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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
MIM
376
Montgomery Investment Management
Maryland
$887K -$39.4K -300 -4%
Brown Advisory
377
Brown Advisory
Maryland
$886K -$2.89K -22 -0.3%
PI
378
PineBridge Investments
New York
$876K +$353K +2,686 +73%
MCP
379
Martin Capital Partners
Oregon
$864K -$3.42K -26 -0.4%
OTL
380
Oak Thistle LLC
New York
$863K +$195K +1,480 +31%
ET
381
Entropy Technologies
New York
$860K +$820K +6,238 New
PCMF
382
Private Capital Management (Florida)
Florida
$855K +$131K +1,000 +19%
MAM
383
Meeder Asset Management
Ohio
$854K -$270K -2,054 -25%
VWM
384
Venturi Wealth Management
Texas
$853K -$33.8K -257 -4%
NGA
385
Naples Global Advisors
Florida
$851K +$11.8K +90 +1%
RCAG
386
Rehmann Capital Advisory Group
Michigan
$840K -$111K -845 -12%
PAG
387
Private Advisor Group
New Jersey
$827K +$219K +1,662 +38%
MGP
388
Metis Global Partners
California
$825K -$144K -1,099 -16%
Allspring Global Investments
389
Allspring Global Investments
North Carolina
$823K -$24.8K -189 -3%
BOH
390
Bank of Hawaii
Hawaii
$814K -$10.9K -83 -1%
NMERB
391
New Mexico Educational Retirement Board
New Mexico
$800K
AssetMark Inc
392
AssetMark Inc
California
$798K +$91.9K +699 +14%
AWM
393
AE Wealth Management
Kansas
$793K +$246K +1,874 +45%
WAM
394
Wolverine Asset Management
Illinois
$784K
DGAM
395
Desjardins Global Asset Management
Quebec, Canada
$769K +$7.76K +59 +1%
IC
396
Inscription Capital
Texas
$762K -$7.89K -60 -1%
ACA
397
Atlas Capital Advisors
Wyoming
$761K -$11.3K -86 -2%
MUAMU
398
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$758K -$131K -1,000 -15%
WC
399
Waterloo Capital
Texas
$746K +$712K +5,413 New
AC
400
AXQ Capital
New Jersey
$745K +$710K +5,400 New

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.