QuidelOrtho Ownership 2024 | Who Owns QuidelOrtho Now?
Institutional Ownership
31.03%
Insider Ownership
1.45%
Retail Ownership
67.52%
Institutional Holders
119.00
QuidelOrtho Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CARLYLE GROUP INC. | 17.22% | 36.35% | 11,520,751 | -939,432 | -7.54% | 382,719,348 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 14.19% | 0.20% | 9,494,810 | -204,418 | -2.11% | 315,418,000 | Jun 30, 2024 |
| BLACKROCK INC. | 7.32% | 0.00% | 4,893,948 | 28,937 | 0.59% | 162,576,967 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.31% | 0.00% | 4,888,223 | 9,080 | 0.19% | 162,386,768 | Jun 30, 2024 |
| RUBRIC CAPITAL MANAGEMENT LP | 5.45% | 3.18% | 3,645,590 | 1,245,590 | 51.90% | 121,106,500 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 3.06% | 0.81% | 2,050,407 | -296,820 | -12.65% | 68,114,521 | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | 2.58% | 1.09% | 1,728,913 | 372,662 | 27.48% | 57,434,490 | Jun 30, 2024 |
| STATE STREET CORP | 2.44% | 0.00% | 1,632,376 | 48,698 | 3.08% | 54,227,531,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 2.33% | 0.05% | 1,556,644 | 1,081,364 | 227.52% | 51,711,713 | Jun 30, 2024 |
| MADISON AVENUE PARTNERS, LP | 2.24% | 6.28% | 1,497,148 | 1,497,148 | 100.00% | 49,735,257 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.93% | 0.00% | 1,287,986 | -79,166 | -5.79% | 42,786,895 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.90% | 0.01% | 1,270,135 | -154,343 | -10.84% | 42,194,995 | Jun 30, 2024 |
| NEWTYN MANAGEMENT, LLC | 1.67% | 6.95% | 1,115,000 | 1,115,000 | 100.00% | 37,040,300 | Jun 30, 2024 |
| JANA PARTNERS MANAGEMENT, LP | 1.53% | 1.99% | 1,026,413 | -169,387 | -14.17% | 34,097,440 | Jun 30, 2024 |
| FMR LLC | 1.47% | 0.00% | 981,723 | 822,172 | 515.30% | 32,612,830 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.35% | 0.00% | 904,644 | 27,171 | 3.10% | 30,059,535 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.10% | 0.00% | 735,167 | 65,588 | 9.80% | 24,422,248 | Jun 30, 2024 |
| NORGES BANK | 0.92% | 0.00% | 612,555 | 612,555 | 100.00% | 20,349,077 | Jun 30, 2024 |
| PRIVATE MANAGEMENT GROUP INC | 0.91% | 0.78% | 610,621 | 152,769 | 33.37% | 20,284,830 | Jun 30, 2024 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 0.89% | 0.22% | 593,157 | 52,729 | 9.76% | 19,704,676 | Jun 30, 2024 |
QuidelOrtho's largest institutional shareholder is CARLYLE GROUP INC., holding 17.22% of the company's total share outstanding, currently valued at $382.72M. The top 10 institutional shareholders own together 64.14% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CARLYLE GROUP INC. | 17.22% | 36.35% | 11,520,751 | -939,432 | -7.54% | 382,719,348 | Jun 30, 2024 |
| NEWTYN MANAGEMENT, LLC | 1.67% | 6.95% | 1,115,000 | 1,115,000 | 100.00% | 37,040,300 | Jun 30, 2024 |
| MADISON AVENUE PARTNERS, LP | 2.24% | 6.28% | 1,497,148 | 1,497,148 | 100.00% | 49,735,257 | Jun 30, 2024 |
| KEPOS CAPITAL LP | 0.45% | 3.87% | 300,000 | 200,000 | 200.00% | 9,966,000 | Jun 30, 2024 |
| ORACLE INVESTMENT MANAGEMENT INC | 0.18% | 3.67% | 118,291 | -38,910 | -24.75% | 3,929,627 | Jun 30, 2024 |
| RUBRIC CAPITAL MANAGEMENT LP | 5.45% | 3.18% | 3,645,590 | 1,245,590 | 51.90% | 121,106,500 | Jun 30, 2024 |
| GOODMAN FINANCIAL CORP | 0.42% | 2.06% | 278,956 | 19,701 | 7.60% | 9,266,918 | Jun 30, 2024 |
| JANA PARTNERS MANAGEMENT, LP | 1.53% | 1.99% | 1,026,413 | -169,387 | -14.17% | 34,097,440 | Jun 30, 2024 |
| GAGNON SECURITIES LLC | 0.26% | 1.31% | 174,752 | -49,245 | -21.98% | 5,805,261 | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | 2.58% | 1.09% | 1,728,913 | 372,662 | 27.48% | 57,434,490 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 3.06% | 0.81% | 2,050,407 | -296,820 | -12.65% | 68,114,521 | Jun 30, 2024 |
| PRIVATE MANAGEMENT GROUP INC | 0.91% | 0.78% | 610,621 | 152,769 | 33.37% | 20,284,830 | Jun 30, 2024 |
| SKYLANDS CAPITAL, LLC | 0.21% | 0.66% | 139,400 | 6,100 | 4.58% | 4,630,868 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.16% | 0.64% | 105,378 | 105,378 | 100.00% | 3,500,657 | Jun 30, 2024 |
| TEJARA CAPITAL LTD | 0.07% | 0.54% | 44,400 | -25,600 | -36.57% | 1,474,968 | Jun 30, 2024 |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 0.22% | 0.47% | 150,000 | 150,000 | 100.00% | 4,983,000 | Jun 30, 2024 |
| BALLAST ASSET MANAGEMENT, LP | 0.04% | 0.47% | 25,801 | 1,597 | 6.60% | 857,110 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 0.50% | 0.38% | 337,551 | -18,094 | -5.09% | 11,213,453 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.21% | 0.32% | 140,546 | 140,546 | 100.00% | 4,668,938 | Jun 30, 2024 |
| LGT CAPITAL PARTNERS LTD. | 0.41% | 0.31% | 271,280 | -453,976 | -62.60% | 9,011,922 | Jun 30, 2024 |
The largest QuidelOrtho shareholder by % of total assets is CARLYLE GROUP INC.. The company owns 11.52M shares of QuidelOrtho (QDEL), representing 36.35% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MADISON AVENUE PARTNERS, LP | 2.24% | 6.28% | 1,497,148 | 1,497,148 | 100.00% | 49,735,257 | Jun 30, 2024 |
| RUBRIC CAPITAL MANAGEMENT LP | 5.45% | 3.18% | 3,645,590 | 1,245,590 | 51.90% | 121,106,500 | Jun 30, 2024 |
| NEWTYN MANAGEMENT, LLC | 1.67% | 6.95% | 1,115,000 | 1,115,000 | 100.00% | 37,040,300 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 2.33% | 0.05% | 1,556,644 | 1,081,364 | 227.52% | 51,711,713 | Jun 30, 2024 |
| FMR LLC | 1.47% | 0.00% | 981,723 | 822,172 | 515.30% | 32,612,830 | Jun 30, 2024 |
| NORGES BANK | 0.92% | 0.00% | 612,555 | 612,555 | 100.00% | 20,349,077 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.71% | 0.11% | 474,815 | 474,815 | 100.00% | 15,773,000 | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | 2.58% | 1.09% | 1,728,913 | 372,662 | 27.48% | 57,434,490 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.87% | 0.00% | 579,095 | 336,254 | 138.47% | 19,237,536 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.54% | 0.02% | 363,963 | 291,570 | 402.76% | 12,090,851 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.61% | 0.01% | 406,342 | 280,033 | 221.70% | 13,498,681 | Jun 30, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | 0.40% | 0.14% | 267,802 | 267,802 | 100.00% | 8,896,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.85% | 0.02% | 567,652 | 248,873 | 78.07% | 18,857,411 | Jun 30, 2024 |
| KEPOS CAPITAL LP | 0.45% | 3.87% | 300,000 | 200,000 | 200.00% | 9,966,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.24% | 0.00% | 160,154 | 154,631 | 2799.76% | 5,321,918 | Jun 30, 2024 |
| PRIVATE MANAGEMENT GROUP INC | 0.91% | 0.78% | 610,621 | 152,769 | 33.37% | 20,284,830 | Jun 30, 2024 |
| MORGAN STANLEY | 0.80% | 0.00% | 532,898 | 151,063 | 39.56% | 17,702,872 | Jun 30, 2024 |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 0.22% | 0.47% | 150,000 | 150,000 | 100.00% | 4,983,000 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.21% | 0.32% | 140,546 | 140,546 | 100.00% | 4,668,938 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.20% | 0.02% | 135,766 | 135,766 | 100.00% | 4,510,147 | Jun 30, 2024 |
As of Jun 30 2024, QuidelOrtho's largest institutional buyer is MADISON AVENUE PARTNERS, LP. The company purchased 1.50M stocks of QDEL, valued at $49.74M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CARLYLE GROUP INC. | 17.22% | 36.35% | 11,520,751 | -939,432 | -7.54% | 382,719,348 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | - | - | - | -825,647 | -100.00% | - | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | - | - | - | -520,185 | -100.00% | - | Jun 30, 2024 |
| LGT CAPITAL PARTNERS LTD. | 0.41% | 0.31% | 271,280 | -453,976 | -62.60% | 9,011,922 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | - | - | - | -348,000 | -100.00% | - | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 3.06% | 0.81% | 2,050,407 | -296,820 | -12.65% | 68,114,521 | Jun 30, 2024 |
| CLEARLINE CAPITAL LP | 0.46% | 0.28% | 306,700 | -285,683 | -48.23% | 10,188,574 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.77% | 0.01% | 513,596 | -253,381 | -33.04% | 17,061,659 | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | - | - | - | -252,251 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.16% | 0.01% | 104,412 | -236,080 | -69.33% | 3,468,567 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.78% | 0.04% | 523,216 | -235,140 | -31.01% | 17,381,000 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | - | - | - | -233,766 | -100.00% | - | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 14.19% | 0.20% | 9,494,810 | -204,418 | -2.11% | 315,418,000 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.02% | 0.00% | 11,975 | -190,138 | -94.08% | 398,000 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | - | - | - | -184,356 | -100.00% | - | Jun 30, 2024 |
| JANA PARTNERS MANAGEMENT, LP | 1.53% | 1.99% | 1,026,413 | -169,387 | -14.17% | 34,097,440 | Jun 30, 2024 |
| MAN GROUP PLC | 0.13% | 0.01% | 88,380 | -156,127 | -63.85% | 2,935,984 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.90% | 0.01% | 1,270,135 | -154,343 | -10.84% | 42,194,995 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -129,039 | -100.00% | - | Jun 30, 2024 |
| GOTHAM ASSET MANAGEMENT, LLC | - | - | - | -114,693 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, QuidelOrtho's biggest institutional seller is CARLYLE GROUP INC.. The company sold -0.94M shares of QDEL, valued at $382.72M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MADISON AVENUE PARTNERS, LP | 2.24% | 6.28% | 1,497,148 | 1,497,148 | 100.00% | 49,735,257 | Jun 30, 2024 |
| NEWTYN MANAGEMENT, LLC | 1.67% | 6.95% | 1,115,000 | 1,115,000 | 100.00% | 37,040,300 | Jun 30, 2024 |
| NORGES BANK | 0.92% | 0.00% | 612,555 | 612,555 | 100.00% | 20,349,077 | Jun 30, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | 0.40% | 0.14% | 267,802 | 267,802 | 100.00% | 8,896,000 | Jun 30, 2024 |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 0.22% | 0.47% | 150,000 | 150,000 | 100.00% | 4,983,000 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.21% | 0.32% | 140,546 | 140,546 | 100.00% | 4,668,938 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.16% | 0.64% | 105,378 | 105,378 | 100.00% | 3,500,657 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.09% | 0.01% | 62,719 | 62,719 | 100.00% | 2,083,525 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.08% | 0.01% | 56,000 | 56,000 | 100.00% | 1,860,320 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.08% | 0.00% | 54,300 | 54,300 | 100.00% | 1,803,846 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.05% | 0.00% | 35,300 | 35,300 | 100.00% | 1,172,666 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.05% | 0.02% | 34,869 | 34,869 | 100.00% | 1,158,348 | Jun 30, 2024 |
| MONACO ASSET MANAGEMENT SAM | 0.05% | 0.17% | 31,253 | 31,253 | 100.00% | 1,038,225 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | 0.00% | 25,000 | 25,000 | 100.00% | 830,500 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.03% | 0.01% | 20,000 | 20,000 | 100.00% | 664,400 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.03% | 0.24% | 16,989 | 16,989 | 100.00% | 564,375 | Jun 30, 2024 |
| REDWOOD INVESTMENT MANAGEMENT, LLC | 0.02% | 0.05% | 15,936 | 15,936 | 100.00% | 631,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.02% | 0.00% | 15,300 | 15,300 | 100.00% | 508,266 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.02% | 0.05% | 14,148 | 14,148 | 100.00% | 470,000 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.02% | 0.09% | 13,261 | 13,261 | 100.00% | 440,530 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.02% | 0.01% | 11,391 | 11,391 | 100.00% | 378,409 | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.02% | 0.04% | 10,523 | 10,523 | 100.00% | 349,574 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.01% | 0.00% | 7,800 | 7,800 | 100.00% | 259,000 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.01% | 0.05% | 7,338 | 7,338 | 100.00% | 243,768 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 6,523 | 6,523 | 100.00% | 216,694 | Jun 30, 2024 |
| COUNTERPOINT MUTUAL FUNDS LLC | 0.01% | 0.05% | 6,375 | 6,375 | 100.00% | 211,778 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.03% | 3,080 | 3,080 | 100.00% | 102,318 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.00% | 0.02% | 1,000 | 1,000 | 100.00% | 33,220 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.00% | 0.00% | 376 | 376 | 100.00% | 12,000 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 271 | 271 | 100.00% | 9,003 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.00% | 0.00% | 208 | 208 | 100.00% | 6,910 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 84 | 84 | 100.00% | 2,790 | Jun 30, 2024 |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 0.00% | 0.00% | 55 | 55 | 100.00% | 1,828 | Jun 30, 2024 |
| ADVISORNET FINANCIAL, INC | - | 0.00% | 25 | 25 | 100.00% | 831 | Jun 30, 2024 |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | 0.00% | 25 | 25 | 100.00% | 831 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | 0.00% | 10 | 10 | 100.00% | 333 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 5 | 5 | 100.00% | 166 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 2 | 2 | 100.00% | 67 | Jun 30, 2024 |
QuidelOrtho's largest new institutional shareholder by number of shares is MADISON AVENUE PARTNERS, LP, purchased 1.50M shares, valued at $49.74M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | - | - | - | -825,647 | -100.00% | - | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | - | - | - | -520,185 | -100.00% | - | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | - | - | - | -348,000 | -100.00% | - | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | - | - | - | -252,251 | -100.00% | - | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | - | - | - | -233,766 | -100.00% | - | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | - | - | - | -184,356 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | - | - | - | -129,039 | -100.00% | - | Jun 30, 2024 |
| GOTHAM ASSET MANAGEMENT, LLC | - | - | - | -114,693 | -100.00% | - | Jun 30, 2024 |
| 683 CAPITAL MANAGEMENT, LLC | - | - | - | -89,201 | -100.00% | - | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | - | - | - | -70,170 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -65,485 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -46,000 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -36,330 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CAPITAL MANAGEMENT INC | - | - | - | -35,540 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -17,300 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -14,378 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -11,044 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -9,601 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -9,341 | -100.00% | - | Jun 30, 2024 |
| CHARTWELL INVESTMENT PARTNERS, LLC | - | - | - | -9,157 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -7,565 | -100.00% | - | Jun 30, 2024 |
| OAK THISTLE LLC | - | - | - | -7,294 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -7,100 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -6,514 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -6,435 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | - | - | - | -6,304 | -100.00% | - | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | - | - | - | -6,080 | -100.00% | - | Jun 30, 2024 |
| XPONANCE, INC. | - | - | - | -5,974 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -5,525 | -100.00% | - | Jun 30, 2024 |
| MOSS ADAMS WEALTH ADVISORS LLC | - | - | - | -5,381 | -100.00% | - | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | - | - | - | -5,288 | -100.00% | - | Jun 30, 2024 |
| PENBROOK MANAGEMENT LLC | - | - | - | -5,240 | -100.00% | - | Jun 30, 2024 |
| QRG CAPITAL MANAGEMENT, INC. | - | - | - | -5,084 | -100.00% | - | Jun 30, 2024 |
| UNISON ADVISORS LLC | - | - | - | -4,864 | -100.00% | - | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | - | - | - | -4,503 | -100.00% | - | Jun 30, 2024 |
| VERDENCE CAPITAL ADVISORS LLC | - | - | - | -4,427 | -100.00% | - | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | - | - | - | -4,234 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -3,117 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -2,621 | -100.00% | - | Jun 30, 2024 |
| CETERA TRUST COMPANY, N.A | - | - | - | -2,255 | -100.00% | - | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | - | - | - | -1,216 | -100.00% | - | Jun 30, 2024 |
| HANTZ FINANCIAL SERVICES, INC. | - | - | - | -475 | -100.00% | - | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | - | - | - | -198 | -100.00% | - | Jun 30, 2024 |
| WHITTIER TRUST CO OF NEVADA INC | - | - | - | -117 | -100.00% | - | Jun 30, 2024 |
| CI INVESTMENTS INC. | - | - | - | -94 | -100.00% | - | Jun 30, 2024 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | - | - | - | -81 | -100.00% | - | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | - | - | -63 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -35 | -100.00% | - | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -18 | -100.00% | - | Jun 30, 2024 |
| SACHETTA, LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
QuidelOrtho's largest sold out institutional shareholder by shares sold is NEUBERGER BERMAN GROUP LLC, sold -0.83M shares, valued at -, as of undefined.
QuidelOrtho Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ALGER FUNDS | 1.39% | 1,339,726 | - | - | Jan 31, 2024 |
| ALGER FUNDS II | 0.78% | 176,440 | - | - | Jan 31, 2024 |
| Brown Capital Management Mutual Funds | 0.43% | 1,296,831 | - | - | Dec 31, 2023 |
| SPARROW FUNDS | 0.38% | 1,340 | - | - | Feb 29, 2024 |
| CRM Mutual Fund Trust | 0.37% | 186,487 | - | - | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.25% | 587,516 | -175,488 | -23.00% | Mar 28, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.24% | 57,397 | 57,397 | - | Mar 31, 2024 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.22% | 3,295,400 | 549,600 | 20.02% | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.22% | 782,528 | 138,400 | 21.49% | Mar 31, 2024 |
| Gabelli Healthcare & WellnessRx Trust | 0.19% | 23,200 | -300 | -1.28% | Dec 29, 2023 |
| MERIDIAN FUND INC | 0.19% | 439,877 | - | - | Mar 28, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.19% | 45,836 | 5,245 | 12.92% | Dec 31, 2023 |
| Nuveen Core Equity Alpha Fund | 0.18% | 13,090 | - | - | Mar 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.16% | 814,568 | - | - | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.14% | 36,948 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.14% | 507,428 | - | - | Mar 31, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.13% | 42,612 | - | - | Dec 31, 2023 |
| Papp Investment Trust | 0.12% | 1,600 | - | - | Feb 29, 2024 |
| Nuveen Core Equity Alpha Fund | 0.12% | 8,660 | - | - | Mar 31, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.12% | 406,104 | - | - | Mar 31, 2024 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.11% | 1,725,900 | - | - | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.10% | 404,270 | 3,419 | 0.85% | Mar 28, 2024 |
| REYNOLDS FUNDS INC | 0.10% | 1,100 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.09% | 717,468 | 22,000 | 3.16% | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.09% | 70,500 | - | - | Dec 29, 2023 |
| GABELLI EQUITY SERIES FUNDS INC | 0.09% | 70,500 | - | - | Dec 29, 2023 |
| T. Rowe Price Equity Funds, Inc. | 0.09% | 933,117 | 182,200 | 24.26% | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.08% | 326,578 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.08% | 316,186 | 12,199 | 4.01% | Jan 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.07% | 30,575 | -2,178 | -6.65% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.07% | 264,161 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 35,002 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.06% | 1,420 | 162 | 12.88% | Dec 31, 2023 |
| VANGUARD EXPLORER FUND | 0.06% | 783,626 | -356,496 | -31.27% | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.06% | 9,700 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.06% | 20,700 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.06% | 20,700 | - | - | Mar 31, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.06% | 189,851 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.06% | 21,037 | - | - | Dec 31, 2023 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.06% | 555,538 | -7,395 | -1.31% | Feb 29, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.05% | 597,381 | - | - | Mar 31, 2024 |
| RANGER FUNDS INVESTMENT TRUST | 0.05% | 2,084 | 2,084 | - | Apr 30, 2020 |
| SCHRODER GLOBAL SERIES TRUST | 0.05% | 109 | 109 | - | Jan 31, 2021 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.05% | 35,443 | -525 | -1.46% | Apr 30, 2022 |
| Brown Capital Management Mutual Funds | 0.05% | 156,718 | - | - | Dec 31, 2023 |
| Voya VARIABLE PRODUCTS TRUST | 0.05% | 18,580 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.05% | 67,749 | - | - | Feb 29, 2024 |
| PUTNAM GLOBAL HEALTH CARE FUND | 0.04% | 74,400 | - | - | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.04% | 499,030 | - | - | Jan 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.04% | 200,020 | - | - | Jan 31, 2024 |
| GABELLI ASSET FUND | 0.04% | 14,000 | - | - | Dec 29, 2023 |
| GABELLI ASSET FUND | 0.04% | 14,000 | - | - | Dec 29, 2023 |
| Vanguard Montgomery Funds | 0.04% | 9,241 | - | - | Mar 31, 2024 |
| Gabelli Healthcare & WellnessRx Trust | 0.04% | 4,500 | - | - | Dec 29, 2023 |
| T. Rowe Price Equity Series, Inc. | 0.04% | 60,741 | 9,215 | 17.88% | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.04% | 29,829 | - | - | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.03% | 8,342 | -22,490 | -72.94% | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.03% | 101,020 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.03% | 17,642 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST IV | 0.03% | 102,306 | - | - | Feb 29, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.03% | 48,761 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.02% | 200,000 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 100,596 | -2,249 | -2.19% | Feb 29, 2024 |
| ALGER FUNDS | 0.02% | 21,377 | -58,199 | -73.14% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.02% | 5,100 | -5,900 | -53.64% | Jan 31, 2024 |
| EntrepreneurShares Series Trust | 0.02% | 5,724 | - | - | Dec 31, 2023 |
| ALGER PORTFOLIOS | 0.02% | 8,001 | -13,036 | -61.97% | Dec 31, 2023 |
| Federated Hermes Index Trust | 0.02% | 4,810 | - | - | Jan 31, 2024 |
| BUFFALO FUNDS | 0.02% | 140,070 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 3,952 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 47,311 | - | - | Mar 31, 2024 |
| Emles Trust | 0.02% | 2,196 | 1,321 | 150.97% | Sep 30, 2022 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 50,000 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 79,397 | - | - | Feb 29, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.02% | 1,311 | - | - | Sep 30, 2022 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 3,397 | - | - | Mar 28, 2024 |
| REYNOLDS FUNDS INC | 0.02% | 200 | - | - | Mar 31, 2024 |
| OAK ASSOCIATES FUNDS | 0.02% | 19,774 | - | - | Jan 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.02% | 232,926 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.02% | 132,129 | - | - | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.02% | 3,768 | -2,671 | -41.48% | Jan 31, 2024 |
| Tactical Investment Series Trust | 0.02% | 3,998 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.02% | 13,287 | - | - | Mar 31, 2024 |
| AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.02% | 79,055 | - | - | Mar 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.02% | 351 | - | - | Dec 29, 2023 |
| Fidelity Commonwealth Trust II | 0.01% | 97,743 | - | - | Aug 31, 2023 |
| Vericimetry Funds | 0.01% | 1,290 | 810 | 168.75% | Mar 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.01% | 307 | - | - | Dec 29, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 706,112 | - | - | Jan 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.01% | 1,200 | - | - | Feb 29, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 10,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.01% | 7,312 | - | - | Feb 29, 2024 |
| BUFFALO FUNDS | 0.01% | 76,710 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.01% | 32,900 | - | - | Jan 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.01% | 17,930 | 6,803 | 61.14% | Dec 29, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 6,131 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 4,322,540 | -712,974 | -14.16% | Mar 31, 2024 |
| MFS SERIES TRUST I | 0.01% | 197,654 | -1,673 | -0.84% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.01% | 305 | 50 | 19.61% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 59,015 | - | - | Mar 31, 2024 |
QuidelOrtho's largest mutual fund holder by % of total assets is "ALGER FUNDS", owning 1.34M shares, compromising 1.39% of its total assets.
QuidelOrtho Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 119 | -57.65% |
| 31 Mar, 24 | 281 | -11.64% |
| 31 Dec, 23 | 318 | 1.92% |
| 30 Sep, 23 | 312 | -3.11% |
| 30 Jun, 23 | 322 | -4.73% |
| 31 Mar, 23 | 338 | -6.89% |
| 31 Dec, 22 | 363 | 12.73% |
| 30 Sep, 22 | 322 | -8.78% |
| 30 Jun, 22 | 353 | 17550.00% |
| 31 Mar, 22 | 2 | - |
| 31 Dec, 21 | 2 | 100.00% |
| 30 Sep, 21 | 1 | - |
| 30 Jun, 21 | 1 | - |
| 30 Jun, 20 | 1 | - |
As of 30 Jun 24, 119 institutions are holding QuidelOrtho's shares, representing a decrease of -57.65% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 20,758,015 | -67.82% |
| 31 Mar, 24 | 64,506,562 | -2.38% |
| 31 Dec, 23 | 66,077,310 | 4.00% |
| 30 Sep, 23 | 63,533,155 | 1.49% |
| 30 Jun, 23 | 62,600,672 | -0.97% |
| 31 Mar, 23 | 63,211,589 | 0.10% |
| 31 Dec, 22 | 63,146,030 | -0.15% |
| 30 Sep, 22 | 63,243,182 | 7.94% |
| 30 Jun, 22 | 58,592,220 | 7502104.87% |
| 31 Mar, 22 | 781 | 7.13% |
| 31 Dec, 21 | 729 | 0.55% |
| 30 Sep, 21 | 725 | - |
| 30 Jun, 21 | 725 | - |
| 30 Jun, 20 | 40,765 | - |
QuidelOrtho (QDEL) has 20.76M shares outstanding as of 30 Jun 24, down -67.82% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 31.03% | 0.33% |
| 31 Mar, 24 | 96.42% | 0.99% |
| 31 Dec, 23 | 98.92% | 1.10% |
| 30 Sep, 23 | 94.97% | 1.08% |
| 30 Jun, 23 | 93.71% | 1.04% |
| 31 Mar, 23 | 94.91% | 1.05% |
| 31 Dec, 22 | 95.24% | 1.07% |
| 30 Sep, 22 | 94.53% | 0.75% |
| 30 Jun, 22 | 112.25% | 3169413026.32% |
| 31 Mar, 22 | 0.00% | 63288.24% |
| 31 Dec, 21 | 0.00% | 59688.24% |
| 30 Sep, 21 | 0.00% | 58741.18% |
| 30 Jun, 21 | 0.00% | - |
| 30 Jun, 20 | 0.09% | - |
As of 30 Jun 24, QuidelOrtho is held by 31.03% institutional shareholders, representing a 0.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 62 | -50.00% |
| 31 Mar, 24 | 124 | -16.78% |
| 31 Dec, 23 | 149 | 26.27% |
| 30 Sep, 23 | 118 | -13.24% |
| 30 Jun, 23 | 136 | -8.72% |
| 31 Mar, 23 | 149 | -22.40% |
| 31 Dec, 22 | 192 | 13.61% |
| 30 Sep, 22 | 169 | -49.85% |
| 30 Jun, 22 | 337 | 33600.00% |
| 31 Mar, 22 | 1 | - |
| 31 Dec, 21 | 1 | - |
| 30 Sep, 21 | - | -100.00% |
| 30 Jun, 21 | 1 | - |
| 30 Jun, 20 | 1 | - |
62 institutional shareholders have increased their position in QDEL stock as of 30 Jun 24 compared to 124 in the previous quarter (a -50.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 32 | -67.01% |
| 31 Mar, 24 | 97 | -10.19% |
| 31 Dec, 23 | 108 | -21.74% |
| 30 Sep, 23 | 138 | 20.00% |
| 30 Jun, 23 | 115 | 1.77% |
| 31 Mar, 23 | 113 | 0.89% |
| 31 Dec, 22 | 112 | 10.89% |
| 30 Sep, 22 | 101 | - |
| 30 Jun, 22 | - | - |
| 31 Mar, 22 | - | - |
| 31 Dec, 21 | - | - |
| 30 Sep, 21 | - | - |
| 30 Jun, 21 | - | - |
| 30 Jun, 20 | - | - |
32 institutional shareholders have reduced their position in QDEL stock as of 30 Jun 24 compared to 97 in the previous quarter (a -67.01% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 119 | -57.65% | 20,758,015 | -67.82% | 31.03% | 0.33% | 62 | -50.00% | 32 | -67.01% |
| 31 Mar, 24 | 281 | -11.64% | 64,506,562 | -2.38% | 96.42% | 0.99% | 124 | -16.78% | 97 | -10.19% |
| 31 Dec, 23 | 318 | 1.92% | 66,077,310 | 4.00% | 98.92% | 1.10% | 149 | 26.27% | 108 | -21.74% |
| 30 Sep, 23 | 312 | -3.11% | 63,533,155 | 1.49% | 94.97% | 1.08% | 118 | -13.24% | 138 | 20.00% |
| 30 Jun, 23 | 322 | -4.73% | 62,600,672 | -0.97% | 93.71% | 1.04% | 136 | -8.72% | 115 | 1.77% |
| 31 Mar, 23 | 338 | -6.89% | 63,211,589 | 0.10% | 94.91% | 1.05% | 149 | -22.40% | 113 | 0.89% |
| 31 Dec, 22 | 363 | 12.73% | 63,146,030 | -0.15% | 95.24% | 1.07% | 192 | 13.61% | 112 | 10.89% |
| 30 Sep, 22 | 322 | -8.78% | 63,243,182 | 7.94% | 94.53% | 0.75% | 169 | -49.85% | 101 | - |
| 30 Jun, 22 | 353 | 17550.00% | 58,592,220 | 7502104.87% | 112.25% | 3169413026.32% | 337 | 33600.00% | - | - |
| 31 Mar, 22 | 2 | - | 781 | 7.13% | 0.00% | 63288.24% | 1 | - | - | - |
| 31 Dec, 21 | 2 | 100.00% | 729 | 0.55% | 0.00% | 59688.24% | 1 | - | - | - |
| 30 Sep, 21 | 1 | - | 725 | - | 0.00% | 58741.18% | - | -100.00% | - | - |
| 30 Jun, 21 | 1 | - | 725 | - | 0.00% | - | 1 | - | - | - |
| 30 Jun, 20 | 1 | - | 40,765 | - | 0.09% | - | 1 | - | - | - |
QuidelOrtho Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of QuidelOrtho's stock was made by Carlyle Group Inc. on Aug 13 2024, selling 6,344 shares at $40.81 per share (valued at $258.88K).
QuidelOrtho Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 76 | 2.63% |
| Q2 2024 | 43 | 56 | 76.79% |
| Q1 2024 | 42 | 48 | 87.50% |
| Q4 2023 | 5 | 9 | 55.56% |
| Q3 2023 | 4 | 8 | 50.00% |
| Q2 2023 | 50 | 38 | 131.58% |
| Q1 2023 | 37 | 43 | 86.05% |
| Q4 2022 | 6 | 11 | 54.55% |
| Q3 2022 | 7 | 9 | 77.78% |
| Q2 2022 | 145 | 109 | 133.03% |
| Q1 2022 | 51 | 49 | 104.08% |
| Q4 2021 | 7 | 8 | 87.50% |
| Q3 2021 | 7 | 12 | 58.33% |
| Q2 2021 | 44 | 20 | 220.00% |
| Q1 2021 | 70 | 81 | 86.42% |
| Q4 2020 | 10 | 15 | 66.67% |
| Q3 2020 | 25 | 24 | 104.17% |
| Q2 2020 | 47 | 32 | 146.88% |
| Q1 2020 | 38 | 19 | 200.00% |
| Q4 2019 | 16 | 22 | 72.73% |
2 total buy trades, and 76 total sell trades (buy/sell ratio of 0.03%) were made by QuidelOrtho's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 73 | - |
| Q2 2024 | - | 28 | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | 1 | 6 | 16.67% |
| Q4 2020 | - | 4 | - |
| Q3 2020 | 7 | 4 | 175.00% |
| Q2 2020 | 1 | 10 | 10.00% |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | 8 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 73 open market sell trades of QuidelOrtho's stocks.
QuidelOrtho Peer Ownership
| Ticker | Company |
|---|---|
| MASI | Masimo Corporation |
| BRKR | Bruker Corporation |
| LUNG | Pulmonx Corporation |
| PODD | Insulet Corporation |
| NPCE | NeuroPace, Inc. |
| LIVN | LivaNova PLC |
| PEN | Penumbra, Inc. |
| KIDS | OrthoPediatrics Corp. |
| STE | STERIS plc |
| SIBN | SI-BONE, Inc. |
| DXCM | DexCom, Inc. |
| GKOS | Glaukos Corporation |
| NARI | Inari Medical, Inc. |
| TNDM | Tandem Diabetes Care, Inc. |
| INSP | Inspire Medical Systems, Inc. |
| SWAV | ShockWave Medical, Inc. |
| CNMD | CONMED Corporation |
QDEL Ownership FAQ
Who Owns QuidelOrtho?
QuidelOrtho is owned by institutional shareholders (31.03%), insiders (1.45%), and public (67.52%). The largest institutional shareholder of QuidelOrtho is CARLYLE GROUP INC. (17.22% of total shares) and the top mutual fund owner is ALGER FUNDS (1.39% of total shares).
Who are the major institutional shareholders of QuidelOrtho?
QuidelOrtho's major institutional shareholders are CARLYLE GROUP INC., T. ROWE PRICE INVESTMENT MANAGEMENT, INC., BLACKROCK INC., VANGUARD GROUP INC, and RUBRIC CAPITAL MANAGEMENT LP. The top five shareholders own together 51.48% of the company's share outstanding.
How many QuidelOrtho shareholders are there?
As of Jun 2024, there are 119 institutional shareholders of QuidelOrtho.
What percentage of QuidelOrtho is owned by CARLYLE GROUP INC?
CARLYLE GROUP INC owns 11.52M shares of QuidelOrtho, representing 17.22% of the company's total shares outstanding, valued at $382.72M (as of Jun 2024).
What percentage of QuidelOrtho is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
As of Jun 2024, T. ROWE PRICE INVESTMENT MANAGEMENT, INC holds 9.49M shares of QuidelOrtho (QDEL), compromising 14.19% of the company, valued at $315.42M.
What percentage of QuidelOrtho is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of QuidelOrtho. The company owns 4.89M of the company's shares outstanding (worth $162.58M).