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Quest Diagnostics
DGX

656 hedge funds and large institutions have $11.2B invested in Quest Diagnostics in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 234 increasing their positions, 202 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

18% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $57.7M

16% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 202

13% more capital invested

Capital invested by funds: $9.91B → $11.2B (+$1.3B)

5% more funds holding

Funds holding: 624 → 656 (+32)

4.2% more ownership

Funds ownership: 88.67% → 92.87% (+4.2%)

Holders
656
Holders Change
+32
Holders Change %
+5.13%
% of All Funds
14.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
97
Increased
234
Reduced
202
Closed
55
Calls
$68.3M
Puts
$57.7M
Net Calls
+$10.7M
Net Calls Change
+$30M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$259M
2
DSA
Davis Selected Advisers
Arizona
+$246M
3
AAMU
Amundi Asset Management US
Massachusetts
+$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$70.9M
5
Bank of America
Bank of America
North Carolina
+$49.9M

Top Sellers

Rank Fund Capital Flow
1
LCS
Levin Capital Strategies
New York
-$122M
2
APG Asset Management
APG Asset Management
Netherlands
-$102M
3
Wells Fargo
Wells Fargo
California
-$64.8M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$48.9M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
401
Qube Research & Technologies (QRT)
United Kingdom
$417K +$402K +4,639 New
TAM
402
Tiverton Asset Management
Delaware
$411K – – –
WS
403
Wedbush Securities
California
$408K +$110K +1,272 +39%
NIM
404
Needham Investment Management
New York
$405K – – –
SOAMC
405
Spirit of America Management Corp
New York
$405K – – –
AIM
406
Acropolis Investment Management
Missouri
$403K -$4.33K -50 -1%
KFC
407
Klingenstein Fields & Co
New York
$403K – – –
TSWM
408
Triangle Securities Wealth Management
North Carolina
$402K -$8.66K -100 -2%
CCM
409
Compton Capital Management
Rhode Island
$400K – – –
MFWM
410
Motley Fool Wealth Management
Virginia
$399K +$167K +1,926 +77%
MYIA
411
Mount Yale Investment Advisors
Colorado
$392K +$39.8K +459 +12%
William Blair & Company
412
William Blair & Company
Illinois
$385K -$16.1K -186 -4%
TC
413
Truvestments Capital
Florida
$374K +$360K +4,160 New
GWCM
414
Godshalk Welsh Capital Management
Pennsylvania
$373K – – –
CC
415
Courier Capital
New York
$372K – – –
IA
416
IFG Advisory
Georgia
$371K +$23.7K +274 +7%
MPIA
417
Mountain Pacific Investment Advisers
Idaho
$364K – – –
AWM
418
Avior Wealth Management
Nebraska
$363K +$115K +1,330 +49%
FWCM
419
Ferguson Wellman Capital Management
Oregon
$360K – – –
RCA
420
Rowland Carmichael Advisors
Arizona
$360K – – –
B
421
Barings
North Carolina
$356K – – –
TNB
422
Thomasville National Bank
Georgia
$355K -$41K -473 -11%
CI
423
Cigna Investments
Connecticut
$354K -$8.66K -100 -2%
N
424
Nuveen
North Carolina
$352K – – –
RWA
425
River Wealth Advisors
Pennsylvania
$347K +$13K +150 +4%
15 16
17
18 19

DGX Hedge Fund Activity: Q1 2019 in Review

656 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2019, worth a combined $11.2B — up 13% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DGX positions and 55 closed out — a net gain of 42 holders — while 234 added to existing stakes and 202 trimmed.

The largest buyer was Boston Partners, adding an estimated $259M. The largest seller was Levin Capital Strategies, cutting an estimated $122M.

  • 656 institutional investors held Quest Diagnostics (DGX) as of Q1 2019, up from 624 in Q4 2018.
  • Funds reported $11.2B of Quest Diagnostics stock for Q1 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Quest Diagnostics positions in Q1 2019 and 55 closed out, a net change of +42 holders.
  • The largest Quest Diagnostics buyer in Q1 2019 was Boston Partners, an estimated $259M added.
  • The largest Quest Diagnostics seller in Q1 2019 was Levin Capital Strategies, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2019.