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Quest Diagnostics
DGX

517 hedge funds and large institutions have $11.9B invested in Quest Diagnostics in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 180 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 43

88% more funds holding in top 10

Funds holding in top 10: 8 → 15 (+7)

35% more capital invested

Capital invested by funds: $8.81B → $11.9B (+$3.1B)

7% more funds holding

Funds holding: 485 → 517 (+32)

5% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 172

1.55% less ownership

Funds ownership: 101.82% → 100.27% (-1.5%)

75% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $250M

Holders
517
Holders Change
+32
Holders Change %
+6.6%
% of All Funds
13.79%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.4%
New
83
Increased
180
Reduced
172
Closed
43
Calls
$62.4M
Puts
$250M
Net Calls
-$188M
Net Calls Change
-$104M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$149M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$111M
3
Capital International Investors
Capital International Investors
California
+$88M
4
Millennium Management
Millennium Management
New York
+$76.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$53.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$283M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
3
T
TOBAM
France
-$109M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$53.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
426
Alpine Global Management
New York
$219K +$206K +3,270 New
SB
427
Suntrust Banks
Georgia
$217K -$3.85K -61 -2%
Belvedere Trading
428
Belvedere Trading
Illinois
$217K +$204K +3,240 New
MC
429
Moors & Cabot
Massachusetts
$217K +$208K +3,293 New
IC
430
InterOcean Capital
Illinois
$215K -$25.2K -400 -11%
CCM
431
CrestPoint Capital Management
Missouri
$215K +$202K +3,200 New
CCT
432
Chemung Canal Trust
New York
$215K +$202K +3,206 New
Truist Financial
433
Truist Financial
North Carolina
$213K +$201K +3,181 New
OAM
434
Occidental Asset Management
California
$211K +$198K +3,143 New
HIM
435
Hermes Investment Management
United Kingdom
$208K +$196K +3,100 New
KeyBank National Association
436
KeyBank National Association
Ohio
$207K +$195K +3,083 New
PAM
437
PartnerRe Asset Management
Connecticut
$206K +$27.4K +435 +16%
SWP
438
Stratos Wealth Partners
Ohio
$206K +$194K +3,072 New
FT
439
Fiduciary Trust
Massachusetts
$204K +$192K +3,040 New
JWA
440
JFS Wealth Advisors
Pennsylvania
$195K -$15.5K -246 -8%
CTC
441
Central Trust Company
Missouri
$195K +$15.8K +250 +9%
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$192K -$9.46K -150 -5%
EOJOAM
443
E. Ohman J:or Asset Management
Sweden
$177K -$107K -1,700 -40%
SC
444
Searle & Co
Connecticut
$167K +$158K +2,500 New
HCM
445
Highlander Capital Management
New Jersey
$154K -$295K -4,675 -67%
QI
446
QS Investors
New York
$154K -$198K -3,140 -58%
OC
447
Oakworth Capital
Alabama
$152K +$126K +2,000 +758%
MFS
448
MSI Financial Services
Massachusetts
$147K -$8.52K -135 -6%
MME
449
Meag Munich Ergo
Germany
$136K – – –
Creative Planning
450
Creative Planning
Kansas
$134K -$9.21K -146 -7%
16 17
18
19 20

DGX Hedge Fund Activity: Q4 2014 in Review

517 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2014, worth a combined $11.9B — up 35% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DGX positions and 43 closed out — a net gain of 40 holders — while 180 added to existing stakes and 172 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $149M. The largest seller was Bank of America, cutting an estimated $283M.

  • 517 institutional investors held Quest Diagnostics (DGX) as of Q4 2014, up from 485 in Q3 2014.
  • Funds reported $11.9B of Quest Diagnostics stock for Q4 2014, up 35% quarter-over-quarter.
  • 83 funds opened new Quest Diagnostics positions in Q4 2014 and 43 closed out, a net change of +40 holders.
  • The largest Quest Diagnostics buyer in Q4 2014 was Citadel Advisors, an estimated $149M added.
  • The largest Quest Diagnostics seller in Q4 2014 was Bank of America, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2014.