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QuidelOrtho

179 hedge funds and large institutions have $2.45B invested in QuidelOrtho in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

37% more capital invested

Capital invested by funds: $1.79B → $2.45B (+$655M)

13% more funds holding

Funds holding: 158179 (+21)

1.6% more ownership

Funds ownership: 93.12%94.72% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

37% less call options, than puts

Call options by funds: $2.71M | Put options by funds: $4.33M

Holders
179
Holders Change
+21
Holders Change %
+13.29%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
40
Increased
59
Reduced
57
Closed
19
Calls
$2.71M
Puts
$4.33M
Net Calls
-$1.62M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
151
STRS Ohio
Ohio
$58K +$54.4K +900 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$56K +$26.3K +435 New
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$41K +$37.8K +625 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$34K
SL
155
Salomon & Ludwin
Virginia
$32K
RA
156
Royce & Associates
New York
$29K +$544 +9 +2%
PCM
157
Prelude Capital Management
New York
$20K -$455K -7,518 -96%
NCM
158
Nelson Capital Management
California
$20K
OWA
159
One Wealth Advisors
California
$15K +$14K +232 New
JCM
160
Jacobi Capital Management
Pennsylvania
$13K
TRCT
161
Tower Research Capital (TRC)
New York
$13K +$12.3K +203 New
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$12K
US Bancorp
163
US Bancorp
Minnesota
$8K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$7K
TL
165
TrueWealth LLC
Georgia
$7K
OAM
166
Oppenheimer Asset Management
New York
$5K -$1.69K -28 -26%
TFS
167
TrustCore Financial Services
Tennessee
$5K
Simplex Trading
168
Simplex Trading
Illinois
$3K -$193K -3,183 -99%
QT
169
Quantamental Technologies
New York
$3K -$182K -3,005 -99%
CHP
170
Cable Hill Partners
Oregon
$3K
FCA
171
FinTrust Capital Advisors
South Carolina
$2K -$605 -10 -29%
WEC
172
Winslow Evans & Crocker
Massachusetts
$2K +$968 +16 New
AOWM
173
Alpha Omega Wealth Management
Virginia
$2K +$1.51K +25 New
IA
174
IFP Advisors
Florida
$1K -$45.6K -754 -98%
MNBTD
175
Moody National Bank Trust Division
Texas
$1K -$3.93K -65 -76%

QDEL Hedge Fund Activity: Q1 2019 in Review

179 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in QuidelOrtho (QDEL) for Q1 2019, worth a combined $2.45B — up 37% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new QDEL positions and 19 closed out — a net gain of 21 holders — while 59 added to existing stakes and 57 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $19.6M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $11.7M.

  • 179 institutional investors held QuidelOrtho (QDEL) as of Q1 2019, up from 158 in Q4 2018.
  • Funds reported $2.45B of QuidelOrtho stock for Q1 2019, up 37% quarter-over-quarter.
  • 40 funds opened new QuidelOrtho positions in Q1 2019 and 19 closed out, a net change of +21 holders.
  • The largest QuidelOrtho buyer in Q1 2019 was VOYA Investment Management, an estimated $19.6M added.
  • The largest QuidelOrtho seller in Q1 2019 was ArrowMark Colorado Holdings, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2019.