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Quest Diagnostics
DGX

558 hedge funds and large institutions have $11.2B invested in Quest Diagnostics in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 205 increasing their positions, 197 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $37.9M | Put options by funds: $23.6M

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

21% more capital invested

Capital invested by funds: $9.29B → $11.2B (+$1.95B)

3.82% more ownership

Funds ownership: 93.85% → 97.66% (+3.8%)

4% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 197

0% more funds holding

Funds holding: 557 → 558 (+1)

Holders
558
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
14.89%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
52
Increased
205
Reduced
197
Closed
41
Calls
$37.9M
Puts
$23.6M
Net Calls
+$14.3M
Net Calls Change
+$1.29M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$685M
2
Victory Capital Management
Victory Capital Management
Texas
+$95.2M
3
American Century Companies
American Century Companies
Missouri
+$77.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$74.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$54.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$229M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$188M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$70.2M
4
HM
HealthCor Management
New York
-$53.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
476
Amica Retiree Medical Trust
Rhode Island
$86K – – –
Toronto Dominion Bank
477
Toronto Dominion Bank
Ontario, Canada
$85K -$15.3K -201 -16%
WT
478
Whittier Trust
California
$84K – – –
CCMW
479
Cypress Capital Management (Wyoming)
Wyoming
$81.4K – – –
Fuller & Thaler Asset Management
480
Fuller & Thaler Asset Management
California
$81K – – –
IA
481
IFP Advisors
Florida
$79K +$52.8K +693 +249%
PAIA
482
Park Avenue Institutional Advisers
New York
$74K – – –
CCA
483
Checchi Capital Advisers
California
$71K -$13.8K -181 -17%
BWP
484
Baldwin Wealth Partners
Massachusetts
$65K +$7.23K +95 +14%
TRCT
485
Tower Research Capital (TRC)
New York
$60K +$32.7K +429 +142%
TF
486
Tompkins Financial
New York
$59K – – –
PFBT
487
Parkside Financial Bank & Trust
Missouri
$58K – – –
NO
488
Ninety One
South Africa
$58K +$54.9K +721 New
ACM
489
Armbruster Capital Management
New York
$57K -$609 -8 -1%
AF
490
Arrow Financial
New York
$53K – – –
GWM
491
Geneos Wealth Management
Colorado
$51K – – –
Loomis, Sayles & Company
492
Loomis, Sayles & Company
Massachusetts
$44K – – –
GLI
493
Guardian Life Insurance
New York
$43K – – –
AIM
494
Acrospire Investment Management
Illinois
$41K -$7.62K -100 -17%
OSNBOA
495
Old Second National Bank of Aurora
Illinois
$41K – – –
WTB
496
Washington Trust Bank
Washington
$41K – – –
AssetMark Inc
497
AssetMark Inc
California
$37K -$36.3K -477 -51%
IPC
498
Independent Portfolio Consultants
Florida
$35K – – –
RCM
499
Riverhead Capital Management
Delaware
$33K -$9.79M -128,616 -99%
BKA
500
Brick & Kyle Associates
Pennsylvania
$33K – – –
18 19
20
21 22

DGX Hedge Fund Activity: Q2 2016 in Review

558 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2016, worth a combined $11.2B — up 21% from $9.29B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DGX positions and 41 closed out — a net gain of 11 holders — while 205 added to existing stakes and 197 trimmed.

The largest buyer was Macquarie Group, adding an estimated $685M. The largest seller was T. Rowe Price Associates, cutting an estimated $229M.

  • 558 institutional investors held Quest Diagnostics (DGX) as of Q2 2016, up from 557 in Q1 2016.
  • Funds reported $11.2B of Quest Diagnostics stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new Quest Diagnostics positions in Q2 2016 and 41 closed out, a net change of +11 holders.
  • The largest Quest Diagnostics buyer in Q2 2016 was Macquarie Group, an estimated $685M added.
  • The largest Quest Diagnostics seller in Q2 2016 was T. Rowe Price Associates, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2016.