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Quest Diagnostics

631 hedge funds and large institutions have $11.8B invested in Quest Diagnostics in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 193 increasing their positions, 243 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $33M

29% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 70

2% more funds holding

Funds holding: 616631 (+15)

3% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$308M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.84% less ownership

Funds ownership: 90.12%88.28% (-1.8%)

21% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 243

Holders
631
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
14.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
90
Increased
193
Reduced
243
Closed
70
Calls
$44.2M
Puts
$33M
Net Calls
+$11.2M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
W
451
Wealthfront
California
$308K -$5.4K -57 -2%
AIP
452
Ameritas Investment Partners
Nebraska
$297K -$14.4K -152 -5%
ZIC
453
ZWJ Investment Counsel
Georgia
$278K +$267K +2,819 New
CPH
454
C Partners Holding
Switzerland
$276K +$265K +2,798 New
CCA
455
Cobblestone Capital Advisors
New York
$272K +$262K +2,763 New
ANRIA
456
American National Registered Investment Advisor
Texas
$271K
BBWA
457
Bell & Brown Wealth Advisors
California
$271K +$261K +2,750 New
KIA
458
KCM Investment Advisors
California
$270K
MNBTD
459
Moody National Bank Trust Division
Texas
$269K
Loomis, Sayles & Company
460
Loomis, Sayles & Company
Massachusetts
$267K
MFWM
461
Motley Fool Wealth Management
Virginia
$266K +$853 +9 +0.3%
MMPW
462
Mitchell McLeod Pugh & Williams
Alabama
$265K
RWA
463
River Wealth Advisors
Pennsylvania
$265K +$8.34K +88 +3%
FT
464
Fiduciary Trust
Massachusetts
$262K
IA
465
IFP Advisors
Florida
$259K -$23.9K -252 -9%
OC
466
Oakworth Capital
Alabama
$257K
ST
467
Smithfield Trust
Pennsylvania
$256K -$221K -2,326 -47%
JT
468
Jump Trading
Illinois
$251K +$242K +2,549 New
QC
469
Quadrature Capital
United Kingdom
$250K -$3.01M -31,734 -93%
HBT
470
Hills Bank & Trust
Iowa
$247K
OKSA
471
O'Keefe Stevens Advisory
New York
$246K
SC
472
Searle & Co
Connecticut
$246K
SCM
473
Schnieders Capital Management
California
$246K +$12.8K +135 +6%
FWSM
474
First Wilshire Securities Management
California
$241K
TSS
475
Two Sigma Securities
New York
$239K +$230K +2,424 New

DGX Hedge Fund Activity: Q4 2017 in Review

631 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2017, worth a combined $11.8B — up 2.7% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DGX positions and 70 closed out — a net gain of 20 holders — while 193 added to existing stakes and 243 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $197M. The largest seller was AJO LP, cutting an estimated $156M.

  • 631 institutional investors held Quest Diagnostics (DGX) as of Q4 2017, up from 616 in Q3 2017.
  • Funds reported $11.8B of Quest Diagnostics stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 90 funds opened new Quest Diagnostics positions in Q4 2017 and 70 closed out, a net change of +20 holders.
  • The largest Quest Diagnostics buyer in Q4 2017 was Fiduciary Management Inc, an estimated $197M added.
  • The largest Quest Diagnostics seller in Q4 2017 was AJO LP, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2017.