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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
S
526
SignatureFD
Georgia
$11K -$76 -1 -0.7%
PCM
527
Penserra Capital Management
California
$11K +$3.35K +44 +49%
CIA
528
Cascade Investment Advisors
Oregon
$10.2K +$9.52K +125 New
CB
529
Community Bank
New York
$9K – – –
JIC
530
Joel Isaacson & Co
New York
$9K – – –
EWM
531
Evercore Wealth Management
New York
$8K – – –
FIB
532
First Interstate Bank
Montana
$8K – – –
PFS
533
Physicians Financial Services
North Carolina
$8K – – –
CCM
534
Cribstone Capital Management
Maine
$8K +$7.54K +99 New
GAM
535
Gemmer Asset Management
California
$7K – – –
TFO
536
Tarbox Family Office
California
$7K – – –
CHP
537
Cable Hill Partners
Oregon
$6K – – –
IWMPD
538
Integrated Wealth Management (Palm Desert)
California
$5K – – –
SSB
539
Sandy Spring Bank
Maryland
$5K – – –
WP
540
WealthPLAN Partners
Nebraska
$4.08K +$7.62K +100 New
LWM
541
Lenox Wealth Management
Ohio
$4K – – –
QCG
542
Quadrant Capital Group
Ohio
$4K +$990 +13 +25%
TFA
543
Transamerica Financial Advisors
Florida
$3K -$16.4K -215 -90%
AC
544
Alexandria Capital
Virginia
$3K +$2.36K +31 New
MA
545
MCF Advisors
Kentucky
$3K +$2.67K +35 New
CAW
546
Cornerstone Advisors (Washington)
Washington
$2K – – –
WA
547
WFG Advisors
Texas
$2K – – –
ZB
548
Zions Bancorporation
Utah
$2K – – –
PCP
549
Proficio Capital Partners
Massachusetts
$2K +$761 +10 +67%
DPA
550
Delphi Private Advisors
California
$2K +$1.14K +15 +150%
20 21
22
23 24

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.