We are live on ! Find out more
QDEL icon

QuidelOrtho

169 hedge funds and large institutions have $2.35B invested in QuidelOrtho in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 55

2% more funds holding

Funds holding: 166169 (+3)

1% more capital invested

Capital invested by funds: $2.33B → $2.35B (+$14.3M)

1.39% less ownership

Funds ownership: 93.69%92.3% (-1.4%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less call options, than puts

Call options by funds: $3.46M | Put options by funds: $6.24M

Holders
169
Holders Change
+3
Holders Change %
+1.81%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
28
Increased
62
Reduced
55
Closed
24
Calls
$3.46M
Puts
$6.24M
Net Calls
-$2.78M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Advisor Group
Arizona
$39K +$31.7K +453 +328%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$34K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$28K +$70 +1 +0.2%
RA
154
Royce & Associates
New York
$23K +$9.86K +141 +66%
MYIA
155
Mount Yale Investment Advisors
Colorado
$20K -$210 -3 -1%
NCM
156
Nelson Capital Management
California
$20K
JCM
157
Jacobi Capital Management
Pennsylvania
$13K
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$12K -$2.1K -30 -14%
US Bancorp
159
US Bancorp
Minnesota
$8K
CCS
160
Crosspoint Capital Strategies
California
$7K -$1.63M -23,350 -100%
TL
161
TrueWealth LLC
Georgia
$7K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$7K +$7.34K +105 New
ADL
163
Asset Dedication LLC
California
$4K -$11.2K -160 -71%
CHP
164
Cable Hill Partners
Oregon
$3K +$2.8K +40 New
APP
165
Avantax Planning Partners
Iowa
$3K +$3.08K +44 New
GP
166
Girard Partners
Pennsylvania
$2K +$2.8K +40 New
WC
167
Whitney & Co
New York
$1K +$1.12K +16 New
IFAM
168
Institutional & Family Asset Management
Colorado
$1K +$1.26K +18 New
PC
169
Pier Capital
Connecticut
-$7.58M -114,032 Closed
Point72 Asset Management
170
Point72 Asset Management
Connecticut
-$6.78M -101,901 Closed
PCA
171
Prospect Capital Advisors
California
-$3.5M -52,600 Closed
EI
172
EAM Investors
California
-$2.56M -38,553 Closed
Wellington Management Group
173
Wellington Management Group
Massachusetts
-$1.99M -29,969 Closed
TPCM
174
Three Peaks Capital Management
Colorado
-$1.8M -27,010 Closed
Lazard Asset Management
175
Lazard Asset Management
New York
-$1.06M -15,943 Closed

QDEL Hedge Fund Activity: Q3 2018 in Review

169 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in QuidelOrtho (QDEL) for Q3 2018, worth a combined $2.35B — up 0.61% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new QDEL positions and 24 closed out — a net gain of 4 holders — while 62 added to existing stakes and 55 trimmed.

The largest buyer was Eagle Asset Management, adding an estimated $31.6M. The largest seller was Oracle Investment Management, cutting an estimated $32.2M.

  • 169 institutional investors held QuidelOrtho (QDEL) as of Q3 2018, up from 166 in Q2 2018.
  • Funds reported $2.35B of QuidelOrtho stock for Q3 2018, up 0.61% quarter-over-quarter.
  • 28 funds opened new QuidelOrtho positions in Q3 2018 and 24 closed out, a net change of +4 holders.
  • The largest QuidelOrtho buyer in Q3 2018 was Eagle Asset Management, an estimated $31.6M added.
  • The largest QuidelOrtho seller in Q3 2018 was Oracle Investment Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q3 2018.