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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
Citigroup
176
Citigroup
New York
$560K +$121K +1,797 +31%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$548K +$220K +3,249 +78%
WCM
178
Washington Capital Management
Washington
$531K – – –
XT
179
XTX Topco
Cayman Islands
$514K +$471K +6,970 New
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$490K +$182K +2,686 +68%
TAF
181
Tredje AP-fonden
Sweden
$472K – – –
HIMC
182
Heritage Investors Management Corp
Maryland
$464K – – –
GC
183
Guggenheim Capital
Illinois
$460K +$237K +3,500 +127%
X
184
Xponance
Pennsylvania
$449K +$2.23K +33 +0.5%
GAM
185
Gotham Asset Management
New York
$448K -$928K -13,726 -69%
BHCM
186
Brevan Howard Capital Management
Jersey
$424K +$389K +5,757 New
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$422K – – –
Wells Fargo
188
Wells Fargo
California
$414K -$138K -2,048 -27%
NYLIM
189
New York Life Investment Management
New York
$406K +$24K +355 +7%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$405K +$2.5K +37 +0.7%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$393K -$38.9K -575 -10%
MAWA
192
Moss Adams Wealth Advisors
Washington
$392K – – –
CL
193
CSS LLC
Illinois
$391K -$101K -1,500 -22%
PM
194
Penbrook Management
New York
$386K – – –
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$382K – – –
ECM
196
Endurant Capital Management
California
$379K -$1.46M -21,600 -81%
VI
197
Vestcor Inc
New Brunswick, Canada
$367K – – –
UA
198
Unison Advisors
District of Columbia
$358K – – –
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$341K -$39.9K -590 -11%
YIH
200
Y-Intercept (HK)
Hong Kong
$338K +$310K +4,588 New
6 7
8
9 10

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.