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Quest Diagnostics

811 hedge funds and large institutions have $14B invested in Quest Diagnostics in 2020 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 290 increasing their positions, 261 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

100% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 65

21% more call options, than puts

Call options by funds: $77.5M | Put options by funds: $64.3M

11% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 261

7% more funds holding

Funds holding: 757811 (+54)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$632M)

0.93% less ownership

Funds ownership: 87.62%86.69% (-0.93%)

Holders
811
Holders Change
+54
Holders Change %
+7.13%
% of All Funds
14.35%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
130
Increased
290
Reduced
261
Closed
65
Calls
$77.5M
Puts
$64.3M
Net Calls
+$13.3M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
476
Hunter Associates Investment Management
Pennsylvania
$509K
GWCM
477
Godshalk Welsh Capital Management
Pennsylvania
$506K
LNWWM
478
Laird Norton Wetherby Wealth Management
California
$500K +$75.9K +623 +17%
PA
479
Parallel Advisors
California
$499K -$2.68K -22 -0.5%
HIM
480
Hillsdale Investment Management
Ontario, Canada
$496K +$500K +4,100 +5,857%
CCM
481
Compton Capital Management
Rhode Island
$489K
CA
482
Clearstead Advisors
Ohio
$485K +$229K +1,877 +86%
RCA
483
Rowland Carmichael Advisors
Arizona
$479K
BC
484
Burney Company
Virginia
$478K -$22.3K -183 -4%
KFC
485
Klingenstein Fields & Co
New York
$477K
GAM
486
Grandview Asset Management
Pennsylvania
$475K -$41.3K -339 -8%
CC
487
Courier Capital
New York
$472K
ZF
488
Zhang Financial
Michigan
$470K -$10.2K -84 -2%
FT
489
Fiduciary Trust
Massachusetts
$464K
Wolverine Trading
490
Wolverine Trading
Illinois
$464K +$478K +3,923 New
SPC
491
Sigma Planning Corp
Michigan
$463K +$29.3K +240 +7%
TSWM
492
Triangle Securities Wealth Management
North Carolina
$462K -$14.6K -120 -3%
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$462K +$44.1K +362 +10%
BC
494
Bridgefront Capital
Texas
$462K +$473K +3,878 New
OAM
495
Oppenheimer Asset Management
New York
$459K -$122K -1,004 -21%
IF
496
Intrua Financial
Texas
$456K
CIBC World Market
497
CIBC World Market
Ontario, Canada
$455K +$465K +3,814 New
MCP
498
Martin Capital Partners
Oregon
$447K +$19.1K +157 +4%
KIA
499
KCM Investment Advisors
California
$445K -$30.5K -250 -6%
AAM
500
Azzad Asset Management
Virginia
$438K +$11.6K +95 +3%

DGX Hedge Fund Activity: Q4 2020 in Review

811 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2020, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DGX positions and 65 closed out — a net gain of 65 holders — while 290 added to existing stakes and 261 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $68.5M. The largest seller was Ameriprise, cutting an estimated $228M.

  • 811 institutional investors held Quest Diagnostics (DGX) as of Q4 2020, up from 757 in Q3 2020.
  • Funds reported $14B of Quest Diagnostics stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 130 funds opened new Quest Diagnostics positions in Q4 2020 and 65 closed out, a net change of +65 holders.
  • The largest Quest Diagnostics buyer in Q4 2020 was Renaissance Technologies, an estimated $68.5M added.
  • The largest Quest Diagnostics seller in Q4 2020 was Ameriprise, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2020.