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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, Q3 2021

Institutional positions in Ortho Clinical Diagnostics Holdings plc as of Sep 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
140
+35 vs. Q2 2021
Shares held
233.4M
+2.66M (+1.2%) vs. Q2 2021
Total value
$4.31B
−$614.2M (−12.5%) vs. Q2 2021
New holders
38
71 more added
Sold out
3
22 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 140 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 heldQ3 2021: $4.31B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Ortho Clinical Diagnostics Holdings plc; share changes are against Q2 2021.

Institutions holding OCDX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carlyle Group Inc.118,106,000$2.18B17.27%−25,300,000−17.6%Reduced
Price T Rowe Associates Inc19,865,900$367.1M0.03%+4,069,037+25.8%Added
Vanguard Group Inc10,979,683$202.9M0.01%+3,147,462+40.2%Added
Janus Henderson Group PLC8,238,086$152.2M0.07%+1,873,161+29.4%Added
BlackRock Inc.7,086,739$131.0M0.00%+953,422+15.5%Added
Shapiro Capital Management LLC6,715,631$124.1M2.32%+1,149,050+20.6%Added
JPMorgan Chase & Co5,589,124$103.3M0.01%+250,949+4.7%Added
Lazard Asset Management LLC3,439,481$63.6M0.07%+892,645+35.0%Added
Alyeska Investment Group, L.P.3,032,329$56.0M0.69%+596,140+24.5%Added
Boston Partners2,839,767$53.0M0.07%−27,145−0.9%Reduced
Geode Capital Management, LLC2,468,318$45.6M0.01%+960,962+63.8%Added
State Street Corp2,400,577$44.4M0.00%+293,821+13.9%Added
Avidity Partners Management LP2,398,000$44.3M1.13%+2,398,000New
Armistice Capital, LLC2,300,000$42.5M1.05%+628,000+37.6%Added
Balyasny Asset Management LLC2,280,920$42.2M0.20%+1,828,955+404.7%Added
Macquarie Group Ltd1,894,261$35.0M0.03%+427,291+29.1%Added
Eaton Vance Management1,834,296$33.9M0.05%+1,445,300+371.5%Added
Cramer Rosenthal McGlynn LLC1,824,000$33.7M1.15%+140,800+8.4%Added
American Century Companies Inc1,804,356$33.3M0.02%+19,077+1.1%Added
Pictet Asset Management SA1,715,855$31.7M0.04%+1,715,855New
Polar Asset Management Partners Inc.1,697,207$31.4M0.37%+422,011+33.1%Added
Lord, Abbett & Co. LLC1,294,119$23.9M0.06%−41,229−3.1%Reduced
Nuveen Asset Management, LLC1,289,298$23.8M0.01%+392,764+43.8%Added
Sectoral Asset Management Inc1,118,170$20.7M1.72%−168,580−13.1%Reduced
Northern Trust Corp1,084,500$20.0M0.00%+151,216+16.2%Added
Invesco Ltd.1,029,189$19.0M0.00%+155,296+17.8%Added
Blackstone Group Inc.1,000,000$18.5M0.04%+1,000,000New
Eversept Partners, LP914,986$16.9M1.36%−479,298−34.4%Reduced
Charles Schwab Investment Management Inc893,801$16.5M0.01%+271,220+43.6%Added
Jennison Associates LLC882,568$16.3M0.01%+151,120+20.7%Added
Norges Bank875,233$16.2M0.00%+309,760+54.8%Added
TD Asset Management Inc817,770$15.1M0.02%+163,018+24.9%Added
Ghisallo Capital Management LLC776,864$14.4M0.55%+350,000+82.0%Added
Point72 Asset Management, L.P.754,667$13.9M0.07%+30,912+4.3%Added
Royce & Associates LP702,868$13.0M0.10%−181,132−20.5%Reduced
Fiera Capital Corp694,590$12.8M0.03%+197,171+39.6%Added
Islet Management, LP603,813$11.2M0.54%+603,813New
Brookfield Asset Management Inc.584,101$10.8M0.04%+358,644+159.1%Added
Millennium Management LLC562,489$10.4M0.01%−275,544−32.9%Reduced
Pura Vida Investments, LLC550,000$10.2M0.77%+550,000New
Bank of New York Mellon Corp417,978$7.72M0.00%+90,921+27.8%Added
Morgan Stanley353,712$6.54M0.00%+89,978+34.1%Added
Magnetar Financial LLC337,668$6.24M0.06%+337,668New
Goldman Sachs Group Inc327,247$6.05M0.00%+264,162+418.7%Added
Voya Investment Management LLC323,561$5.98M0.01%−69,947−17.8%Reduced
Prudential Financial Inc286,853$5.30M0.01%+190,452+197.6%Added
Nicholas Company, Inc.285,160$5.27M0.09%+285,160New
Fred Alger Management, LLC250,000$4.62M0.01%+250,000New
Schonfeld Strategic Advisors LLC246,188$4.55M0.05%+38,841+18.7%Added
Federated Hermes, Inc.245,350$4.53M0.01%+128,790+110.5%Added
UBS Group AG244,592$4.52M0.00%+57,987+31.1%Added
Deutsche Bank AG218,389$4.04M0.00%+59,428+37.4%Added
Swiss National Bank217,000$4.01M0.00%+10,000+4.8%Added
D. E. Shaw & Co., Inc.205,905$3.81M0.00%+188,755+1,100.6%Added
Alliancebernstein L.P.197,639$3.65M0.00%+32,433+19.6%Added
Putnam Investments LLC186,347$3.44M0.01%00.0%Unchanged
Pinz Capital Management, LP180,200$3.33M1.51%+180,200New
Monashee Investment Management LLC180,000$3.33M0.62%+180,000New
Wells Fargo & Company169,331$3.13M0.00%−1,312,151−88.6%Reduced
California State Teachers Retirement System136,957$2.53M0.00%+15,005+12.3%Added
Caas Capital Management LP126,309$2.33M0.18%+126,309New
Brant Point Investment Management LLC125,402$2.32M0.43%−29,598−19.1%Reduced
Rokos Capital Management LLP123,363$2.32M0.35%+93,363+311.2%Added
SEI Investments Co124,363$2.29M0.00%+35,478+39.9%Added
John G Ullman & Associates Inc122,519$2.26M0.31%+122,519New
Bank of America Corp117,424$2.17M0.00%−41,009−25.9%Reduced
Voloridge Investment Management, LLC115,504$2.13M0.01%+115,504New
Rhumbline Advisers105,471$1.95M0.00%+15,429+17.1%Added
Anchorage Capital Group, L.L.C.100,000$1.85M0.12%+100,000New
DLD Asset Management, LP100,000$1.85M0.15%+100,000New
Citadel Advisors LLC94,023$1.74M0.00%−45,918−32.8%Reduced
Legal & General Group Plc85,355$1.58M0.00%+32,189+60.5%Added
ETF Managers Group, LLC85,856$1.57M0.03%+16,549+23.9%Added
First Trust Advisors LP84,390$1.56M0.00%−36,690−30.3%Reduced
Laurion Capital Management LP77,137$1.43M0.02%−39,041−33.6%Reduced
UBS Asset Management Americas Inc75,756$1.40M0.00%+4,484+6.3%Added
Jane Street Group, LLC72,759$1.34M0.00%+35,040+92.9%Added
Stifel Financial Corp72,475$1.34M0.00%00.0%Unchanged
New York State Common Retirement Fund71,142$1.31M0.00%−5,107−6.7%Reduced
Occudo Quantitative Strategies LP70,093$1.29M0.16%+57,267+446.5%Added
Man Group plc69,496$1.28M0.00%+3,208+4.8%Added
Cinctive Capital Management LP66,930$1.24M0.07%−114,652−63.1%Reduced
Boothbay Fund Management, LLC66,876$1.24M0.05%+66,876New
Parametric Portfolio Associates LLC63,587$1.18M0.00%+16,090+33.9%Added
American International Group, Inc.60,588$1.12M0.01%+11,001+22.2%Added
Credit Suisse AG59,090$1.09M0.00%+3,768+6.8%Added
Manufacturers Life Insurance Company, The54,753$1.01M0.00%+7,107+14.9%Added
Allstate Corp53,950$997.0K0.04%+8,929+19.8%Added
Hillsdale Investment Management Inc.51,600$954.0K0.07%00.0%Unchanged
Two Sigma Investments, LP41,683$770.0K0.00%+41,683New
SG Americas Securities, LLC40,500$748.0K0.00%+40,500New
MetLife Investment Management39,552$730.9K0.01%+4,136+11.7%Added
Renaissance Technologies LLC38,300$708.0K0.00%−186,000−82.9%Reduced
Tudor Investment Corp Et Al37,989$702.0K0.01%+17,269+83.3%Added
Walleye Capital LLC36,446$674.0K0.02%+36,446New
Quantbot Technologies LP36,076$666.0K0.05%+36,076New
ClariVest Asset Management LLC33,733$624.0K0.02%−1,462−4.2%Reduced
Panagora Asset Management Inc33,222$614.0K0.00%00.0%Unchanged
Twinbeech Capital LP31,099$575.0K0.04%+31,099New
Metropolitan Life Insurance Co29,924$553.0K0.01%+29,924New