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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
Los Angeles Capital Management LLC28,734$531.0K0.00%+28,734New
Susquehanna International Group, LLP28,066$519.0K0.00%+28,066New
Arizona State Retirement System25,596$473.0K0.00%+72+0.3%Added
Bank of Montreal24,538$448.0K0.00%+24,538New
Principal Financial Group Inc23,215$429.0K0.00%+9,067+64.1%Added
Cubist Systematic Strategies, LLC22,154$409.0K0.01%+10,309+87.0%Added
Royal Bank of Canada21,514$398.0K0.00%+13,224+159.5%Added
Qube Research & Technologies Ltd21,466$397.0K0.00%+21,466New
Citigroup Inc20,701$382.0K0.00%+9,665+87.6%Added
Allianz Asset Management GmbH20,298$375.0K0.00%+265+1.3%Added
Engineers Gate Manager LP19,617$363.0K0.02%+19,617New
Versor Investments LP18,146$335.0K0.01%+18,146New
First Eagle Investment Management, LLC17,857$330.0K0.00%+15,400+626.8%Added
Arrowstreet Capital, Limited Partnership17,300$320.0K0.00%−19,000−52.3%Reduced
PDT Partners, LLC16,958$313.0K0.02%+16,958New
Easterly Investment Partners LLC16,891$312.0K0.02%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC15,800$292.0K0.01%+2,800+21.5%Added
Teacher Retirement System of Texas15,102$279.0K0.00%+3,059+25.4%Added
Ameriprise Financial Inc14,738$272.0K0.00%+491+3.4%Added
ProShare Advisors LLC14,187$262.0K0.00%−8,771−38.2%Reduced
Walleye Trading LLC13,424$248.0K0.01%+13,424New
Oppenheimer Asset Management Inc.12,818$237.0K0.00%+12,818New
Dimensional Fund Advisors LP12,043$223.0K0.00%+12,043New
Squarepoint Ops LLC11,980$221.0K0.00%+11,980New
Victory Capital Management Inc11,287$209.0K0.00%−558−4.7%Reduced
ExodusPoint Capital Management, LP10,818$200.0K0.00%−21,113−66.1%Reduced
Schroder Investment Management Group10,344$191.0K0.00%+10,344New
Ameritas Investment Partners, Inc.8,486$157.0K0.01%+1,309+18.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)8,347$152.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)7,937$147.0K0.00%+2,952+59.2%Added
Point72 Hong Kong Ltd7,034$130.0K0.01%+7,034New
Advisor Group Holdings, Inc.3,124$58.0K0.00%+424+15.7%Added
Parkside Financial Bank & Trust3,033$56.0K0.02%+53+1.8%Added
American Portfolios Advisors558$10.3K0.00%00.0%Unchanged
Captrust Financial Advisors261$5.00K0.00%00.0%Unchanged
Arkadios Wealth Advisors250$4.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.270$4.00K0.00%+250+1,250.0%Added
TCI Wealth Advisors, Inc.214$4.00K0.00%+214New
Sonora Investment Management, LLC100$2.00K0.00%+100New
Berman Capital Advisors, LLC71$1.00K0.00%+71New
Davidson Kempner Capital Management LP0$00.00%−707,750−100.0%Sold out
Wellington Management Group LLP0$00.00%−22,919−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−2,714−100.0%Sold out
Pictet Asset Management Ltd––––Not filed