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Quest Diagnostics
DGX

485 hedge funds and large institutions have $8.81B invested in Quest Diagnostics in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

1% more capital invested

Capital invested by funds: $8.72B → $8.81B (+$84.4M)

1.01% less ownership

Funds ownership: 102.83% → 101.82% (-1%)

2% less funds holding

Funds holding: 496 → 485 (-11)

20% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 45

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

41% less call options, than puts

Call options by funds: $122M | Put options by funds: $206M

Holders
485
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
14.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
36
Increased
158
Reduced
199
Closed
45
Calls
$122M
Puts
$206M
Net Calls
-$83.5M
Net Calls Change
-$136M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$119M
2
MAA
Managed Account Advisors
New Jersey
+$49.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$47.9M
4
T
TOBAM
France
+$40.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$30.6M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$74.9M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$57.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$54.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$54.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$49.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
426
Optimum Investment Advisors
Illinois
$91K – – –
FANJ
427
Financial Architects (New Jersey)
New Jersey
$90K +$12.3K +200 +16%
LTFS
428
Ladenburg Thalmann Financial Services
Florida
$85K -$5.3K -86 -6%
FNBT
429
FineMark National Bank & Trust
Florida
$85K – – –
PCM
430
Prelude Capital Management
New York
$83K +$18.8K +305 +29%
ST
431
SpiderRock Trading
Illinois
$82K – – –
W
432
Wealthfront
California
$69K +$34.6K +561 +96%
CCS
433
Crosspoint Capital Strategies
California
$67K -$18.5K -300 -21%
ARMT
434
Amica Retiree Medical Trust
Rhode Island
$64K – – –
GIS
435
Guardian Investor Services
New York
$62K -$3.02K -49 -5%
WT
436
Whittier Trust
California
$62K – – –
JFGIW
437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K – – –
GLI
438
Guardian Life Insurance
New York
$50K – – –
Lazard Asset Management
439
Lazard Asset Management
New York
$50K – – –
FHA
440
First Horizon Advisors
Tennessee
$49K +$2.46K +40 +5%
ClearBridge Investments
441
ClearBridge Investments
New York
$49K +$37K +600 +300%
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$46K +$2.46K +40 +6%
NFG
443
Next Financial Group
Texas
$40K +$41K +666 New
AF
444
Arrow Financial
New York
$39K – – –
NIM
445
NuWave Investment Management
New Jersey
$37K -$27.5K -446 -43%
TCOV
446
Trust Company of Vermont
Vermont
$36K – – –
WA
447
WFG Advisors
Texas
$32K +$4.13K +67 +15%
OSNBOA
448
Old Second National Bank of Aurora
Illinois
$30K – – –
WTB
449
Washington Trust Bank
Washington
$30K – – –
MAM
450
Mizuho Asset Management
Japan
$26K – – –
16 17
18
19 20

DGX Hedge Fund Activity: Q3 2014 in Review

485 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2014, worth a combined $8.81B — up 0.97% from $8.72B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of DGX and 36 opened new positions — a net loss of 9 holders — while 199 trimmed existing stakes and 158 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $119M. The largest seller was Norges Bank, cutting an estimated $74.9M.

  • 485 institutional investors held Quest Diagnostics (DGX) as of Q3 2014, down from 496 in Q2 2014.
  • Funds reported $8.81B of Quest Diagnostics stock for Q3 2014, up 0.97% quarter-over-quarter.
  • 36 funds opened new Quest Diagnostics positions in Q3 2014 and 45 closed out, a net change of -9 holders.
  • The largest Quest Diagnostics buyer in Q3 2014 was Fidelity International, an estimated $119M added.
  • The largest Quest Diagnostics seller in Q3 2014 was Norges Bank, an estimated $74.9M sold.

Based on aggregated 13F filings for Q3 2014.