We are live on ! Find out more
DGX icon

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
AIM
401
Acropolis Investment Management
Missouri
$740K -$137K -1,041 -16%
VCA
402
Verdence Capital Advisors
Maryland
$720K +$21.2K +161 +3%
EWA
403
EverSource Wealth Advisors
Alabama
$716K -$526 -4 -0.1%
Lido Advisors
404
Lido Advisors
California
$707K +$56.5K +430 +9%
BC
405
Burney Company
Virginia
$704K -$103K -785 -13%
DIM
406
DLK Investment Management
California
$700K +$668K +5,078 New
CWA
407
Canvas Wealth Advisors
Kansas
$697K +$446K +3,394 +193%
Fiera Capital (Canada)
408
Fiera Capital (Canada)
Quebec, Canada
$696K +$664K +5,050 New
PWLP
409
Prio Wealth Limited Partnership
Massachusetts
$689K
ASN
410
Advisory Services Network
Georgia
$684K -$56.1K -427 -8%
QCM
411
Quantinno Capital Management
New York
$676K +$304K +2,315 +89%
HWM
412
HB Wealth Management
Georgia
$671K +$95.6K +727 +18%
SP
413
Symmetry Partners
Connecticut
$670K -$40K -304 -6%
AWA
414
Arkadios Wealth Advisors
Georgia
$670K -$49.2K -374 -7%
FT
415
Fiduciary Trust
Massachusetts
$667K +$263 +2 +0%
TCM
416
Twin Capital Management
Pennsylvania
$666K -$862K -6,559 -58%
MAWA
417
Moss Adams Wealth Advisors
Washington
$656K +$5.92K +45 +1%
LFA
418
Legacy Financial Advisors
Kentucky
$648K +$84.3K +641 +16%
CIA
419
Capital Investment Advisors
Georgia
$647K -$23.3K -177 -4%
CSS
420
Cubist Systematic Strategies
Connecticut
$646K +$616K +4,683 New
EFMC
421
Empire Financial Management Company
New York
$645K +$11.4K +87 +2%
HKAM
422
Horizon Kinetics Asset Management
New York
$641K
MLICM
423
Metropolitan Life Insurance Company (MetLife)
New York
$631K -$8.81K -67 -1%
VI
424
Vestcor Inc
New Brunswick, Canada
$629K -$4.08K -31 -0.7%
SOAMC
425
Spirit of America Management Corp
New York
$620K

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.