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Quest Diagnostics

826 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $176M | Put options by funds: $78.3M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $12B → $13.7B (+$1.7B)

4% more funds holding

Funds holding: 794826 (+32)

0.8% more ownership

Funds ownership: 87.73%88.54% (+0.8%)

23% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 330

Holders
826
Holders Change
+32
Holders Change %
+4.03%
% of All Funds
12.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
108
Increased
253
Reduced
330
Closed
64
Calls
$176M
Puts
$78.3M
Net Calls
+$97.7M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
526
Searle & Co
Connecticut
$345K
SWP
527
Stratos Wealth Partners
Ohio
$342K +$105K +798 +47%
IHL
528
Investment House LLC
California
$341K
RJT
529
Raymond James Trust
Florida
$341K +$102K +775 +46%
CTC
530
Central Trust Company
Missouri
$340K -$8.28K -63 -2%
WWS
531
Wellington Wealth Strategies
Indiana
$339K +$323K +2,457 New
NAM
532
NorthCrest Asset Manangement
Minnesota
$338K +$4.6K +35 +1%
WB
533
WesBanco Bank
West Virginia
$337K -$169K -1,288 -35%
WS
534
Wedbush Securities
California
$336K +$320K +2,436 New
TA
535
Tectonic Advisors
Texas
$336K +$320K +2,435 New
CFS
536
Commonwealth Financial Services
West Virginia
$330K -$31.6K -240 -9%
CCFCSB
537
Cape Cod Five Cents Savings Bank
Massachusetts
$327K -$326K -2,480 -51%
FWSM
538
First Wilshire Securities Management
California
$324K
BFM
539
Boothbay Fund Management
New York
$322K +$74.8K +569 +32%
CC
540
Corton Capital
Ontario, Canada
$319K +$304K +2,313 New
WP
541
WealthShield Partners
North Carolina
$318K
GS
542
GTS Securities
New York
$317K +$303K +2,302 New
GCA
543
Genesee Capital Advisors
New York
$316K +$1.84K +14 +0.6%
OAM
544
Oppenheimer Asset Management
New York
$316K +$301K +2,290 New
BSW
545
Buckingham Strategic Wealth
Missouri
$314K -$2.76K -21 -0.9%
Nomura Holdings
546
Nomura Holdings
Japan
$314K +$299K +2,278 New
GFP
547
Gryphon Financial Partners
Ohio
$314K +$29.3K +223 +11%
VanEck Associates
548
VanEck Associates
New York
$313K -$36.2K -275 -11%
TMAM
549
Tokio Marine Asset Management
Japan
$312K +$24.3K +185 +9%
KMWM
550
Keudell/Morrison Wealth Management
Oregon
$307K +$6.84K +52 +2%

DGX Hedge Fund Activity: Q4 2023 in Review

826 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2023, worth a combined $13.7B — up 14% from $12B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DGX positions and 64 closed out — a net gain of 44 holders — while 253 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $106M.

  • 826 institutional investors held Quest Diagnostics (DGX) as of Q4 2023, up from 794 in Q3 2023.
  • Funds reported $13.7B of Quest Diagnostics stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Quest Diagnostics positions in Q4 2023 and 64 closed out, a net change of +44 holders.
  • The largest Quest Diagnostics buyer in Q4 2023 was Morgan Stanley, an estimated $276M added.
  • The largest Quest Diagnostics seller in Q4 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.