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Quest Diagnostics
DGX

517 hedge funds and large institutions have $11.9B invested in Quest Diagnostics in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 180 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 43

88% more funds holding in top 10

Funds holding in top 10: 8 → 15 (+7)

35% more capital invested

Capital invested by funds: $8.81B → $11.9B (+$3.1B)

7% more funds holding

Funds holding: 485 → 517 (+32)

5% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 172

1.55% less ownership

Funds ownership: 101.82% → 100.27% (-1.5%)

75% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $250M

Holders
517
Holders Change
+32
Holders Change %
+6.6%
% of All Funds
13.79%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.4%
New
83
Increased
180
Reduced
172
Closed
43
Calls
$62.4M
Puts
$250M
Net Calls
-$188M
Net Calls Change
-$104M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$149M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$111M
3
Capital International Investors
Capital International Investors
California
+$88M
4
Millennium Management
Millennium Management
New York
+$76.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$53.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$283M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
3
T
TOBAM
France
-$109M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$53.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
276
Roberts, Glore & Co
Illinois
$1.12M -$11.7K -185 -1%
AIP
277
Ameritas Investment Partners
Nebraska
$1.09M +$492K +7,800 +92%
FSA
278
Financial Sense Advisors
California
$1.08M +$1.02M +16,145 New
WGCA
279
Wolf Group Capital Advisors
Virginia
$1.07M -$113K -1,790 -10%
MOACM
280
Mutual of America Capital Management
New York
$1.05M +$12.9K +204 +1%
ICM
281
Intrepid Capital Management
Florida
$1.03M -$486K -7,700 -33%
Calamos Advisors
282
Calamos Advisors
Illinois
$1.01M +$4.92K +78 +0.5%
CA
283
Continental Advisors
Utah
$1.01M -$63.1K -1,000 -6%
AAIM
284
American Assets Investment Management
California
$1.01M – – –
CB
285
Commerce Bank
Missouri
$1M +$74.4K +1,179 +9%
ST
286
Spot Trading
Illinois
$1M +$366K +5,793 +64%
CPIM
287
Columbia Partners Investment Management
Virginia
$991K +$933K +14,787 New
GL
288
GLG LLC
New York
$984K – – –
VAM
289
Verity Asset Management
North Carolina
$980K +$923K +14,628 New
M&T Bank
290
M&T Bank
New York
$968K -$185K -2,931 -17%
Zurich Cantonal Bank
291
Zurich Cantonal Bank
Switzerland
$962K +$189K +3,000 +26%
VAM
292
Visium Asset Management
New York
$959K -$343K -5,441 -28%
MIM
293
Montgomery Investment Management
Maryland
$951K +$260K +4,120 +41%
Nomura Holdings
294
Nomura Holdings
Japan
$950K +$530K +8,407 +145%
SNT
295
Security National Trust
West Virginia
$945K -$41.3K -655 -4%
Capital Fund Management (CFM)
296
Capital Fund Management (CFM)
France
$940K +$885K +14,020 New
SI
297
Stephens Inc
Arkansas
$935K +$38K +602 +5%
D.E. Shaw & Co
298
D.E. Shaw & Co
New York
$924K +$870K +13,782 New
TSWM
299
Triangle Securities Wealth Management
North Carolina
$921K +$83.6K +1,325 +11%
VIA
300
Vident Investment Advisory
Georgia
$903K +$849K +13,461 New
10 11
12
13 14

DGX Hedge Fund Activity: Q4 2014 in Review

517 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2014, worth a combined $11.9B — up 35% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DGX positions and 43 closed out — a net gain of 40 holders — while 180 added to existing stakes and 172 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $149M. The largest seller was Bank of America, cutting an estimated $283M.

  • 517 institutional investors held Quest Diagnostics (DGX) as of Q4 2014, up from 485 in Q3 2014.
  • Funds reported $11.9B of Quest Diagnostics stock for Q4 2014, up 35% quarter-over-quarter.
  • 83 funds opened new Quest Diagnostics positions in Q4 2014 and 43 closed out, a net change of +40 holders.
  • The largest Quest Diagnostics buyer in Q4 2014 was Citadel Advisors, an estimated $149M added.
  • The largest Quest Diagnostics seller in Q4 2014 was Bank of America, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2014.