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Quest Diagnostics

834 hedge funds and large institutions have $14.2B invested in Quest Diagnostics in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 270 increasing their positions, 341 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $74.9M | Put options by funds: $40.1M

2.83% more ownership

Funds ownership: 86.97%89.8% (+2.8%)

5% less funds holding

Funds holding: 879834 (-45)

7% less capital invested

Capital invested by funds: $15.2B → $14.2B (-$993M)

21% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 341

35% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 94

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
834
Holders Change
-45
Holders Change %
-5.12%
% of All Funds
13.29%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
61
Increased
270
Reduced
341
Closed
94
Calls
$74.9M
Puts
$40.1M
Net Calls
+$34.8M
Net Calls Change
-$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
301
Meeder Asset Management
Ohio
$1.75M +$1M +7,021 +132%
Public Sector Pension Investment Board (PSP Investments)
302
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.73M -$281K -1,966 -14%
PFO
303
Pathstone Family Office
New Jersey
$1.72M -$2.1M -14,700 -55%
PA
304
Pinnacle Associates
New York
$1.71M -$6.87K -48 -0.4%
AC
305
Arjuna Capital
North Carolina
$1.69M +$1.34M +9,337 +359%
CT
306
Coastline Trust
Rhode Island
$1.69M -$18.6K -130 -1%
FA
307
FDx Advisors
Illinois
$1.68M
HPC
308
HM Payson & Co
Maine
$1.67M -$30K -210 -2%
CIM
309
Caldwell Investment Management
Ontario, Canada
$1.67M
KWM
310
Kingsview Wealth Management
Oregon
$1.65M +$1.18M +8,282 +247%
MCA
311
MSH Capital Advisors
Arizona
$1.63M +$54.8K +383 +3%
KA
312
Kintegral Advisory
New York
$1.63M -$88.4K -618 -5%
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
$1.63M +$266K +1,856 +19%
TWM
314
TriaGen Wealth Management
California
$1.61M -$61.1K -427 -4%
MWM
315
Moran Wealth Management
Florida
$1.59M -$17.6M -122,703 -92%
SSI
316
Scott & Selber Inc
Texas
$1.58M +$3.72K +26 +0.2%
Cerity Partners
317
Cerity Partners
New York
$1.56M -$21.9K -153 -2%
RIM
318
Redwood Investment Management
Arizona
$1.55M +$220K +1,537 +16%
EFI
319
EHP Funds Inc
Canada
$1.55M -$2.86K -20 -0.2%
ST
320
Somerset Trust
Pennsylvania
$1.55M -$46.1K -322 -3%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$1.54M
PVI
322
Pine Valley Investments
New Jersey
$1.52M +$1.63M +11,375 New
DILIC
323
Dai-ichi Life Insurance Company
Japan
$1.51M -$1.43M -10,000 -48%
RC
324
Roundview Capital
New Jersey
$1.5M +$14.6K +102 +1%
IIA
325
ICW Investment Advisors
Arizona
$1.49M +$43.6K +305 +3%