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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
IWA
501
Intercontinental Wealth Advisors
Texas
$437K -$472K -3,872 -51%
DWA
502
Douglass Winthrop Advisors
New York
$435K
PAS
503
Park Avenue Securities
New York
$427K +$17.1K +140 +4%
WR
504
WD Rutherford
Oregon
$422K +$432K +3,545 New
LIA
505
LS Investment Advisors
Michigan
$418K -$970K -7,959 -69%
RHBC
506
R.H. Bluestein & Co
Michigan
$417K
RG
507
Rikoon Group
New Mexico
$415K
PPCM
508
Pillar Pacific Capital Management
California
$414K -$6.09K -50 -1%
MPIA
509
Mountain Pacific Investment Advisers
Idaho
$411K
WPC
510
Waters Parkerson & Co
Louisiana
$411K
HIS
511
Harvest Investment Services
Illinois
$410K +$87K +714 +26%
RF
512
RHS Financial
California
$396K
TNB
513
Thomasville National Bank
Georgia
$396K
BS
514
Bessemer Securities
New York
$393K
RIM
515
Redpoint Investment Management
Australia
$393K
MWM
516
Meridian Wealth Management
Kentucky
$392K +$14.3K +117 +4%
FA
517
FDx Advisors
Illinois
$387K -$70K -574 -15%
AC
518
Avestar Capital
New York
$387K -$2.44K -20 -0.6%
AAS
519
Avantax Advisory Services
Texas
$387K +$30.6K +251 +8%
EP
520
Eudaimonia Partners
Tennessee
$383K -$1.1K -9 -0.3%
FMWA
521
Forvis Mazars Wealth Advisors
Missouri
$383K +$66.8K +548 +21%
CCFCSB
522
Cape Cod Five Cents Savings Bank
Massachusetts
$379K -$3.05K -25 -0.8%
ETC
523
Exchange Traded Concepts
Oklahoma
$379K +$29.6K +243 +8%
Verition Fund Management
524
Verition Fund Management
Connecticut
$378K -$545K -4,471 -59%
TIAM2
525
Tru Independence Asset Management 2
Oregon
$377K +$386K +3,167 New

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.