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Quest Diagnostics

814 hedge funds and large institutions have $14.9B invested in Quest Diagnostics in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$142M)

0.3% more ownership

Funds ownership: 86.81%87.11% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 817814 (-3)

0% less call options, than puts

Call options by funds: $136M | Put options by funds: $137M

Holders
814
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
14.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
293
Reduced
282
Closed
62
Calls
$136M
Puts
$137M
Net Calls
-$619K
Net Calls Change
-$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
276
Vontobel Holding
Switzerland
$2.21M +$524K +4,000 +32%
BMSSC
277
B. Metzler seel. Sohn & Co
Germany
$2.2M -$466K -3,556 -18%
MCG
278
MACRO Consulting Group
New Jersey
$2.19M -$73.7K -563 -3%
WFWM
279
Wechter Feldman Wealth Management
New Jersey
$2.19M
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.16M -$42.3K -323 -2%
AW
281
ACG Wealth
Georgia
$2.11M +$579K +4,421 +38%
MLICM
282
Metropolitan Life Insurance Company (MetLife)
New York
$2.1M -$79.3K -606 -4%
Voloridge Investment Management
283
Voloridge Investment Management
Florida
$2.06M -$39.2M -299,292 -95%
APP
284
Alpha Paradigm Partners
Illinois
$2M -$7.46K -57 -0.4%
KAS
285
Kestra Advisory Services
Texas
$1.99M +$18.7K +143 +1%
TA
286
Tamarack Advisers
California
$1.98M -$17.7M -135,000 -90%
EWA
287
EP Wealth Advisors
California
$1.96M -$520K -3,970 -21%
OAM
288
Occidental Asset Management
California
$1.95M +$123K +937 +7%
MC
289
Moors & Cabot
Massachusetts
$1.94M +$1.93M +14,717 New
William Blair & Company
290
William Blair & Company
Illinois
$1.93M +$300K +2,289 +19%
ECM
291
ExodusPoint Capital Management
New York
$1.92M +$360K +2,749 +23%
US Bancorp
292
US Bancorp
Minnesota
$1.9M +$18.2K +139 +1%
DLCIG
293
D.L. Carlson Investment Group
New Hampshire
$1.86M -$30.8K -235 -2%
Cambridge Investment Research Advisors
294
Cambridge Investment Research Advisors
Iowa
$1.85M +$41.6K +318 +2%
Assenagon Asset Management
295
Assenagon Asset Management
Luxembourg
$1.82M +$79.2K +605 +5%
RBA
296
Richard Bernstein Advisors
New York
$1.81M
HPC
297
HM Payson & Co
Maine
$1.77M
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$255K +1,949 +17%
MIM
299
Miller Investment Management
Pennsylvania
$1.74M +$71.7K +548 +4%
WG
300
Winton Group
United Kingdom
$1.73M -$630K -4,812 -27%

DGX Hedge Fund Activity: Q2 2021 in Review

814 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2021, worth a combined $14.9B — up 0.96% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DGX positions and 62 closed out — a net gain of 5 holders — while 293 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $129M.

  • 814 institutional investors held Quest Diagnostics (DGX) as of Q2 2021, down from 817 in Q1 2021.
  • Funds reported $14.9B of Quest Diagnostics stock for Q2 2021, up 0.96% quarter-over-quarter.
  • 67 funds opened new Quest Diagnostics positions in Q2 2021 and 62 closed out, a net change of +5 holders.
  • The largest Quest Diagnostics buyer in Q2 2021 was Morgan Stanley, an estimated $74.3M added.
  • The largest Quest Diagnostics seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.