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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
First Manhattan
501
First Manhattan
New York
$33K – – –
AWMS
502
Advocacy Wealth Management Services
Georgia
$33K +$22.8K +300 +300%
HI
503
Hudock Inc
Pennsylvania
$32K – – –
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$14.1K +185 +93%
MRCM
505
M&R Capital Management
New Jersey
$30K +$28.3K +372 New
NFG
506
Next Financial Group
Texas
$29K +$6.55K +86 +31%
SF
507
Synovus Financial
Georgia
$26K – – –
WAM
508
Wealthspire Advisors (Maryland)
Maryland
$26K +$8.53K +112 +53%
SFG
509
SevenBridge Financial Group
Pennsylvania
$26K +$24.6K +323 New
ASN
510
Advisory Services Network
Georgia
$25K – – –
LJHT
511
Laurie J. Hall Trustee
$25K – – –
RWA
512
Ropes Wealth Advisors
Massachusetts
$24K -$1.07K -14 -4%
DIA
513
Davidson Investment Advisors
Montana
$24K – – –
CFA
514
Carroll Financial Associates
North Carolina
$22K -$1.07K -14 -5%
DOA
515
D'Orazio & Associates
Virginia
$22K – – –
KT
516
Kanaly Trust
Texas
$22K +$457 +6 +2%
MCM
517
Manchester Capital Management
Vermont
$20K – – –
EFSCE
518
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
VCM
519
Versant Capital Management
Arizona
$17K +$838 +11 +5%
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$16K -$3.88K -51 -20%
ClearBridge Investments
521
ClearBridge Investments
New York
$16K – – –
FPFS
522
First Personal Financial Services
North Carolina
$15K +$14.5K +190 New
RFWA
523
RPg Family Wealth Advisory
Massachusetts
$14.7K – – –
BBHC
524
Brown Brothers Harriman & Co
New York
$14K +$13.4K +176 New
MFW
525
Mosaic Family Wealth
Missouri
$13K -$305 -4 -3%
19 20
21
22 23

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.