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Quest Diagnostics

826 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $176M | Put options by funds: $78.3M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $12B → $13.7B (+$1.7B)

4% more funds holding

Funds holding: 794826 (+32)

0.8% more ownership

Funds ownership: 87.73%88.54% (+0.8%)

23% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 330

Holders
826
Holders Change
+32
Holders Change %
+4.03%
% of All Funds
12.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
108
Increased
253
Reduced
330
Closed
64
Calls
$176M
Puts
$78.3M
Net Calls
+$97.7M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
476
Weiss Multi-Strategy Advisers
New York
$467K -$78.4K -596 -15%
OFA
477
Oak Family Advisors
Illinois
$466K +$1.05K +8 +0.2%
TI
478
Tidal Investments
Wisconsin
$464K +$29.8K +227 +7%
LA
479
LBP AM
France
$463K
RFC
480
Regions Financial Corp
Alabama
$453K +$14.9K +113 +4%
UCFA
481
United Capital Financial Advisors
Texas
$451K +$430K +3,269 New
BIP
482
Brandes Investment Partners
California
$446K +$426K +3,238 New
A
483
AlphaQuest
New York
$446K +$426K +3,237 New
RCP
484
Rothschild Capital Partners
New York
$444K +$131K +1,000 +45%
GT
485
Greenleaf Trust
Michigan
$441K +$33.4K +254 +9%
CW
486
CreativeOne Wealth
Kansas
$440K -$629K -4,786 -60%
KI
487
Kapitalo Investimentos
Brazil
$439K -$34.2K -260 -8%
Credit Agricole
488
Credit Agricole
France
$439K +$280K +2,126 +202%
HAIM
489
Hunter Associates Investment Management
Pennsylvania
$438K
MCA
490
Martin Capital Advisors
Texas
$434K
MMPW
491
Mitchell McLeod Pugh & Williams
Alabama
$432K
SPIA
492
Steward Partners Investment Advisory
New York
$431K +$2.76K +21 +0.7%
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$425K -$2.1K -16 -0.5%
WPC
494
Waters Parkerson & Co
Louisiana
$421K
GP
495
Girard Partners
Pennsylvania
$420K -$280K -2,133 -41%
WWM
496
Waterway Wealth Management
Texas
$420K +$400K +3,043 New
GW
497
GW & Wade
Massachusetts
$416K -$21.7K -165 -5%
CM
498
Caption Management
Oklahoma
$414K -$592K -4,500 -60%
NHT
499
New Hampshire Trust
New Hampshire
$409K -$9.6K -73 -2%
EWA
500
EP Wealth Advisors
California
$407K -$70.1K -533 -15%

DGX Hedge Fund Activity: Q4 2023 in Review

826 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2023, worth a combined $13.7B — up 14% from $12B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DGX positions and 64 closed out — a net gain of 44 holders — while 253 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $106M.

  • 826 institutional investors held Quest Diagnostics (DGX) as of Q4 2023, up from 794 in Q3 2023.
  • Funds reported $13.7B of Quest Diagnostics stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Quest Diagnostics positions in Q4 2023 and 64 closed out, a net change of +44 holders.
  • The largest Quest Diagnostics buyer in Q4 2023 was Morgan Stanley, an estimated $276M added.
  • The largest Quest Diagnostics seller in Q4 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.