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Quest Diagnostics

826 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $176M | Put options by funds: $78.3M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $12B → $13.7B (+$1.7B)

4% more funds holding

Funds holding: 794826 (+32)

0.8% more ownership

Funds ownership: 87.73%88.54% (+0.8%)

23% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 330

Holders
826
Holders Change
+32
Holders Change %
+4.03%
% of All Funds
12.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
108
Increased
253
Reduced
330
Closed
64
Calls
$176M
Puts
$78.3M
Net Calls
+$97.7M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
226
USS Investment Management
United Kingdom
$2.85M -$785K -5,974 -22%
BCV
227
Banque Cantonale Vaudoise
Switzerland
$2.84M +$940K +7,150 +53%
DWP
228
Daymark Wealth Partners
Ohio
$2.83M +$71K +540 +3%
Schroder Investment Management Group
229
Schroder Investment Management Group
United Kingdom
$2.82M -$933K -7,099 -26%
BCI
230
Brinker Capital Investments
Pennsylvania
$2.78M -$163K -1,237 -6%
OPS
231
Orion Portfolio Solutions
Nebraska
$2.78M -$163K -1,237 -6%
Wealthfront Advisers
232
Wealthfront Advisers
California
$2.77M +$224K +1,704 +9%
Verition Fund Management
233
Verition Fund Management
Connecticut
$2.77M -$1.07M -8,127 -29%
CNB
234
Czech National Bank
Czech Republic
$2.72M +$9.86K +75 +0.4%
URS
235
Utah Retirement Systems
Utah
$2.67M +$13.1K +100 +0.5%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$2.64M +$45.2K +344 +2%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$2.64M -$155K -1,176 -6%
OAM
238
Occidental Asset Management
California
$2.64M +$9.6K +73 +0.4%
NMM
239
Naples Money Management
Florida
$2.62M +$2.5M +19,000 New
TFA
240
Toth Financial Advisory
Virginia
$2.59M -$2.23K -17 -0.1%
DPAM
241
Degroof Petercam Asset Management
Belgium
$2.57M +$2.45M +18,655 New
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$2.51M +$30.5K +232 +1%
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$2.5M -$2.36M -17,962 -50%
PWM
244
Palumbo Wealth Management
New York
$2.49M -$25.2K -192 -1%
State of Tennessee, Department of Treasury
245
State of Tennessee, Department of Treasury
Tennessee
$2.49M
MC
246
Moors & Cabot
Massachusetts
$2.49M +$34.2K +260 +1%
Wealth Enhancement Advisory Services
247
Wealth Enhancement Advisory Services
Minnesota
$2.46M +$1.16M +8,820 +98%
TAF
248
Tredje AP-fonden
Sweden
$2.45M -$94.8K -721 -4%
SFA
249
Sequoia Financial Advisors
Ohio
$2.44M +$2.33M +17,704 New
NYLIM
250
New York Life Investment Management
New York
$2.43M +$3.29K +25 +0.1%

DGX Hedge Fund Activity: Q4 2023 in Review

826 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2023, worth a combined $13.7B — up 14% from $12B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DGX positions and 64 closed out — a net gain of 44 holders — while 253 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $106M.

  • 826 institutional investors held Quest Diagnostics (DGX) as of Q4 2023, up from 794 in Q3 2023.
  • Funds reported $13.7B of Quest Diagnostics stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Quest Diagnostics positions in Q4 2023 and 64 closed out, a net change of +44 holders.
  • The largest Quest Diagnostics buyer in Q4 2023 was Morgan Stanley, an estimated $276M added.
  • The largest Quest Diagnostics seller in Q4 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.