We are live on ! Find out more
DGX icon

Quest Diagnostics

814 hedge funds and large institutions have $14.9B invested in Quest Diagnostics in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$142M)

0.3% more ownership

Funds ownership: 86.81%87.11% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 817814 (-3)

0% less call options, than puts

Call options by funds: $136M | Put options by funds: $137M

Holders
814
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
14.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
293
Reduced
282
Closed
62
Calls
$136M
Puts
$137M
Net Calls
-$619K
Net Calls Change
-$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$423K +$164K +1,249 +64%
IA
502
IFG Advisory
Georgia
$419K -$106K -807 -20%
TCWM
503
Total Clarity Wealth Management
Illinois
$417K +$245K +1,873 +145%
NFG
504
Next Financial Group
Texas
$416K -$141K -1,074 -25%
SAM
505
Sabadell Asset Management
Spain
$413K +$410K +3,129 New
MML Investors Services
506
MML Investors Services
Massachusetts
$409K -$412K -3,148 -50%
HIS
507
Harvest Investment Services
Illinois
$407K +$155K +1,184 +62%
BBL
508
Beck Bode LLC
Massachusetts
$405K +$130K +991 +48%
JIC
509
Johnson Investment Counsel
Ohio
$403K -$14.9K -114 -4%
MMPW
510
Mitchell McLeod Pugh & Williams
Alabama
$403K
TNB
511
Thomasville National Bank
Georgia
$401K -$103K -785 -21%
CG
512
Caprock Group
Idaho
$399K -$25.5K -195 -6%
RFC
513
Regions Financial Corp
Alabama
$397K +$71.9K +549 +22%
IAA
514
Independent Advisor Alliance
North Carolina
$395K +$2.88K +22 +0.7%
FHA
515
Flagship Harbor Advisors
Massachusetts
$392K +$16.9K +129 +5%
SPIA
516
Steward Partners Investment Advisory
New York
$391K -$219K -1,675 -36%
WT
517
Whittier Trust
California
$387K
Lido Advisors
518
Lido Advisors
California
$387K +$37.2K +284 +11%
DT
519
Diversified Trust
Tennessee
$386K -$101K -771 -21%
PCS
520
Personal CFO Solutions
New Jersey
$384K -$134K -1,023 -26%
Rafferty Asset Management
521
Rafferty Asset Management
New York
$383K +$19K +145 +5%
ACA
522
Atlas Capital Advisors
Wyoming
$377K
EGM
523
Engineers Gate Manager
New York
$375K -$308K -2,349 -45%
IHL
524
Investment House LLC
California
$369K
GT
525
Greenleaf Trust
Michigan
$368K -$20.4K -156 -5%

DGX Hedge Fund Activity: Q2 2021 in Review

814 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2021, worth a combined $14.9B — up 0.96% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DGX positions and 62 closed out — a net gain of 5 holders — while 293 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $129M.

  • 814 institutional investors held Quest Diagnostics (DGX) as of Q2 2021, down from 817 in Q1 2021.
  • Funds reported $14.9B of Quest Diagnostics stock for Q2 2021, up 0.96% quarter-over-quarter.
  • 67 funds opened new Quest Diagnostics positions in Q2 2021 and 62 closed out, a net change of +5 holders.
  • The largest Quest Diagnostics buyer in Q2 2021 was Morgan Stanley, an estimated $74.3M added.
  • The largest Quest Diagnostics seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.