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Quest Diagnostics

631 hedge funds and large institutions have $11.8B invested in Quest Diagnostics in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 193 increasing their positions, 243 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $33M

29% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 70

2% more funds holding

Funds holding: 616631 (+15)

3% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$308M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.84% less ownership

Funds ownership: 90.12%88.28% (-1.8%)

21% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 243

Holders
631
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
14.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
90
Increased
193
Reduced
243
Closed
70
Calls
$44.2M
Puts
$33M
Net Calls
+$11.2M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Ropes Wealth Advisors
Massachusetts
$30K
SLF
552
Sun Life Financial
Ontario, Canada
$29K -$67K -707 -70%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$29K -$664 -7 -2%
WAM
554
Wealthspire Advisors (Maryland)
Maryland
$28K -$9.48K -100 -26%
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$27.5K +$11.1K +117 +72%
DOA
556
D'Orazio & Associates
Virginia
$27K
CAW
557
Cornerstone Advisors (Washington)
Washington
$26K
FIB
558
First Interstate Bank
Montana
$26K
MOS
559
MGO One Seven
Ohio
$26K +$25.4K +268 New
MCM
560
Manchester Capital Management
Vermont
$25K
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$24K +$22.7K +239 New
VCM
562
Versant Capital Management
Arizona
$22K
CJA
563
C-J Advisory
California
$21K -$8.63K -91 -30%
ClearBridge Investments
564
ClearBridge Investments
New York
$20K
BBHC
565
Brown Brothers Harriman & Co
New York
$20K +$2.37K +25 +14%
TC
566
Telemus Capital
Michigan
$20K +$19.4K +205 New
PRS
567
Pinkerton Retirement Specialists
Idaho
$18K
AF
568
Advisornet Financial
Minnesota
$17K +$16.6K +175 New
FRA
569
Front Row Advisors
California
$16K +$15.5K +164 New
RPG
570
Risk Paradigm Group
Texas
$15.1K -$6.35K -67 -30%
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$14K -$5.5K -58 -29%
EFSCE
572
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
KA
573
Kaizen Advisory
Illinois
$13K +$12.6K +133 New
CIA
574
Cascade Investment Advisors
Oregon
$12.3K
CHP
575
Cable Hill Partners
Oregon
$12K -$2.65K -28 -18%

DGX Hedge Fund Activity: Q4 2017 in Review

631 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2017, worth a combined $11.8B — up 2.7% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DGX positions and 70 closed out — a net gain of 20 holders — while 193 added to existing stakes and 243 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $197M. The largest seller was AJO LP, cutting an estimated $156M.

  • 631 institutional investors held Quest Diagnostics (DGX) as of Q4 2017, up from 616 in Q3 2017.
  • Funds reported $11.8B of Quest Diagnostics stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 90 funds opened new Quest Diagnostics positions in Q4 2017 and 70 closed out, a net change of +20 holders.
  • The largest Quest Diagnostics buyer in Q4 2017 was Fiduciary Management Inc, an estimated $197M added.
  • The largest Quest Diagnostics seller in Q4 2017 was AJO LP, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2017.