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Quest Diagnostics
DGX

558 hedge funds and large institutions have $11.2B invested in Quest Diagnostics in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $37.9M | Put options by funds: $23.6M

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

21% more capital invested

Capital invested by funds: $9.29B → $11.2B (+$1.95B)

3.82% more ownership

Funds ownership: 93.85% → 97.66% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 197

0% more funds holding

Funds holding: 557 → 558 (+1)

Holders
558
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
14.89%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
52
Increased
205
Reduced
197
Closed
41
Calls
$37.9M
Puts
$23.6M
Net Calls
+$14.3M
Net Calls Change
+$1.29M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$685M
2
Victory Capital Management
Victory Capital Management
Texas
+$95.2M
3
American Century Companies
American Century Companies
Missouri
+$77.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$74.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$54.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$229M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$188M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$70.2M
4
HM
HealthCor Management
New York
-$53.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
351
Amalgamated Bank
New York
$572K +$116K +1,520 +30%
CONA
352
Capital One National Association
New York
$568K +$93.2K +1,224 +21%
FWCM
353
Ferguson Wellman Capital Management
Oregon
$562K +$228K +3,000 +77%
RA
354
Rational Advisors
New York
$554K – – –
TSWM
355
Triangle Securities Wealth Management
North Carolina
$548K -$411K -5,397 -44%
Nordea Investment Management
356
Nordea Investment Management
Sweden
$544K – – –
JG
357
Jefferies Group
New York
$539K -$255K -3,355 -34%
FA
358
FDx Advisors
Illinois
$537K -$65.5K -860 -12%
CYG
359
Clean Yield Group
Vermont
$537K +$503K +6,600 New
CC
360
Cipher Capital
New York
$531K -$1.22M -16,019 -71%
PAG
361
Private Advisor Group
New Jersey
$525K +$132K +1,727 +36%
CCFCSB
362
Cape Cod Five Cents Savings Bank
Massachusetts
$517K -$56K -735 -10%
RWA
363
River Wealth Advisors
Pennsylvania
$516K -$1.6K -21 -0.3%
BTS
364
BB&T Securities
Virginia
$515K -$228 -3 -0%
DIA
365
Dean Investment Associates
Ohio
$513K -$761 -10 -0.2%
HB
366
Homrich & Berg
Georgia
$511K +$6.02K +79 +1%
HAIM
367
Hunter Associates Investment Management
Pennsylvania
$505K +$15.2K +200 +3%
ACA
368
Anchor Capital Advisors
Massachusetts
$499K -$39.3M -516,561 -99%
GWCM
369
Godshalk Welsh Capital Management
Pennsylvania
$497K -$7.62K -100 -2%
Tudor Investment Corp
370
Tudor Investment Corp
Connecticut
$488K -$59.9K -786 -12%
Brown Advisory
371
Brown Advisory
Maryland
$485K +$146K +1,920 +47%
PA
372
Profund Advisors
Maryland
$479K -$53.5K -703 -11%
AIM
373
Acropolis Investment Management
Missouri
$477K +$7.23K +95 +2%
VKH
374
Virtu KCG Holdings
New York
$469K -$307K -4,030 -41%
KRSITF
375
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$465K -$57K -748 -12%
13 14
15
16 17

DGX Hedge Fund Activity: Q2 2016 in Review

558 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2016, worth a combined $11.2B — up 21% from $9.29B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DGX positions and 41 closed out — a net gain of 11 holders — while 205 added to existing stakes and 197 trimmed.

The largest buyer was Macquarie Group, adding an estimated $685M. The largest seller was T. Rowe Price Associates, cutting an estimated $229M.

  • 558 institutional investors held Quest Diagnostics (DGX) as of Q2 2016, up from 557 in Q1 2016.
  • Funds reported $11.2B of Quest Diagnostics stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new Quest Diagnostics positions in Q2 2016 and 41 closed out, a net change of +11 holders.
  • The largest Quest Diagnostics buyer in Q2 2016 was Macquarie Group, an estimated $685M added.
  • The largest Quest Diagnostics seller in Q2 2016 was T. Rowe Price Associates, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2016.