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Quest Diagnostics

846 hedge funds and large institutions have $15.2B invested in Quest Diagnostics in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 293 increasing their positions, 309 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

14% more capital invested

Capital invested by funds: $13.3B → $15.2B (+$1.82B)

10% more call options, than puts

Call options by funds: $62.2M | Put options by funds: $56.3M

1% more funds holding

Funds holding: 837846 (+9)

0.11% more ownership

Funds ownership: 87.71%87.82% (+0.11%)

5% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 309

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
846
Holders Change
+9
Holders Change %
+1.08%
% of All Funds
12.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
92
Increased
293
Reduced
309
Closed
73
Calls
$62.2M
Puts
$56.3M
Net Calls
+$5.9M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Shell Asset Management
Netherlands
$446K +$429K +2,875 New
GS
502
GTS Securities
New York
$441K +$424K +2,842 New
TMAM
503
Tokio Marine Asset Management
Japan
$438K +$39K +261 +10%
EWA
504
Emergent Wealth Advisors
New York
$435K +$418K +2,800 New
FIM
505
Freedom Investment Management
Connecticut
$424K -$42.3K -283 -9%
WI
506
Wahed Invest
New York
$418K +$36.1K +242 +10%
SAM
507
Sequent Asset Management
Texas
$418K
LCWP
508
Legacy Capital Wealth Partners
Arkansas
$418K +$402K +2,690 New
PCS
509
Personal CFO Solutions
New Jersey
$413K -$33K -221 -8%
AWS
510
Atria Wealth Solutions
New York
$411K +$146K +977 +58%
IF
511
Intrua Financial
Texas
$410K -$11.3K -76 -3%
RJT
512
Raymond James Trust
Florida
$399K +$13.1K +88 +4%
TC
513
Truvestments Capital
Florida
$390K +$375K +2,514 New
OKSA
514
O'Keefe Stevens Advisory
New York
$388K
SC
515
Searle & Co
Connecticut
$388K
PS
516
Principal Securities
Iowa
$388K +$84.1K +563 +29%
SC
517
Savant Capital
Illinois
$386K +$371K +2,486 New
SAW
518
Signal Advisors Wealth
Michigan
$386K +$371K +2,485 New
IHL
519
Investment House LLC
California
$384K
RMAM
520
Raab & Moskowitz Asset Management
New Jersey
$384K
FHA
521
Flagship Harbor Advisors
Massachusetts
$383K +$299 +2 +0.1%
Kovitz Investment Group Partners
522
Kovitz Investment Group Partners
Illinois
$380K +$345K +2,307 +152%
NAS
523
Nicolet Advisory Services
Wisconsin
$373K +$448 +3 +0.1%
TNB
524
Thomasville National Bank
Georgia
$371K -$7.47K -50 -2%
CSPIA
525
Cary Street Partners Investment Advisory
Virginia
$369K -$94.1K -630 -21%

DGX Hedge Fund Activity: Q3 2024 in Review

846 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2024, worth a combined $15.2B — up 14% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DGX positions and 73 closed out — a net gain of 19 holders — while 293 added to existing stakes and 309 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $552M. The largest seller was Millennium Management, cutting an estimated $117M.

  • 846 institutional investors held Quest Diagnostics (DGX) as of Q3 2024, up from 837 in Q2 2024.
  • Funds reported $15.2B of Quest Diagnostics stock for Q3 2024, up 14% quarter-over-quarter.
  • 92 funds opened new Quest Diagnostics positions in Q3 2024 and 73 closed out, a net change of +19 holders.
  • The largest Quest Diagnostics buyer in Q3 2024 was T. Rowe Price Associates, an estimated $552M added.
  • The largest Quest Diagnostics seller in Q3 2024 was Millennium Management, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2024.