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QuidelOrtho
QDEL

Overview Fund Activity

225 hedge funds and large institutions have $3.65B invested in QuidelOrtho in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+59
Holders Change %
+35.54%
% of All Funds
4.97%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
75
Increased
68
Reduced
61
Closed
14
Calls
$17M
Puts
$11.7M
Net Calls
+$5.3M
Net Calls Change
-$460K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$134M
2
FAM
Fred Alger Management
New York
+$35.1M
3
Invesco
Invesco
Georgia
+$33.5M
4
GKIM
GW&K Investment Management
Massachusetts
+$26.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$137M
2
BCM
Brown Capital Management
Maryland
-$85M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$30.2M
4
Ameriprise
Ameriprise
Minnesota
-$26.3M
5
BG
Bellevue Group
Switzerland
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$18K -$426K -4,476 -96%
IWP
202
IAG Wealth Partners
Wisconsin
$18K – – –
AS
203
Altshuler Shaham
Israel
$17K +$17K +172 New
FQ
204
First Quadrant
California
$14K – – –
FHA
205
First Horizon Advisors
Tennessee
$14K +$14K +148 New
US Bancorp
206
US Bancorp
Minnesota
$11K – – –
TL
207
TrueWealth LLC
Georgia
$11K – – –
FWM
208
FSA Wealth Management
Massachusetts
$10K – – –
BFEC
209
Benjamin F. Edwards & Company
Missouri
$10K +$10K +100 New
TFA
210
Toth Financial Advisory
Virginia
$10K +$10K +100 New
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$10K +$10K +100 New
SFPG
212
Stonebridge Financial Planning Group
Florida
$9K +$9K +100 New
TFS
213
TrustCore Financial Services
Tennessee
$7K – – –
VFA
214
Valeo Financial Advisors
Indiana
$6K +$6K +69 New
FCA
215
FinTrust Capital Advisors
South Carolina
$5K +$980 +10 +24%
FWM
216
Focused Wealth Management
New York
$5K +$5K +50 New
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$5K +$5K +50 New
GAM
218
Gemmer Asset Management
California
$4K +$4K +40 New
WEC
219
Winslow Evans & Crocker
Massachusetts
$2K – – –
IFAM
220
Institutional & Family Asset Management
Colorado
$2K – – –
APWM
221
Atlas Private Wealth Management
New York
$2K +$2K +20 New
VCM
222
Versant Capital Management
Arizona
$1K – – –
IA
223
IFP Advisors
Florida
$1K +$1K +10 New
MWM
224
MBE Wealth Management
Wisconsin
$1K +$1K +11 New
BFC
225
Bedel Financial Consulting
Indiana
$1K +$1K +12 New
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