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Quest Diagnostics
DGX

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: 1 → 2 (+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: 794 → 826 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$276M
2
DSA
Davis Selected Advisers
Arizona
+$131M
3
NI
Nuance Investments
Missouri
+$79.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$49.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$106M
2
LSV Asset Management
LSV Asset Management
Illinois
-$79.6M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
-$53.8M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$50.7M
5
UBS AM
UBS AM
Illinois
-$34.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
276
CIBC World Markets
New York
$2M +$1.09M +8,277 +134%
AIC
277
Aurora Investment Counsel
Georgia
$1.98M +$41.3K +314 +2%
Canada Pension Plan Investment Board
278
Canada Pension Plan Investment Board
Ontario, Canada
$1.97M -$814K -6,195 -30%
MME
279
Meag Munich Ergo
Germany
$1.97M +$1.88M +14,273 New
IWC
280
Integrated Wealth Concepts
Massachusetts
$1.94M +$40.4K +307 +2%
CCM
281
Coldstream Capital Management
Washington
$1.93M +$107K +817 +6%
FF
282
Farrow Financial
Vermont
$1.87M +$1.78M +13,543 New
MIM
283
Miller Investment Management
Pennsylvania
$1.81M – – –
KAS
284
Kestra Advisory Services
Texas
$1.8M +$985K +7,495 +135%
BCIM
285
British Columbia Investment Management
British Columbia, Canada
$1.78M +$365K +2,776 +27%
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$1.72M -$75.2K -572 -4%
VFO
287
Virtus Family Office
Texas
$1.71M +$27.1K +206 +2%
PWP
288
Perfromance Wealth Partners
Illinois
$1.69M -$877K -6,667 -35%
Acadian Asset Management
289
Acadian Asset Management
Massachusetts
$1.68M -$4.91M -37,371 -75%
CB
290
Commerce Bank
Missouri
$1.66M -$20.5K -156 -1%
PA
291
Pinnacle Associates
New York
$1.65M +$9.07K +69 +0.6%
MCA
292
MSH Capital Advisors
Arizona
$1.64M -$7.89K -60 -0.5%
CP
293
Coho Partners
Pennsylvania
$1.63M -$441K -3,356 -22%
CIM
294
Caldwell Investment Management
Ontario, Canada
$1.63M – – –
SP
295
Stablepoint Partners
Massachusetts
$1.62M +$1.55M +11,766 New
HPC
296
HM Payson & Co
Maine
$1.61M -$15.1K -115 -1%
Rafferty Asset Management
297
Rafferty Asset Management
New York
$1.58M -$37.6K -286 -2%
KA
298
Kintegral Advisory
New York
$1.57M -$9.47K -72 -0.6%
CC
299
Centiva Capital
New York
$1.57M +$654K +4,976 +77%
CGH
300
Crossmark Global Holdings
Texas
$1.56M -$12.8M -97,680 -90%
10 11
12
13 14

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.