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Quest Diagnostics

814 hedge funds and large institutions have $14.9B invested in Quest Diagnostics in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$142M)

0.3% more ownership

Funds ownership: 86.81%87.11% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 817814 (-3)

0% less call options, than puts

Call options by funds: $136M | Put options by funds: $137M

Holders
814
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
14.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
293
Reduced
282
Closed
62
Calls
$136M
Puts
$137M
Net Calls
-$619K
Net Calls Change
-$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
526
FDx Advisors
Illinois
$367K -$15.4K -118 -4%
ASN
527
Advisory Services Network
Georgia
$366K +$363K +2,775 New
AA
528
ALPS Advisors
Colorado
$365K
Walleye Trading
529
Walleye Trading
New York
$364K +$173K +1,324 +92%
PP
530
Prudential plc
United Kingdom
$363K -$727K -5,555 -67%
Bank Julius Baer & Co
531
Bank Julius Baer & Co
Switzerland
$360K -$34.4K -263 -9%
UCFA
532
United Capital Financial Advisors
Texas
$357K -$923K -7,051 -72%
AWA
533
Arkadios Wealth Advisors
Georgia
$357K +$126K +965 +55%
GLA
534
Great Lakes Advisors
Illinois
$349K +$346K +2,643 New
CCM
535
Cullen Capital Management
New York
$349K +$346K +2,646 New
ANRIA
536
American National Registered Investment Advisor
Texas
$345K -$4.58K -35 -1%
RI
537
Ridgewood Investments
New Jersey
$344K -$5.63K -43 -2%
CCFCSB
538
Cape Cod Five Cents Savings Bank
Massachusetts
$343K -$68.7K -525 -17%
ZCA
539
Zeke Capital Advisors
Pennsylvania
$341K +$44.8K +342 +15%
PA
540
Profund Advisors
Maryland
$338K -$5.37K -41 -2%
SCA
541
SMH Capital Advisors
Texas
$333K +$13.5K +103 +4%
OKSA
542
O'Keefe Stevens Advisory
New York
$330K
SC
543
Searle & Co
Connecticut
$330K
SM
544
SG3 Management
Puerto Rico
$330K +$327K +2,500 New
EWM
545
Evermay Wealth Management
Virginia
$329K -$19.4K -148 -6%
BPA
546
Beacon Pointe Advisors
California
$325K +$322K +2,459 New
FWSM
547
First Wilshire Securities Management
California
$323K
Fiera Capital (Canada)
548
Fiera Capital (Canada)
Quebec, Canada
$323K +$262 +2 +0.1%
CI
549
CX Institutional
Indiana
$323K +$6.02K +46 +2%
MAFM
550
Mid Atlantic Financial Management
Pennsylvania
$313K -$105K -802 -25%

DGX Hedge Fund Activity: Q2 2021 in Review

814 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2021, worth a combined $14.9B — up 0.96% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DGX positions and 62 closed out — a net gain of 5 holders — while 293 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $129M.

  • 814 institutional investors held Quest Diagnostics (DGX) as of Q2 2021, down from 817 in Q1 2021.
  • Funds reported $14.9B of Quest Diagnostics stock for Q2 2021, up 0.96% quarter-over-quarter.
  • 67 funds opened new Quest Diagnostics positions in Q2 2021 and 62 closed out, a net change of +5 holders.
  • The largest Quest Diagnostics buyer in Q2 2021 was Morgan Stanley, an estimated $74.3M added.
  • The largest Quest Diagnostics seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.