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Ortho Clinical Diagnostics Holdings plc

OCDXDelisted May 27, 2022
Industry
In Vitro & In Vivo Diagnostic Substances
SEC CIK
0001828443

Ortho Clinical Diagnostics Holdings plc was delisted on May 27, 2022; its insiders filed their last Form 4 on Jun 1, 2022; 170 institutions reported holding it in 13F filings for Q1 2022, worth $4.38B in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Ortho Clinical Diagnostics Holdings plc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
106
+12 vs. Q1 2021
Shares held
231.9M
−1.09M (−0.5%) vs. Q1 2021
Total value
$4.95B
+$457.1M (+10.2%) vs. Q1 2021
New holders
28
36 more added
Sold out
16
36 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OCDX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 106 institutions
Q1 2021: 95 institutionsQ2 2021: 106 institutionsQ3 2021: 140 institutionsQ4 2021: 162 institutionsQ1 2022: 170 institutionsQ2 2022: 1 institutionQ3 2022: 1 institutionQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $4.95B
Q1 2021: $4.52BQ2 2021: $4.95BQ3 2021: $4.31BQ4 2021: $5.01BQ1 2022: $4.38BQ2 2022: $1.00KQ3 2022: $1.00KQ4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding OCDX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20221$1.00K
Q2 20221$1.00K
Q1 2022170$4.38B
Q4 2021162$5.01B
Q3 2021140$4.31B
Q2 2021106$4.95B
Q1 202195$4.52B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Ortho Clinical Diagnostics Holdings plc; share changes are against Q1 2021.

Institutions holding OCDX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carlyle Group Inc.143,406,000$3.07B20.78%00.0%Unchanged
Price T Rowe Associates Inc15,796,863$338.2M0.03%−74,725−0.5%Reduced
Vanguard Group Inc7,832,221$167.7M0.00%+232,353+3.1%Added
Janus Henderson Group PLC6,364,925$136.3M0.06%−721,162−10.2%Reduced
BlackRock Inc.6,133,317$131.3M0.00%−437,491−6.7%Reduced
Shapiro Capital Management LLC5,566,581$119.2M2.07%+1,457,515+35.5%Added
JPMorgan Chase & Co5,338,175$114.3M0.01%+67,109+1.3%Added
Boston Partners2,866,912$61.3M0.08%+144,095+5.3%Added
Lazard Asset Management LLC2,546,836$54.5M0.06%+494,406+24.1%Added
Alyeska Investment Group, L.P.2,436,189$52.2M0.60%−2,248,609−48.0%Reduced
State Street Corp2,106,756$45.1M0.00%+856,287+68.5%Added
American Century Companies Inc1,785,279$38.2M0.03%+296,518+19.9%Added
Cramer Rosenthal McGlynn LLC1,683,200$36.0M1.16%−107,655−6.0%Reduced
Armistice Capital, LLC1,672,000$35.8M0.95%−524,000−23.9%Reduced
Geode Capital Management, LLC1,507,356$32.3M0.00%+48,806+3.3%Added
Wells Fargo & Company1,481,482$31.7M0.01%+130,714+9.7%Added
Macquarie Group Ltd1,466,970$31.4M0.03%+1,466,970New
Eversept Partners, LP1,394,284$29.9M2.76%+19,056+1.4%Added
Lord, Abbett & Co. LLC1,335,348$28.6M0.07%+1,335,348New
Sectoral Asset Management Inc1,286,750$27.5M2.23%−443,750−25.6%Reduced
Polar Asset Management Partners Inc.1,275,196$27.3M0.34%+746,405+141.2%Added
Pictet Asset Management Ltd1,175,237$25.2M0.03%+14,175+1.2%Added
Northern Trust Corp933,284$20.0M0.00%+8,068+0.9%Added
Royce & Associates LP884,000$18.9M0.13%−35,000−3.8%Reduced
Invesco Ltd.873,893$18.7M0.00%+49,226+6.0%Added
Millennium Management LLC838,033$17.9M0.02%+838,033New
Jennison Associates LLC731,448$15.7M0.01%−74,830−9.3%Reduced
Point72 Asset Management, L.P.723,755$15.5M0.08%+237,055+48.7%Added
Davidson Kempner Capital Management LP707,750$15.1M0.12%−416,600−37.1%Reduced
TD Asset Management Inc654,752$14.7M0.01%+49,354+8.2%Added
Charles Schwab Investment Management Inc622,581$13.3M0.00%+60,989+10.9%Added
Norges Bank565,473$12.1M0.00%−45,523−7.5%Reduced
Fiera Capital Corp497,419$10.7M0.03%+86,412+21.0%Added
Balyasny Asset Management LLC451,965$9.68M0.05%−370,631−45.1%Reduced
Ghisallo Capital Management LLC426,864$9.14M0.35%−426,864−50.0%Reduced
Voya Investment Management LLC393,508$8.43M0.02%−69,173−15.0%Reduced
Eaton Vance Management388,996$8.33M0.01%+440+0.1%Added
Bank of New York Mellon Corp327,057$7.00M0.00%+57,249+21.2%Added
Nuveen Asset Management, LLC896,534$6.45M0.00%+13,852+1.6%Added
Morgan Stanley263,734$5.65M0.00%+11,216+4.4%Added
Brookfield Asset Management Inc.225,457$4.83M0.02%−229,589−50.5%Reduced
Renaissance Technologies LLC224,300$4.80M0.01%+224,300New
Schonfeld Strategic Advisors LLC207,347$4.44M0.05%+8,564+4.3%Added
Swiss National Bank207,000$4.43M0.00%+207,000New
UBS Group AG186,605$4.00M0.00%−21,695−10.4%Reduced
Putnam Investments LLC186,347$3.99M0.01%00.0%Unchanged
Cinctive Capital Management LP181,582$3.89M0.21%−134,308−42.5%Reduced
Alliancebernstein L.P.165,206$3.54M0.00%+66,867+68.0%Added
Deutsche Bank AG158,961$3.40M0.00%+26,042+19.6%Added
Bank of America Corp158,433$3.39M0.00%−40,344−20.3%Reduced
Brant Point Investment Management LLC155,000$3.32M0.57%+155,000New
Citadel Advisors LLC139,941$3.00M0.00%−38,757−21.7%Reduced
California State Teachers Retirement System121,952$2.61M0.00%−11,145−8.4%Reduced
First Trust Advisors LP121,080$2.59M0.00%+121,080New
Federated Hermes, Inc.116,560$2.50M0.00%+56,560+94.3%Added
Laurion Capital Management LP116,178$2.49M0.04%−93,822−44.7%Reduced
Prudential Financial Inc96,401$2.06M0.00%+96,401New
Rhumbline Advisers90,042$1.93M0.00%−5,079−5.3%Reduced
SEI Investments Co88,885$1.90M0.00%+23,459+35.9%Added
New York State Common Retirement Fund76,249$1.63M0.00%+50,749+199.0%Added
Stifel Financial Corp72,475$1.55M0.00%−151−0.2%Reduced
UBS Asset Management Americas Inc71,272$1.53M0.00%+71,272New
ETF Managers Group, LLC69,307$1.50M0.02%+689+1.0%Added
Man Group plc66,288$1.42M0.01%+27,471+70.8%Added
Goldman Sachs Group Inc63,085$1.35M0.00%−481,120−88.4%Reduced
Credit Suisse AG55,322$1.19M0.00%+55,322New
Legal & General Group Plc53,166$1.14M0.00%+44,064+484.1%Added
Hillsdale Investment Management Inc.51,600$1.10M0.09%+51,600New
American International Group, Inc.49,587$1.06M0.00%−1,842−3.6%Reduced
Manufacturers Life Insurance Company, The47,646$1.02M0.00%−93−0.2%Reduced
Parametric Portfolio Associates LLC47,497$1.02M0.00%+47,497New
Allstate Corp45,021$963.0K0.03%−4,422−8.9%Reduced
Jane Street Group, LLC37,719$808.0K0.00%+37,719New
Arrowstreet Capital, Limited Partnership36,300$777.0K0.00%+13,200+57.1%Added
MetLife Investment Management35,416$758.3K0.01%00.0%Unchanged
ClariVest Asset Management LLC35,195$753.0K0.03%+35,195New
Panagora Asset Management Inc33,222$711.0K0.00%+33,222New
ExodusPoint Capital Management, LP31,931$684.0K0.01%+31,931New
Rokos Capital Management LLP30,000$641.0K0.03%−270,000−90.0%Reduced
Arizona State Retirement System25,524$546.0K0.00%+25,524New
ProShare Advisors LLC22,958$492.0K0.00%−622−2.6%Reduced
Wellington Management Group LLP22,919$491.0K0.00%+22,919New
Tudor Investment Corp Et Al20,720$444.0K0.01%+10,651+105.8%Added
Allianz Asset Management GmbH20,033$429.0K0.00%+20,033New
D. E. Shaw & Co., Inc.17,150$367.0K0.00%+17,150New
Easterly Investment Partners LLC16,891$362.0K0.04%00.0%Unchanged
Ameriprise Financial Inc14,247$305.0K0.00%−2,257−13.7%Reduced
Principal Financial Group Inc14,148$303.0K0.00%−2,657−15.8%Reduced
Wilbanks Smith & Thomas Asset Management LLC13,000$278.0K0.01%+13,000New
Occudo Quantitative Strategies LP12,826$275.0K0.04%+12,826New
Teacher Retirement System of Texas12,043$258.0K0.00%−7,957−39.8%Reduced
Cubist Systematic Strategies, LLC11,845$254.0K0.00%−72,955−86.0%Reduced
Victory Capital Management Inc11,845$254.0K0.00%−1,078−8.3%Reduced
Citigroup Inc11,036$236.0K0.00%−762−6.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,347$181.0K0.00%+8,347New
Royal Bank of Canada8,290$178.0K0.00%+907+12.3%Added
Ameritas Investment Partners, Inc.7,177$154.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)4,985$107.0K0.00%−1,821−26.8%Reduced
Parkside Financial Bank & Trust2,980$64.0K0.02%+59+2.0%Added
Advisor Group Holdings, Inc.2,700$58.0K0.00%+200+8.0%Added