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Quest Diagnostics

814 hedge funds and large institutions have $14.9B invested in Quest Diagnostics in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$142M)

0.3% more ownership

Funds ownership: 86.81%87.11% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 817814 (-3)

0% less call options, than puts

Call options by funds: $136M | Put options by funds: $137M

Holders
814
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
14.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
293
Reduced
282
Closed
62
Calls
$136M
Puts
$137M
Net Calls
-$619K
Net Calls Change
-$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Weiss Asset Management
Massachusetts
$629K +$624K +4,767 New
FHB
427
First Hawaiian Bank
Hawaii
$620K -$418K -3,195 -40%
CA
428
Capitolis Advisors
New York
$613K -$101K -775 -14%
MCP
429
Martin Capital Partners
Oregon
$613K +$33.5K +256 +6%
AIL
430
AGF Investments LLC
Ontario, Canada
$612K +$607K +4,634 New
RWA
431
River Wealth Advisors
Pennsylvania
$608K +$30.1K +230 +5%
SPC
432
Sigma Planning Corp
Michigan
$603K -$11.9K -91 -2%
SOAMC
433
Spirit of America Management Corp
New York
$594K
AP
434
Advisor Partners
California
$584K +$3.4K +26 +0.6%
FT
435
Fiduciary Trust
Massachusetts
$580K +$65.5K +500 +13%
PA
436
Parallel Advisors
California
$573K +$8.64K +66 +2%
HFG
437
Heron Financial Group
New York
$569K
BCM
438
Brookstone Capital Management
Illinois
$569K +$341K +2,603 +162%
ETC
439
Exchange Traded Concepts
Oklahoma
$567K +$89.2K +681 +19%
KFA
440
Krane Funds Advisors
New York
$567K +$562K +4,293 New
CAGAS
441
Capital Advisory Group Advisory Services
Minnesota
$562K -$468K -3,573 -46%
WB
442
WesBanco Bank
West Virginia
$562K -$65.5K -500 -11%
BRWA
443
B. Riley Wealth Advisors
Florida
$553K +$205K +1,569 +60%
GWCM
444
Godshalk Welsh Capital Management
Pennsylvania
$545K -$19.6K -150 -4%
WAM
445
World Asset Management
Michigan
$543K -$13.6K -104 -2%
KCM
446
Kendall Capital Management
Maryland
$534K +$530K +4,045 New
CI
447
Cigna Investments
Connecticut
$532K -$103K -786 -16%
AWP
448
Ascent Wealth Partners
New York
$532K +$13.5K +103 +3%
CA
449
Clearstead Advisors
Ohio
$531K +$1.18K +9 +0.2%
KFC
450
Klingenstein Fields & Co
New York
$528K

DGX Hedge Fund Activity: Q2 2021 in Review

814 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2021, worth a combined $14.9B — up 0.96% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DGX positions and 62 closed out — a net gain of 5 holders — while 293 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $129M.

  • 814 institutional investors held Quest Diagnostics (DGX) as of Q2 2021, down from 817 in Q1 2021.
  • Funds reported $14.9B of Quest Diagnostics stock for Q2 2021, up 0.96% quarter-over-quarter.
  • 67 funds opened new Quest Diagnostics positions in Q2 2021 and 62 closed out, a net change of +5 holders.
  • The largest Quest Diagnostics buyer in Q2 2021 was Morgan Stanley, an estimated $74.3M added.
  • The largest Quest Diagnostics seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.