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Quest Diagnostics

837 hedge funds and large institutions have $15.9B invested in Quest Diagnostics in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 285 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $14.9B → $15.9B (+$913M)

3% more funds holding

Funds holding: 814837 (+23)

2.53% more ownership

Funds ownership: 87.11%89.64% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 285

2% more call options, than puts

Call options by funds: $188M | Put options by funds: $184M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
837
Holders Change
+23
Holders Change %
+2.83%
% of All Funds
14.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
93
Increased
293
Reduced
285
Closed
59
Calls
$188M
Puts
$184M
Net Calls
+$3.09M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
Capital Investment Advisors
Georgia
$734K -$9.8K -67 -1%
CCT
452
Chemung Canal Trust
New York
$727K
PWLP
453
Prio Wealth Limited Partnership
Massachusetts
$726K
P
454
Pitcairn
Pennsylvania
$716K +$433K +2,962 +151%
BRWA
455
B. Riley Wealth Advisors
Florida
$707K +$98.9K +676 +16%
HKAM
456
Horizon Kinetics Asset Management
New York
$706K
MSAM
457
Moloney Securities Asset Management
Missouri
$705K
VPIM
458
Vanguard Personalized Indexing Management
California
$690K +$129K +882 +23%
MAM
459
Meeder Asset Management
Ohio
$688K +$423K +2,888 +157%
MCP
460
Martin Capital Partners
Oregon
$672K -$2.93K -20 -0.4%
RWA
461
River Wealth Advisors
Pennsylvania
$670K
WB
462
WesBanco Bank
West Virginia
$655K +$36.4K +249 +6%
SOAMC
463
Spirit of America Management Corp
New York
$654K
QT
464
Quantamental Technologies
New York
$646K +$651K +4,447 New
VVP
465
Venture Visionary Partners
Ohio
$645K +$650K +4,440 New
SPC
466
Sigma Planning Corp
Michigan
$636K -$27.8K -190 -4%
CAGAS
467
Capital Advisory Group Advisory Services
Minnesota
$628K +$8.93K +61 +1%
HFG
468
Heron Financial Group
New York
$627K
AP
469
Advisor Partners
California
$624K -$19.3K -132 -3%
FT
470
Fiduciary Trust
Massachusetts
$614K -$24.3K -166 -4%
AIL
471
AGF Investments LLC
Ontario, Canada
$596K -$78.1K -534 -12%
AWP
472
Ascent Wealth Partners
New York
$591K +$5.27K +36 +0.9%
CA
473
Clearstead Advisors
Ohio
$588K +$3.22K +22 +0.5%
RFC
474
Regions Financial Corp
Alabama
$582K +$146K +1,000 +33%
CCG
475
Ceeto Capital Group
Florida
$581K -$1.03M -7,072 -64%

DGX Hedge Fund Activity: Q3 2021 in Review

837 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2021, worth a combined $15.9B — up 6.1% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DGX positions and 59 closed out — a net gain of 34 holders — while 293 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Nordea Investment Management, cutting an estimated $290M.

  • 837 institutional investors held Quest Diagnostics (DGX) as of Q3 2021, up from 814 in Q2 2021.
  • Funds reported $15.9B of Quest Diagnostics stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 93 funds opened new Quest Diagnostics positions in Q3 2021 and 59 closed out, a net change of +34 holders.
  • The largest Quest Diagnostics buyer in Q3 2021 was BlackRock, an estimated $118M added.
  • The largest Quest Diagnostics seller in Q3 2021 was Nordea Investment Management, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2021.