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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
CG
1
Carlyle Group
District of Columbia
$918M – – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$641M +$117M +1,724,860 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$357M +$3.03M +44,770 +0.9%
BlackRock
4
BlackRock
New York
$354M -$1.13M -16,670 -0.3%
SM
5
Senvest Management
New York
$221M -$22.4M -330,925 -10%
ACH
6
ArrowMark Colorado Holdings
Colorado
$196M -$32.5M -479,966 -15%
State Street
7
State Street
Massachusetts
$113M +$4.1M +60,665 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$98.4M +$4.26M +63,077 +5%
BAM
9
Burgundy Asset Management
Ontario, Canada
$85.6M -$12.7M -188,547 -14%
RCMNY
10
Rubric Capital Management (New York)
New York
$72.2M +$46.2M +683,637 +231%
LCP
11
LGT Capital Partners
Switzerland
$70.3M +$26.6M +392,790 +70%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$67M +$36.3M +536,492 +144%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$61.9M +$1.47M +21,697 +3%
VLKIM
14
Van Lanschot Kempen Investment Management
Netherlands
$61.3M +$14.5M +214,568 +35%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$57.3M -$57.2M -845,632 -52%
LSV Asset Management
16
LSV Asset Management
Illinois
$57.2M +$2.66M +39,279 +5%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$54.4M -$77.9K -1,152 -0.2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$46.3M -$8.94M -132,222 -17%
Charles Schwab
19
Charles Schwab
California
$42.4M +$1.21M +17,963 +3%
Norges Bank
20
Norges Bank
Norway
$42M -$3.1M -45,887 -7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$41.5M +$1.11M +16,450 +3%
Morgan Stanley
22
Morgan Stanley
New York
$40.8M +$18.9M +280,202 +102%
ICM
23
Invenomic Capital Management
Massachusetts
$37.1M +$34.1M +503,991 New
Renaissance Technologies
24
Renaissance Technologies
New York
$34.2M +$216K +3,200 +0.7%
ClearBridge Investments
25
ClearBridge Investments
New York
$34M +$688K +10,175 +2%
1
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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.