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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, Q4 2021

Institutional positions in Ortho Clinical Diagnostics Holdings plc as of Dec 31, 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
162
+24 vs. Q3 2021
Shares held
234.1M
+712.1K (+0.3%) vs. Q3 2021
Total value
$5.01B
+$693.4M (+16.1%) vs. Q3 2021
New holders
48
65 more added
Sold out
24
44 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 162 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 heldQ4 2021: $5.01B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Ortho Clinical Diagnostics Holdings plc; share changes are against Q3 2021.

Institutions holding OCDX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carlyle Group Inc.118,106,000$2.53B26.25%00.0%Unchanged
Price T Rowe Associates Inc19,981,658$427.4M0.04%+115,758+0.6%Added
Vanguard Group Inc11,078,724$237.0M0.01%+99,041+0.9%Added
BlackRock Inc.8,732,078$186.8M0.00%+1,645,339+23.2%Added
Janus Henderson Group PLC8,068,533$172.6M0.07%−169,553−2.1%Reduced
JPMorgan Chase & Co6,941,490$148.5M0.02%+1,352,366+24.2%Added
Shapiro Capital Management LLC5,947,831$127.2M2.32%−767,800−11.4%Reduced
Versor Investments LP4,413,952$94.4M2.85%+4,395,806+24,224.7%Added
Lazard Asset Management LLC3,758,589$80.4M0.09%+319,108+9.3%Added
Boston Partners2,809,591$59.7M0.07%−30,176−1.1%Reduced
State Street Corp2,648,633$56.7M0.00%+248,056+10.3%Added
Geode Capital Management, LLC2,488,314$53.2M0.01%+19,996+0.8%Added
Pictet Asset Management SA2,088,359$44.7M0.04%+372,504+21.7%Added
Avidity Partners Management LP1,790,000$38.3M0.81%−608,000−25.4%Reduced
Magnetar Financial LLC1,775,334$38.0M0.38%+1,437,666+425.8%Added
Cramer Rosenthal McGlynn LLC1,773,481$37.9M1.22%−50,519−2.8%Reduced
Macquarie Group Ltd1,676,878$35.9M0.03%−217,383−11.5%Reduced
Nuveen Asset Management, LLC1,618,743$34.6M0.01%+329,445+25.6%Added
Eaton Vance Management1,481,654$31.7M0.04%−352,642−19.2%Reduced
Balyasny Asset Management LLC1,435,609$30.7M0.13%−845,311−37.1%Reduced
TD Asset Management Inc1,324,694$28.3M0.02%+506,924+62.0%Added
Jennison Associates LLC1,216,729$26.0M0.02%+334,161+37.9%Added
Norges Bank1,168,691$25.0M0.01%+293,458+33.5%Added
Northern Trust Corp1,140,935$24.4M0.00%+56,435+5.2%Added
Armistice Capital, LLC1,096,000$23.4M0.57%−1,204,000−52.3%Reduced
Goldman Sachs Group Inc1,003,947$21.5M0.01%+676,700+206.8%Added
Eversept Partners, LP886,140$19.0M1.58%−28,846−3.2%Reduced
Sectoral Asset Management Inc870,347$18.6M2.80%−247,823−22.2%Reduced
Charles Schwab Investment Management Inc818,647$17.5M0.01%−75,154−8.4%Reduced
Alpine Associates Management Inc.732,800$15.7M0.59%+732,800New
Fiera Capital Corp730,156$15.6M0.04%+35,566+5.1%Added
American Century Companies Inc668,237$14.3M0.01%−1,136,119−63.0%Reduced
TIG Advisors, LLC643,439$13.8M0.69%+643,439New
Polar Asset Management Partners Inc.637,175$13.6M0.16%−1,060,032−62.5%Reduced
Fred Alger Management, LLC504,853$10.8M0.03%+254,853+101.9%Added
Bank of New York Mellon Corp484,813$10.4M0.00%+66,835+16.0%Added
Royce & Associates LP449,168$9.61M0.07%−253,700−36.1%Reduced
Nicholas Company, Inc.408,905$8.75M0.14%+123,745+43.4%Added
Blackstone Group Inc.400,000$8.56M0.02%−600,000−60.0%Reduced
CNH Partners LLC393,041$8.41M0.25%+393,041New
Crabel Capital Management, LLC356,803$7.63M1.37%+356,803New
Ghisallo Capital Management LLC350,000$7.49M0.37%−426,864−54.9%Reduced
Deutsche Bank AG332,301$7.11M0.00%+113,912+52.2%Added
Voya Investment Management LLC314,139$6.72M0.01%−9,422−2.9%Reduced
UBS Group AG264,092$5.65M0.00%+19,500+8.0%Added
Putnam Investments LLC263,966$5.65M0.01%+77,619+41.7%Added
Morgan Stanley259,942$5.56M0.00%−93,770−26.5%Reduced
Swiss National Bank258,700$5.53M0.00%+41,700+19.2%Added
Weiss Multi-Strategy Advisers LLC257,998$5.52M0.13%+257,998New
Prudential Financial Inc255,733$5.47M0.01%−31,120−10.8%Reduced
Endurant Capital Management LP245,484$5.25M1.42%+245,484New
Point72 Asset Management, L.P.240,000$5.13M0.02%−514,667−68.2%Reduced
Voloridge Investment Management, LLC224,671$4.81M0.03%+109,167+94.5%Added
Two Sigma Investments, LP213,142$4.56M0.01%+171,459+411.3%Added
Schonfeld Strategic Advisors LLC207,983$4.45M0.04%−38,205−15.5%Reduced
Wells Fargo & Company205,832$4.40M0.00%+36,501+21.6%Added
John G Ullman & Associates Inc181,332$3.88M0.53%+58,813+48.0%Added
HBK Investments L P180,000$3.85M0.08%+180,000New
Brant Point Investment Management LLC175,000$3.74M0.69%+49,598+39.6%Added
LMR Partners LLP175,000$3.74M0.05%+175,000New
First Trust Advisors LP172,195$3.68M0.00%+87,805+104.0%Added
Private Management Group Inc170,849$3.65M0.15%+170,849New
California State Teachers Retirement System165,270$3.54M0.00%+28,313+20.7%Added
Vestcor Inc150,105$3.21M0.11%+150,105New
Alliancebernstein L.P.148,369$3.17M0.00%−49,270−24.9%Reduced
State of New Jersey Common Pension Fund D138,561$2.96M0.01%+138,561New
Citadel Advisors LLC137,726$2.95M0.00%+43,703+46.5%Added
Tudor Investment Corp Et Al133,436$2.85M0.05%+95,447+251.2%Added
Two Sigma Advisers, LP131,000$2.80M0.01%+131,000New
Bank of America Corp121,058$2.59M0.00%+3,634+3.1%Added
Rhumbline Advisers116,257$2.49M0.00%+10,786+10.2%Added
Legal & General Group Plc108,913$2.33M0.00%+23,558+27.6%Added
Qube Research & Technologies Ltd108,591$2.32M0.02%+87,125+405.9%Added
D. E. Shaw & Co., Inc.108,217$2.31M0.00%−97,688−47.4%Reduced
UBS Asset Management Americas Inc106,909$2.29M0.00%+31,153+41.1%Added
Gabelli Funds LLC105,603$2.26M0.01%+105,603New
Parametric Portfolio Associates LLC103,542$2.21M0.00%+39,955+62.8%Added
Renaissance Technologies LLC100,900$2.16M0.00%+62,600+163.4%Added
Harvest Management LLC90,000$1.93M1.48%+90,000New
Credit Suisse AG89,026$1.90M0.00%+29,936+50.7%Added
Arrowstreet Capital, Limited Partnership88,129$1.89M0.00%+70,829+409.4%Added
Allspring Global Investments Holdings, LLC84,187$1.80M0.00%+84,187New
New York State Common Retirement Fund78,405$1.68M0.00%+7,263+10.2%Added
Alpine Global Management, LLC75,000$1.60M0.24%+75,000New
Engineers Gate Manager LP72,957$1.56M0.07%+53,340+271.9%Added
Stifel Financial Corp72,475$1.55M0.00%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.72,397$1.55M0.21%+72,397New
Susquehanna International Group, LLP71,244$1.52M0.00%+43,178+153.8%Added
ETF Managers Group, LLC71,597$1.52M0.03%−14,259−16.6%Reduced
Brookfield Asset Management Inc.70,000$1.50M0.01%−514,101−88.0%Reduced
American International Group, Inc.64,011$1.37M0.01%+3,423+5.6%Added
Cubist Systematic Strategies, LLC63,287$1.35M0.01%+41,133+185.7%Added
Manufacturers Life Insurance Company, The59,082$1.26M0.00%+4,329+7.9%Added
Invesco Ltd.57,433$1.23M0.00%−971,756−94.4%Reduced
Westwood Holdings Group Inc.56,727$1.21M0.01%+56,727New
Massachusetts Financial Services Co56,189$1.20M0.00%+56,189New
Man Group plc54,981$1.18M0.00%−14,515−20.9%Reduced
Shay Capital LLC54,263$1.16M0.44%+54,263New
Royal Bank of Canada52,856$1.13M0.00%+31,342+145.7%Added
Russell Investments Group, Ltd.52,070$1.11M0.00%+52,070New