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QuidelOrtho

167 hedge funds and large institutions have $2.88B invested in QuidelOrtho in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $7.02M | Put options by funds: $1.26M

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more capital invested

Capital invested by funds: $2.34B → $2.88B (+$538M)

6% more funds holding

Funds holding: 158167 (+9)

0.03% more ownership

Funds ownership: 92.17%92.2% (+0.03%)

11% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 63

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
25
Increased
56
Reduced
63
Closed
16
Calls
$7.02M
Puts
$1.26M
Net Calls
+$5.76M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Oppenheimer Asset Management
New York
$21K -$1.29K -20 -7%
JCM
152
Jacobi Capital Management
Pennsylvania
$15K
IWP
153
IAG Wealth Partners
Wisconsin
$14K +$11.9K +184 New
FQ
154
First Quadrant
California
$11K
US Bancorp
155
US Bancorp
Minnesota
$9K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$8K -$1.61K -25 -19%
TL
157
TrueWealth LLC
Georgia
$8K
FWM
158
FSA Wealth Management
Massachusetts
$8K +$6.46K +100 New
APA
159
American Portfolios Advisors
New York
$6.75K +$5.81K +90 New
TFS
160
TrustCore Financial Services
Tennessee
$6K
OPS
161
Orion Portfolio Solutions
Nebraska
$4K +$3.49K +54 New
FCA
162
FinTrust Capital Advisors
South Carolina
$3K
GC
163
Globeflex Capital
California
$2K -$1.2M -18,639 -100%
WEC
164
Winslow Evans & Crocker
Massachusetts
$2K
IFAM
165
Institutional & Family Asset Management
Colorado
$1K
ASN
166
Advisory Services Network
Georgia
$1K +$1.1K +17 New
RI
167
RTW Investments
New York
-$10.8M -176,495 Closed
Two Sigma Advisers
168
Two Sigma Advisers
New York
-$2.1M -34,201 Closed
CAC
169
Cowen and Company
New York
-$1.02M -16,605 Closed
ARTA
170
A.R.T. Advisors
New York
-$807K -13,150 Closed
ZIM
171
Zacks Investment Management
Illinois
-$785K -12,788 Closed
Los Angeles Capital Management
172
Los Angeles Capital Management
California
-$698K -11,375 Closed
Federated Hermes
173
Federated Hermes
Pennsylvania
-$616K -10,039 Closed
HW
174
Hancock Whitney
Mississippi
-$423K -6,900 Closed
Asset Management One
175
Asset Management One
Japan
-$387K -6,300 Closed

QDEL Hedge Fund Activity: Q4 2019 in Review

167 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in QuidelOrtho (QDEL) for Q4 2019, worth a combined $2.88B — up 23% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new QDEL positions and 16 closed out — a net gain of 9 holders — while 56 added to existing stakes and 63 trimmed.

The largest buyer was Bridger Management, opening a new position worth an estimated $18.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $25.6M.

  • 167 institutional investors held QuidelOrtho (QDEL) as of Q4 2019, up from 158 in Q3 2019.
  • Funds reported $2.88B of QuidelOrtho stock for Q4 2019, up 23% quarter-over-quarter.
  • 25 funds opened new QuidelOrtho positions in Q4 2019 and 16 closed out, a net change of +9 holders.
  • The largest QuidelOrtho buyer in Q4 2019 was Bridger Management, an estimated $18.5M added.
  • The largest QuidelOrtho seller in Q4 2019 was T. Rowe Price Associates, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2019.