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Quest Diagnostics

748 hedge funds and large institutions have $13.5B invested in Quest Diagnostics in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 218 increasing their positions, 290 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $105M | Put options by funds: $56.1M

46% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 87

37% more capital invested

Capital invested by funds: $9.91B → $13.5B (+$3.63B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 714748 (+34)

4.13% less ownership

Funds ownership: 93.08%88.96% (-4.1%)

25% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 290

Holders
748
Holders Change
+34
Holders Change %
+4.76%
% of All Funds
15.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
127
Increased
218
Reduced
290
Closed
87
Calls
$105M
Puts
$56.1M
Net Calls
+$49.2M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
B
526
Barings
North Carolina
$330K
VI
527
Vestcor Inc
New Brunswick, Canada
$326K -$2.02K -19 -0.7%
ETC
528
Exchange Traded Concepts
Oklahoma
$325K +$297K +2,804 +6,231%
EWM
529
Evermay Wealth Management
Virginia
$322K +$300K +2,826 New
IP
530
Intellectus Partners
California
$321K -$1.59K -15 -0.5%
IAA
531
Independent Advisor Alliance
North Carolina
$319K -$6.47K -61 -2%
BBWA
532
Bell & Brown Wealth Advisors
California
$315K -$6.89K -65 -3%
Cerity Partners
533
Cerity Partners
New York
$313K +$15.2K +143 +5%
BRWA
534
B. Riley Wealth Advisors
Florida
$313K +$291K +2,742 New
AF
535
AMG Funds
Connecticut
$304K -$75K -707 -21%
PPCM
536
Pillar Pacific Capital Management
California
$304K -$10.6K -100 -4%
ANRIA
537
American National Registered Investment Advisor
Texas
$302K
FMWA
538
Forvis Mazars Wealth Advisors
Missouri
$301K +$12.4K +117 +5%
DIM
539
DC Investments Management
Virginia
$300K -$264K -2,485 -49%
GT
540
Greenleaf Trust
Michigan
$299K -$49.5K -467 -15%
CTC
541
Central Trust Company
Missouri
$297K +$14.3K +135 +5%
RI
542
Ridgewood Investments
New Jersey
$297K +$276K +2,606 New
NIA
543
Northstar Investment Advisors
Colorado
$296K
CFGS
544
Concourse Financial Group Securities
Alabama
$288K +$72.5K +684 +37%
Fiera Capital (Canada)
545
Fiera Capital (Canada)
Quebec, Canada
$286K -$2.29M -21,549 -90%
SC
546
Searle & Co
Connecticut
$285K
OKSA
547
O'Keefe Stevens Advisory
New York
$285K +$265K +2,500 New
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$283K +$11.7K +110 +5%
RFC
549
Regions Financial Corp
Alabama
$280K +$261K +2,458 New
FWSM
550
First Wilshire Securities Management
California
$279K +$260K +2,450 New

DGX Hedge Fund Activity: Q2 2020 in Review

748 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2020, worth a combined $13.5B — up 37% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new DGX positions and 87 closed out — a net gain of 40 holders — while 218 added to existing stakes and 290 trimmed.

The largest buyer was Ameriprise, adding an estimated $213M. The largest seller was Victory Capital Management, cutting an estimated $465M.

  • 748 institutional investors held Quest Diagnostics (DGX) as of Q2 2020, up from 714 in Q1 2020.
  • Funds reported $13.5B of Quest Diagnostics stock for Q2 2020, up 37% quarter-over-quarter.
  • 127 funds opened new Quest Diagnostics positions in Q2 2020 and 87 closed out, a net change of +40 holders.
  • The largest Quest Diagnostics buyer in Q2 2020 was Ameriprise, an estimated $213M added.
  • The largest Quest Diagnostics seller in Q2 2020 was Victory Capital Management, an estimated $465M sold.

Based on aggregated 13F filings for Q2 2020.