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Quest Diagnostics
DGX

614 hedge funds and large institutions have $12.1B invested in Quest Diagnostics in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 197 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $10.1M

47% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 51

7% more capital invested

Capital invested by funds: $11.2B → $12.1B (+$808M)

3% more funds holding

Funds holding: 598 → 614 (+16)

1% more ownership

Funds ownership: 88.35% → 89.35% (+1%)

14% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 230

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
614
Holders Change
+16
Holders Change %
+2.68%
% of All Funds
15.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
75
Increased
197
Reduced
230
Closed
51
Calls
$18.2M
Puts
$10.1M
Net Calls
+$8.1M
Net Calls Change
-$2.06M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.41B
2
Renaissance Technologies
Renaissance Technologies
New York
+$42.4M
3
JHIU
Janus Henderson Investors US
Colorado
+$32.6M
4
SCP
Seizert Capital Partners
Michigan
+$30.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$30.2M

Top Sellers

1
HM
HealthCor Management
New York
-$99.7M
2
Marshall Wace
Marshall Wace
United Kingdom
-$86.8M
3
CIC
Crawford Investment Counsel
Georgia
-$47.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$35M
5
Macquarie Group
Macquarie Group
Australia
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
526
Endurance Wealth Management
Rhode Island
$59K -$47.7K -500 -45%
ACM
527
Armbruster Capital Management
New York
$59K – – –
HCA
528
Harbour Capital Advisors
Virginia
$56K +$54.3K +570 New
GWM
529
Geneos Wealth Management
Colorado
$55K +$7.34K +77 +16%
GLI
530
Guardian Life Insurance
New York
$52K – – –
WTB
531
Washington Trust Bank
Washington
$49K -$1.24K -13 -3%
NIMI
532
Natixis Investment Managers International
France
$49K – – –
OSNBOA
533
Old Second National Bank of Aurora
Illinois
$49K – – –
PG
534
PEAK6 Group
Illinois
$47K +$45.9K +482 New
HFM
535
Harvest Fund Management
China
$44K – – –
AW
536
Alpha Windward
Massachusetts
$43K – – –
GEA
537
Glen Eagle Advisors
New Jersey
$39.3K -$19.1K -200 -33%
AIM
538
Acrospire Investment Management
Illinois
$39K -$133K -1,400 -78%
NFG
539
Next Financial Group
Texas
$39K -$39K -409 -53%
BWP
540
Baldwin Wealth Partners
Massachusetts
$39K – – –
BKA
541
Brick & Kyle Associates
Pennsylvania
$39K – – –
WAM
542
Wealthspire Advisors (Maryland)
Maryland
$38K +$5.91K +62 +19%
RIM
543
Rampart Investment Management
Connecticut
$38K +$36.7K +385 New
PK
544
Pflug Koory
Nebraska
$35K – – –
LJHT
545
Laurie J. Hall Trustee
$29.4K – – –
CJA
546
C-J Advisory
California
$29K – – –
DIA
547
Davidson Investment Advisors
Montana
$29K – – –
RWA
548
Ropes Wealth Advisors
Massachusetts
$29K – – –
AWM
549
AllSquare Wealth Management
New York
$29K +$28.5K +299 New
SFG
550
SevenBridge Financial Group
Pennsylvania
$28K – – –
20 21
22
23 24

DGX Hedge Fund Activity: Q1 2017 in Review

614 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2017, worth a combined $12.1B — up 7.2% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new DGX positions and 51 closed out — a net gain of 24 holders — while 197 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock, adding an estimated $1.41B. The largest seller was HealthCor Management, cutting an estimated $99.7M.

  • 614 institutional investors held Quest Diagnostics (DGX) as of Q1 2017, up from 598 in Q4 2016.
  • Funds reported $12.1B of Quest Diagnostics stock for Q1 2017, up 7.2% quarter-over-quarter.
  • 75 funds opened new Quest Diagnostics positions in Q1 2017 and 51 closed out, a net change of +24 holders.
  • The largest Quest Diagnostics buyer in Q1 2017 was BlackRock, an estimated $1.41B added.
  • The largest Quest Diagnostics seller in Q1 2017 was HealthCor Management, an estimated $99.7M sold.

Based on aggregated 13F filings for Q1 2017.