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Quest Diagnostics

652 hedge funds and large institutions have $12B invested in Quest Diagnostics in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 173 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 52

3% more funds holding

Funds holding: 631652 (+21)

2% more capital invested

Capital invested by funds: $11.8B → $12B (+$223M)

0.38% more ownership

Funds ownership: 88.28%88.67% (+0.38%)

3% less call options, than puts

Call options by funds: $35.6M | Put options by funds: $36.9M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 270

Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
14.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
81
Increased
173
Reduced
270
Closed
52
Calls
$35.6M
Puts
$36.9M
Net Calls
-$1.26M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
451
MML Investors Services
Massachusetts
$298K -$139K -1,361 -31%
CA
452
Commerzbank Aktiengesellschaft
Germany
$291K +$82.8K +808 +39%
WS
453
Wedbush Securities
California
$290K -$87.6K -855 -23%
SPIA
454
Steward Partners Investment Advisory
New York
$287K -$195K -1,900 -40%
AIP
455
Ameritas Investment Partners
Nebraska
$283K -$19.7K -192 -6%
BBWA
456
Bell & Brown Wealth Advisors
California
$283K
KIA
457
KCM Investment Advisors
California
$275K
KI
458
Koch Industries
Kansas
$271K +$277K +2,701 New
MMPW
459
Mitchell McLeod Pugh & Williams
Alabama
$270K
RWA
460
River Wealth Advisors
Pennsylvania
$269K
ANRIA
461
American National Registered Investment Advisor
Texas
$266K -$10.2K -100 -4%
MNBTD
462
Moody National Bank Trust Division
Texas
$264K -$10.2K -100 -4%
OC
463
Oakworth Capital
Alabama
$264K
ST
464
Sabal Trust
Florida
$260K +$266K +2,596 New
IA
465
IFP Advisors
Florida
$259K
CCA
466
Cobblestone Capital Advisors
New York
$258K -$19.3K -188 -7%
MFWM
467
Motley Fool Wealth Management
Virginia
$258K -$13.2K -129 -5%
CCIA
468
Campbell & Co Investment Adviser
Maryland
$258K +$263K +2,570 New
PAS
469
Park Avenue Securities
New York
$258K +$270K +2,635 New
SCM
470
Schnieders Capital Management
California
$257K +$5.84K +57 +2%
SM
471
Sciencast Management
New Jersey
$256K -$589K -5,754 -69%
SPC
472
Sigma Planning Corp
Michigan
$253K +$19.2K +187 +8%
OKSA
473
O'Keefe Stevens Advisory
New York
$251K
SC
474
Searle & Co
Connecticut
$251K
MA
475
MANA Advisors
New York
$249K +$254K +2,478 New

DGX Hedge Fund Activity: Q1 2018 in Review

652 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2018, worth a combined $12B — up 1.9% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DGX positions and 52 closed out — a net gain of 29 holders — while 173 added to existing stakes and 270 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $163M. The largest seller was Janus Henderson Group, cutting an estimated $84.7M.

  • 652 institutional investors held Quest Diagnostics (DGX) as of Q1 2018, up from 631 in Q4 2017.
  • Funds reported $12B of Quest Diagnostics stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 81 funds opened new Quest Diagnostics positions in Q1 2018 and 52 closed out, a net change of +29 holders.
  • The largest Quest Diagnostics buyer in Q1 2018 was Fiduciary Management Inc, an estimated $163M added.
  • The largest Quest Diagnostics seller in Q1 2018 was Janus Henderson Group, an estimated $84.7M sold.

Based on aggregated 13F filings for Q1 2018.