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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
SG Americas Securities
201
SG Americas Securities
New York
$329K -$1.67M -24,650 -85%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$328K +$182K +2,696 +154%
HWM
203
HighMark Wealth Management
Minnesota
$316K – – –
FLAM
204
First Light Asset Management
Minnesota
$314K – – –
VCA
205
Verdence Capital Advisors
Maryland
$311K +$9.74K +144 +4%
VA
206
Vident Advisory
Georgia
$309K +$71.9K +1,063 +34%
SAM
207
Securian Asset Management
Minnesota
$301K -$6.76K -100 -2%
QCM
208
QRG Capital Management
Illinois
$300K -$104K -1,531 -27%
Vontobel Holding
209
Vontobel Holding
Switzerland
$299K +$274K +4,055 New
MSRPS
210
Maryland State Retirement & Pension System
Maryland
$294K – – –
BRIA
211
Balanced Rock Investment Advisors
Massachusetts
$279K +$256K +3,779 New
Federated Hermes
212
Federated Hermes
Pennsylvania
$278K -$211K -3,126 -45%
CGH
213
Crossmark Global Holdings
Texas
$272K -$17.4K -257 -6%
IP
214
Isthmus Partners
Wisconsin
$270K +$248K +3,661 New
SAM
215
Simplify Asset Management
Nevada
$266K -$17.8K -264 -7%
YMRC
216
Yorktown Management & Research Company
Virginia
$265K – – –
SAM
217
Shell Asset Management
Netherlands
$265K -$73.3K -1,084 -23%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$250K -$88.1K -1,303 -28%
Deutsche Bank
219
Deutsche Bank
Germany
$241K -$63.1K -934 -22%
HighTower Advisors
220
HighTower Advisors
Illinois
$240K +$16.8K +248 +8%
LNC
221
Lincoln National Corp
Pennsylvania
$233K +$7.23K +107 +4%
PWM
222
Perigon Wealth Management
California
$232K +$213K +3,149 New
WSTAM
223
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$208K +3,075 New
Amundi
224
Amundi
France
$226K -$16.7K -247 -7%
Wolverine Trading
225
Wolverine Trading
Illinois
$225K +$206K +3,054 New
7 8
9
10 11

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.