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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
TRCT
151
Tower Research Capital (TRC)
New York
$911K +$685K +10,137 +456%
EGM
152
Engineers Gate Manager
New York
$893K -$15K -222 -2%
SOMRS
153
State of Michigan Retirement System
Michigan
$872K – – –
JGUA
154
John G. Ullman & Associates
New York
$855K -$1.93M -28,550 -71%
IWA
155
Inspirion Wealth Advisors
Illinois
$847K – – –
Parallax Volatility Advisers
156
Parallax Volatility Advisers
California
$820K +$752K +11,124 New
HPCM
157
Hunter Perkins Capital Management
Illinois
$819K +$419K +6,193 +126%
AIP
158
Ameritas Investment Partners
Nebraska
$817K – – –
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$811K +$2.64K +39 +0.4%
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$804K +$61K +902 +9%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$803K – – –
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$790K – – –
Millennium Management
163
Millennium Management
New York
$785K -$26.2M -386,884 -97%
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$784K -$153K -2,257 -18%
HW
165
Hancock Whitney
Mississippi
$752K -$103K -1,519 -13%
RA
166
Royce & Associates
New York
$737K – – –
AIC
167
Aurora Investment Counsel
Georgia
$708K -$308K -4,561 -44%
BCI
168
Brinker Capital Investments
Pennsylvania
$703K +$609 +9 +0.1%
OPS
169
Orion Portfolio Solutions
Nebraska
$703K +$609 +9 +0.1%
VPIM
170
Vanguard Personalized Indexing Management
California
$642K +$386K +5,708 +190%
OAM
171
Oppenheimer Asset Management
New York
$635K -$93.3K -1,380 -14%
YC
172
Yarbrough Capital
Tennessee
$630K – – –
TIA
173
Tandem Investment Advisors
South Carolina
$624K – – –
CCIA
174
Campbell & Co Investment Adviser
Maryland
$601K +$551K +8,154 New
Mariner
175
Mariner
Kansas
$596K -$28.5K -421 -5%
5 6
7
8 9

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.