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Quest Diagnostics

676 hedge funds and large institutions have $12.8B invested in Quest Diagnostics in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 208 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

57% more call options, than puts

Call options by funds: $53.1M | Put options by funds: $33.9M

52% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 42

22% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 208

3% more funds holding

Funds holding: 654676 (+22)

3% less capital invested

Capital invested by funds: $13.2B → $12.8B (-$411M)

1.88% less ownership

Funds ownership: 91.1%89.22% (-1.9%)

Holders
676
Holders Change
+22
Holders Change %
+3.36%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
64
Increased
254
Reduced
208
Closed
42
Calls
$53.1M
Puts
$33.9M
Net Calls
+$19.2M
Net Calls Change
+$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
476
Santori & Peters Inc
Pennsylvania
$280K
WP
477
WMS Partners
Maryland
$280K +$25.7K +250 +11%
AIM
478
Axiom Investment Management
New York
$272K -$902K -8,785 -77%
RFC
479
Regions Financial Corp
Alabama
$270K +$260K +2,529 New
OKSA
480
O'Keefe Stevens Advisory
New York
$268K
SC
481
Searle & Co
Connecticut
$268K
NIA
482
Northstar Investment Advisors
Colorado
$266K +$267K +2,600 New
FWSM
483
First Wilshire Securities Management
California
$262K
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$260K -$77.4K -754 -24%
PMG
485
ProVise Management Group
Florida
$258K +$248K +2,414 New
CA
486
Clearstead Advisors
Ohio
$257K -$24.1K -235 -9%
SCM
487
Snow Capital Management
Pennsylvania
$257K
CCA
488
Cobblestone Capital Advisors
New York
$249K
RWP
489
RWA Wealth Partners
Massachusetts
$248K
IA
490
IFG Advisory
Georgia
$247K -$197K -1,917 -45%
KMWM
491
Keudell/Morrison Wealth Management
Oregon
$247K
IAA
492
Independent Advisor Alliance
North Carolina
$246K -$4.62K -45 -2%
HBT
493
Hills Bank & Trust
Iowa
$246K
AIP
494
Ameritas Investment Partners
Nebraska
$243K -$14.8K -144 -6%
RCP
495
Rothschild Capital Partners
New York
$238K -$103K -1,000 -31%
CP
496
Camelot Portfolios
Ohio
$237K +$227K +2,210 New
CI
497
Conning Inc
Connecticut
$236K -$9.24K -90 -4%
KWM
498
Kingsview Wealth Management
Oregon
$235K +$225K +2,192 New
AI
499
Atom Investors
Texas
$231K -$67.2K -655 -23%
SLA
500
Silver Lake Advisory
Utah
$229K

DGX Hedge Fund Activity: Q3 2019 in Review

676 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2019, worth a combined $12.8B — down 3.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DGX positions and 42 closed out — a net gain of 22 holders — while 254 added to existing stakes and 208 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Macquarie Group, cutting an estimated $802M.

  • 676 institutional investors held Quest Diagnostics (DGX) as of Q3 2019, up from 654 in Q2 2019.
  • Funds reported $12.8B of Quest Diagnostics stock for Q3 2019, down 3.1% quarter-over-quarter.
  • 64 funds opened new Quest Diagnostics positions in Q3 2019 and 42 closed out, a net change of +22 holders.
  • The largest Quest Diagnostics buyer in Q3 2019 was JP Morgan Chase, an estimated $176M added.
  • The largest Quest Diagnostics seller in Q3 2019 was Macquarie Group, an estimated $802M sold.

Based on aggregated 13F filings for Q3 2019.