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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
CT
301
Coastline Trust
Rhode Island
$1.56M -$14.5K -110 -1%
IIA
302
ICW Investment Advisors
Arizona
$1.55M +$19.5K +148 +1%
CAN
303
Cetera Advisor Networks
California
$1.54M -$298K -2,267 -17%
DCM
304
Dean Capital Management
Kansas
$1.52M +$545K +4,148 +60%
SSI
305
Scott & Selber Inc
Texas
$1.51M -$16.6K -126 -1%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$1.5M +$181K +1,373 +14%
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$1.5M -$256K -1,949 -15%
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$1.49M -$49.7K -378 -3%
CM
309
Churchill Management
California
$1.48M +$1.41M +10,758 New
TWM
310
TriaGen Wealth Management
California
$1.48M -$66.4K -505 -4%
LTAS
311
Linden Thomas Advisory Services
North Carolina
$1.48M +$129K +981 +10%
TI
312
Trexquant Investment
Connecticut
$1.47M +$1.4M +10,683 New
RC
313
Roundview Capital
New Jersey
$1.47M -$29.6K -225 -2%
William Blair & Company
314
William Blair & Company
Illinois
$1.47M -$97.2K -739 -6%
CAM
315
Cozad Asset Management
Illinois
$1.44M -$134K -1,021 -9%
WA
316
Wambolt & Associates
Colorado
$1.42M -$5.79K -44 -0.4%
DILIC
317
Dai-ichi Life Insurance Company
Japan
$1.42M -$52.9K -402 -4%
PCM
318
Parsons Capital Management
Rhode Island
$1.39M -$63.8K -485 -5%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$1.39M +$87.3K +664 +7%
M&T Bank
320
M&T Bank
New York
$1.38M +$326K +2,483 +33%
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$1.37M -$32.6K -248 -2%
TRSOTSOK
322
Teachers Retirement System of the State of Kentucky
Kentucky
$1.36M -$28.9K -220 -2%
Fuller & Thaler Asset Management
323
Fuller & Thaler Asset Management
California
$1.36M +$420K +3,198 +48%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$1.97K -15 -0.2%
SMDAM
325
Sumitomo Mitsui DS Asset Management
Japan
$1.34M +$4.73K +36 +0.4%

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.