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Quest Diagnostics
DGX

535 hedge funds and large institutions have $9.43B invested in Quest Diagnostics in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 170 increasing their positions, 204 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $66.2M | Put options by funds: $27.5M

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

16% more capital invested

Capital invested by funds: $8.13B → $9.43B (+$1.3B)

0.34% more ownership

Funds ownership: 92.24% → 92.58% (+0.34%)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

1% less funds holding

Funds holding: 540 → 535 (-5)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 204

Holders
535
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
14.03%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
61
Increased
170
Reduced
204
Closed
61
Calls
$66.2M
Puts
$27.5M
Net Calls
+$38.6M
Net Calls Change
+$9.84M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$231M
2
Bessemer Group
Bessemer Group
New Jersey
+$116M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$79.9M
4
Goldman Sachs
Goldman Sachs
New York
+$45.6M
5
HM
HealthCor Management
New York
+$35.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$218M
2
Boston Partners
Boston Partners
Massachusetts
-$82.5M
3
DSA
Davis Selected Advisers
Arizona
-$41.2M
4
UBS AM
UBS AM
Illinois
-$33.4M
5
SOMRS
State of Michigan Retirement System
Michigan
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$107M -$23.4M -348,571 -19%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$103M +$3.32M +49,332 +4%
Norges Bank
28
Norges Bank
Norway
$102M – – –
BG
29
BlackRock Group
United Kingdom
$99.1M -$1.16M -17,326 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$88.8M -$656K -9,751 -0.8%
AL
31
AJO LP
Pennsylvania
$85.4M +$1.38M +20,475 +2%
Deutsche Bank
32
Deutsche Bank
Germany
$84M +$9.66M +143,621 +14%
Axa
33
Axa
France
$68.6M -$13M -193,746 -17%
Franklin Resources
34
Franklin Resources
California
$67.4M -$241K -3,592 -0.4%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$67.2M +$9.34M +138,913 +17%
GC
36
Guggenheim Capital
Illinois
$58.6M +$16.2M +241,114 +41%
First Trust Advisors
37
First Trust Advisors
Illinois
$58.4M +$26.7M +396,942 +93%
Legal & General Group
38
Legal & General Group
United Kingdom
$50M -$40.9K -608 -0.1%
AI
39
Ariel Investments
Illinois
$49.3M -$167K -2,479 -0.4%
PFC
40
Poplar Forest Capital
California
$48.9M -$772K -11,480 -2%
Ameriprise
41
Ameriprise
Minnesota
$48.4M +$32.8M +487,909 +254%
Canada Life
42
Canada Life
Manitoba, Canada
$47.9M +$867K +12,890 +2%
TA
43
Tamarack Advisers
California
$46.2M +$43.7M +650,000 New
Westfield Capital Management
44
Westfield Capital Management
Massachusetts
$45.7M +$3.78M +56,252 +10%
ACA
45
Anchor Capital Advisors
Massachusetts
$43M -$15.9M -236,269 -28%
CCM
46
Camber Capital Management
Massachusetts
$42.7M +$25.6M +381,500 +175%
RJA
47
Raymond James & Associates
Florida
$42.5M +$241K +3,582 +0.6%
SCM
48
Sarissa Capital Management
Connecticut
$40.9M – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$40.6M -$1.57M -23,377 -4%
PPA
50
Parametric Portfolio Associates
Washington
$40.2M +$5.52M +82,058 +17%
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DGX Hedge Fund Activity: Q4 2015 in Review

535 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2015, worth a combined $9.43B — up 16% from $8.13B a quarter earlier.

Fund positioning in DGX was balanced in Q4 2015: 61 funds opened new positions, 61 closed out, 170 added to existing stakes and 204 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $231M. The largest seller was Capital International Investors, cutting an estimated $218M.

  • 535 institutional investors held Quest Diagnostics (DGX) as of Q4 2015, down from 540 in Q3 2015.
  • Funds reported $9.43B of Quest Diagnostics stock for Q4 2015, up 16% quarter-over-quarter.
  • 61 funds opened new Quest Diagnostics positions in Q4 2015 and 61 closed out, a net change of 0 holders.
  • The largest Quest Diagnostics buyer in Q4 2015 was Allianz Asset Management, an estimated $231M added.
  • The largest Quest Diagnostics seller in Q4 2015 was Capital International Investors, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2015.