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Quest Diagnostics
DGX

496 hedge funds and large institutions have $8.72B invested in Quest Diagnostics in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 174 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $160M | Put options by funds: $108M

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

1% more funds holding

Funds holding: 491 → 496 (+5)

2% more capital invested

Capital invested by funds: $8.54B → $8.72B (+$185M)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 176

1.91% less ownership

Funds ownership: 104.75% → 102.83% (-1.9%)

Holders
496
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
14.26%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
54
Increased
174
Reduced
176
Closed
45
Calls
$160M
Puts
$108M
Net Calls
+$52.2M
Net Calls Change
+$263M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$341M
2
DSA
Davis Selected Advisers
Arizona
+$268M
3
Norges Bank
Norges Bank
Norway
+$74.1M
4
LSV Asset Management
LSV Asset Management
Illinois
+$49.1M
5
ACM
Addison Clark Management
Connecticut
+$42.3M

Top Sellers

1
AAM
Aberdeen Asset Management
United Kingdom
-$386M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$164M
3
GCM
Glenview Capital Management
New York
-$113M
4
Capital World Investors
Capital World Investors
California
-$84.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$58.6K +1,000 New
ST
452
SpiderRock Trading
Illinois
$56K – – –
Lazard Asset Management
453
Lazard Asset Management
New York
$49K – – –
GLI
454
Guardian Life Insurance
New York
$48K – – –
FHA
455
First Horizon Advisors
Tennessee
$46K +$19.3K +329 +73%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$42K -$2.93K -50 -7%
AF
457
Arrow Financial
New York
$38K – – –
TCOV
458
Trust Company of Vermont
Vermont
$35K -$6.5K -111 -16%
W
459
Wealthfront
California
$35K +$11.5K +197 +51%
AW
460
Alpha Windward
Massachusetts
$32K +$25.1K +429 +364%
OSNBOA
461
Old Second National Bank of Aurora
Illinois
$29K – – –
WTB
462
Washington Trust Bank
Washington
$29K – – –
Envestnet Asset Management
463
Envestnet Asset Management
Illinois
$28K +$18.9K +323 +217%
BRWA
464
B. Riley Wealth Advisors
Florida
$27.9K +$27.9K +476 New
WA
465
WFG Advisors
Texas
$27K +$11.2K +191 +70%
MAM
466
Mizuho Asset Management
Japan
$25K – – –
ST
467
Stifel Trust
Missouri
$24K – – –
PTC
468
Private Trust Company
Ohio
$24K +$3.1K +53 +15%
HI
469
Hudock Inc
Pennsylvania
$23K – – –
SF
470
Synovus Financial
Georgia
$19K – – –
M&T Bank
471
M&T Bank
New York
$18K – – –
VNB
472
Valley National Bancorp
New York
$18K – – –
WIL
473
Winifred I. Li
$18K – – –
CFG
474
CKW Financial Group
Hawaii
$17K – – –
First Manhattan
475
First Manhattan
New York
$17K – – –
17 18
19
20 21

DGX Hedge Fund Activity: Q2 2014 in Review

496 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2014, worth a combined $8.72B — up 2.2% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DGX positions and 45 closed out — a net gain of 9 holders — while 174 added to existing stakes and 176 trimmed.

The largest buyer was Bank of America, adding an estimated $341M. The largest seller was Aberdeen Asset Management, cutting an estimated $386M.

  • 496 institutional investors held Quest Diagnostics (DGX) as of Q2 2014, up from 491 in Q1 2014.
  • Funds reported $8.72B of Quest Diagnostics stock for Q2 2014, up 2.2% quarter-over-quarter.
  • 54 funds opened new Quest Diagnostics positions in Q2 2014 and 45 closed out, a net change of +9 holders.
  • The largest Quest Diagnostics buyer in Q2 2014 was Bank of America, an estimated $341M added.
  • The largest Quest Diagnostics seller in Q2 2014 was Aberdeen Asset Management, an estimated $386M sold.

Based on aggregated 13F filings for Q2 2014.