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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
BMCM
451
Burns Matteson Capital Management
New York
$523K +$519K +3,965 New
IWA
452
Intercontinental Wealth Advisors
Texas
$523K +$26.4K +202 +5%
CC
453
Courier Capital
New York
$522K -$1.18K -9 -0.2%
Capstone Investment Advisors
454
Capstone Investment Advisors
New York
$521K +$272K +2,079 +111%
ZF
455
Zhang Financial
Michigan
$520K
AAS
456
Avantax Advisory Services
Texas
$519K +$90.7K +693 +21%
FTDI
457
First Trust Direct Indexing
Massachusetts
$519K +$295K +2,254 +134%
OAM
458
Oppenheimer Asset Management
New York
$516K +$11.9K +91 +2%
CCM
459
Compton Capital Management
Rhode Island
$515K -$26.2K -200 -5%
AAM
460
Azzad Asset Management
Virginia
$511K +$6.42K +49 +1%
VPIM
461
Vanguard Personalized Indexing Management
California
$510K +$158K +1,209 +45%
HI
462
Humankind Investments
New York
$506K +$165K +1,259 +49%
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$505K +$92.3K +705 +23%
CCG
464
Cypress Capital Group
Florida
$504K -$3.8K -29 -0.8%
GTCM
465
Gyon Technologies Capital Management
New Jersey
$503K +$499K +3,809 New
KIA
466
KCM Investment Advisors
California
$492K
TSWM
467
Triangle Securities Wealth Management
North Carolina
$490K -$25.5K -195 -5%
RJT
468
Raymond James Trust
Florida
$488K -$15.7K -120 -3%
SF
469
Synovus Financial
Georgia
$487K +$14K +107 +3%
MME
470
Meag Munich Ergo
Germany
$486K -$22K -168 -4%
IRF
471
IBM Retirement Fund
New York
$485K -$120K -920 -20%
E
472
Ergoteles
New York
$483K -$1.89M -14,424 -80%
DWA
473
Douglass Winthrop Advisors
New York
$482K
AssetMark Inc
474
AssetMark Inc
California
$474K +$83.3K +636 +22%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$471K +$19.6K +150 +4%

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.