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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
Qube Research & Technologies (QRT)
426
Qube Research & Technologies (QRT)
United Kingdom
$618K -$18.3M -138,917 -97%
AWP
427
Ascent Wealth Partners
New York
$610K +$6.31K +48 +1%
ETC
428
Exchange Traded Concepts
Oklahoma
$609K
GGS
429
Galvin Gaustad & Stein
Arizona
$607K -$131 -1 -0%
SFI
430
Siemens Fonds Invest
Germany
$605K +$103K +785 +22%
PTC
431
Philadelphia Trust Company
Pennsylvania
$597K -$124K -945 -18%
CT
432
Colonial Trust
South Carolina
$596K -$109K -829 -16%
HI
433
Humankind Investments
New York
$593K -$10.5K -80 -2%
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$592K
T
435
TOBAM
France
$588K -$658K -5,004 -54%
HAG
436
HighPoint Advisor Group
Illinois
$585K +$595K +4,527 New
VVP
437
Venture Visionary Partners
Ohio
$584K +$131 +1 +0%
EOJOAM
438
E. Ohman J:or Asset Management
Sweden
$579K -$197K -1,500 -26%
KeyBank National Association
439
KeyBank National Association
Ohio
$574K +$36.3K +276 +7%
VNA
440
Valley National Advisers
Pennsylvania
$569K -$23K -175 -4%
MC
441
Machina Capital
France
$567K -$403K -3,066 -43%
EF
442
Empirical Finance
Pennsylvania
$564K +$789 +6 +0.1%
DWP
443
Destiny Wealth Partners
Florida
$562K
WANY
444
Wealthspire Advisors (New York)
New York
$562K +$526 +4 +0.1%
Group One Trading
445
Group One Trading
Illinois
$557K +$128K +970 +32%
MCM
446
MAI Capital Management
Ohio
$556K +$530K +4,031 New
KRSITF
447
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$552K -$5.13K -39 -1%
JF
448
Jump Financial
Illinois
$552K -$524K -3,986 -50%
KFC
449
Klingenstein Fields & Co
New York
$552K
SAM
450
Shell Asset Management
Netherlands
$546K -$26.6K -202 -5%

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.