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Quest Diagnostics

811 hedge funds and large institutions have $14B invested in Quest Diagnostics in 2020 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 290 increasing their positions, 261 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

100% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 65

21% more call options, than puts

Call options by funds: $77.5M | Put options by funds: $64.3M

11% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 261

7% more funds holding

Funds holding: 757811 (+54)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$632M)

0.93% less ownership

Funds ownership: 87.62%86.69% (-0.93%)

Holders
811
Holders Change
+54
Holders Change %
+7.13%
% of All Funds
14.35%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
130
Increased
290
Reduced
261
Closed
65
Calls
$77.5M
Puts
$64.3M
Net Calls
+$13.3M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
526
WT Wealth Management
Arizona
$373K +$382K +3,135 New
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$372K
UF
528
Univest Financial
Pennsylvania
$370K -$44.7K -367 -11%
RJT
529
Raymond James Trust
Florida
$368K -$52.5K -431 -12%
LCWP
530
Legacy Capital Wealth Partners
Arkansas
$366K +$375K +3,073 New
HAG
531
HighPoint Advisor Group
Illinois
$365K +$4.27K +35 +1%
MMPW
532
Mitchell McLeod Pugh & Williams
Alabama
$363K
SPIA
533
Steward Partners Investment Advisory
New York
$362K -$22.8K -187 -6%
IAA
534
Independent Advisor Alliance
North Carolina
$361K +$25.4K +208 +7%
KIC
535
Kensington Investment Counsel
California
$359K +$368K +3,016 New
APP
536
Alpha Paradigm Partners
Illinois
$354K +$362K +2,971 New
IHL
537
Investment House LLC
California
$352K -$25.2K -207 -7%
ACA
538
Atlas Capital Advisors
Wyoming
$350K -$376K -3,084 -51%
AssetMark Inc
539
AssetMark Inc
California
$350K -$62.5K -513 -15%
WT
540
Whittier Trust
California
$350K +$122 +1 +0%
LIM
541
Longfellow Investment Management
Massachusetts
$349K +$357K +2,926 New
DCM
542
Dupont Capital Management
Delaware
$342K -$47.8K -392 -12%
Lido Advisors
543
Lido Advisors
California
$341K -$1.58K -13 -0.5%
WWS
544
Wellington Wealth Strategies
Indiana
$339K +$300K +2,457 New
IP
545
Intellectus Partners
California
$336K
Fiera Capital (Canada)
546
Fiera Capital (Canada)
Quebec, Canada
$332K +$366 +3 +0.1%
PA
547
Profund Advisors
Maryland
$329K -$5.24K -43 -2%
FTDI
548
First Trust Direct Indexing
Massachusetts
$329K +$337K +2,762 New
GT
549
Greenleaf Trust
Michigan
$325K +$22.4K +184 +7%
EWM
550
Evermay Wealth Management
Virginia
$318K -$19.1K -157 -6%

DGX Hedge Fund Activity: Q4 2020 in Review

811 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2020, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DGX positions and 65 closed out — a net gain of 65 holders — while 290 added to existing stakes and 261 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $68.5M. The largest seller was Ameriprise, cutting an estimated $228M.

  • 811 institutional investors held Quest Diagnostics (DGX) as of Q4 2020, up from 757 in Q3 2020.
  • Funds reported $14B of Quest Diagnostics stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 130 funds opened new Quest Diagnostics positions in Q4 2020 and 65 closed out, a net change of +65 holders.
  • The largest Quest Diagnostics buyer in Q4 2020 was Renaissance Technologies, an estimated $68.5M added.
  • The largest Quest Diagnostics seller in Q4 2020 was Ameriprise, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2020.