We are live on ! Find out more
DGX icon

Quest Diagnostics

652 hedge funds and large institutions have $12B invested in Quest Diagnostics in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 173 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 52

3% more funds holding

Funds holding: 631652 (+21)

2% more capital invested

Capital invested by funds: $11.8B → $12B (+$223M)

0.38% more ownership

Funds ownership: 88.28%88.67% (+0.38%)

3% less call options, than puts

Call options by funds: $35.6M | Put options by funds: $36.9M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 270

Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
14.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
81
Increased
173
Reduced
270
Closed
52
Calls
$35.6M
Puts
$36.9M
Net Calls
-$1.26M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
551
McKinley Carter Wealth Services
West Virginia
$52K +$53.3K +520 New
OSNBOA
552
Old Second National Bank of Aurora
Illinois
$50K
WTB
553
Washington Trust Bank
Washington
$50K
WTC
554
WhitTier Trust Company
Nevada
$50K
Fifth Third Bancorp
555
Fifth Third Bancorp
Ohio
$43K +$29.4K +287 +206%
BFEC
556
Benjamin F. Edwards & Company
Missouri
$41K
FPFS
557
First Personal Financial Services
North Carolina
$41K +$512 +5 +1%
GEA
558
Glen Eagle Advisors
New Jersey
$40.1K
PCG
559
Private Capital Group
Connecticut
$37K +$24.9K +243 +199%
SIAS
560
Shine Investment Advisory Services
Colorado
$37K +$25.4K +248 +198%
MCM
561
McKinley Capital Management
Alaska
$35K +$35.9K +351 New
PK
562
Pflug Koory
Nebraska
$34K +$2.56K +25 +8%
MCM
563
Manchester Capital Management
Vermont
$32K +$6.86K +67 +27%
GLI
564
Guardian Life Insurance
New York
$31K -$13.1K -128 -29%
LJHT
565
Laurie J. Hall Trustee
$30K
RWA
566
Ropes Wealth Advisors
Massachusetts
$30K
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$30K +$1.43K +14 +5%
IWM
568
IHT Wealth Management
Illinois
$29K -$10.1K -99 -25%
CFA
569
Carroll Financial Associates
North Carolina
$29K -$1.95K -19 -6%
DOA
570
D'Orazio & Associates
Virginia
$28K
AIS
571
AlphaOne Investment Services
Pennsylvania
$28K +$29K +283 New
CAW
572
Cornerstone Advisors (Washington)
Washington
$27K
MOS
573
MGO One Seven
Ohio
$27K
AF
574
Advisornet Financial
Minnesota
$25K +$7.58K +74 +42%
CIP
575
Convergence Investment Partners
Florida
$24K +$24.6K +240 New

DGX Hedge Fund Activity: Q1 2018 in Review

652 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2018, worth a combined $12B — up 1.9% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DGX positions and 52 closed out — a net gain of 29 holders — while 173 added to existing stakes and 270 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $163M. The largest seller was Janus Henderson Group, cutting an estimated $84.7M.

  • 652 institutional investors held Quest Diagnostics (DGX) as of Q1 2018, up from 631 in Q4 2017.
  • Funds reported $12B of Quest Diagnostics stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 81 funds opened new Quest Diagnostics positions in Q1 2018 and 52 closed out, a net change of +29 holders.
  • The largest Quest Diagnostics buyer in Q1 2018 was Fiduciary Management Inc, an estimated $163M added.
  • The largest Quest Diagnostics seller in Q1 2018 was Janus Henderson Group, an estimated $84.7M sold.

Based on aggregated 13F filings for Q1 2018.