-$15.1M -290,840 Closed
TA
168
Tamarack Advisers
California
-$8.55M -165,000 Closed
Adage Capital Partners
169
Adage Capital Partners
Massachusetts
-$7.77M -150,000 Closed
MWNA
170
Marshall Wace North America
New York
-$4.11M -79,239 Closed
YCMGA
171
York Capital Management Global Advisors
New York
-$3.89M -75,000 Closed
FHAM
172
Folger Hill Asset Management
New York
-$3.63M -70,000 Closed
GC
173
Guggenheim Capital
Illinois
-$1.26M -24,360 Closed
OWP
174
Obermeyer Wealth Partners
Colorado
-$1.08M -20,891 Closed
Jacobs Levy Equity Management
175
Jacobs Levy Equity Management
New Jersey
-$1.08M -20,799 Closed

QDEL Hedge Fund Activity: Q2 2018 in Review

166 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in QuidelOrtho (QDEL) for Q2 2018, worth a combined $2.33B — up 31% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new QDEL positions and 23 closed out — a net gain of 18 holders — while 53 added to existing stakes and 59 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $124M. The largest seller was Goldman Sachs, cutting an estimated $47M.

  • 166 institutional investors held QuidelOrtho (QDEL) as of Q2 2018, up from 148 in Q1 2018.
  • Funds reported $2.33B of QuidelOrtho stock for Q2 2018, up 31% quarter-over-quarter.
  • 41 funds opened new QuidelOrtho positions in Q2 2018 and 23 closed out, a net change of +18 holders.
  • The largest QuidelOrtho buyer in Q2 2018 was T. Rowe Price Associates, an estimated $124M added.
  • The largest QuidelOrtho seller in Q2 2018 was Goldman Sachs, an estimated $47M sold.

Based on aggregated 13F filings for Q2 2018.