We are live on ! Find out more
DGX icon

Quest Diagnostics
DGX

656 hedge funds and large institutions have $11.2B invested in Quest Diagnostics in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 234 increasing their positions, 202 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

18% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $57.7M

16% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 202

13% more capital invested

Capital invested by funds: $9.91B → $11.2B (+$1.3B)

5% more funds holding

Funds holding: 624 → 656 (+32)

4.2% more ownership

Funds ownership: 88.67% → 92.87% (+4.2%)

Holders
656
Holders Change
+32
Holders Change %
+5.13%
% of All Funds
14.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
97
Increased
234
Reduced
202
Closed
55
Calls
$68.3M
Puts
$57.7M
Net Calls
+$10.7M
Net Calls Change
+$30M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$259M
2
DSA
Davis Selected Advisers
Arizona
+$246M
3
AAMU
Amundi Asset Management US
Massachusetts
+$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$70.9M
5
Bank of America
Bank of America
North Carolina
+$49.9M

Top Sellers

Rank Fund Capital Flow
1
LCS
Levin Capital Strategies
New York
-$122M
2
APG Asset Management
APG Asset Management
Netherlands
-$102M
3
Wells Fargo
Wells Fargo
California
-$64.8M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$48.9M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
551
Washington Trust Bank
Washington
$45K -$17.3K -200 -29%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$45K -$4.16K -48 -9%
OSNBOA
553
Old Second National Bank of Aurora
Illinois
$45K – – –
S
554
SignatureFD
Georgia
$45K +$18.7K +216 +75%
PCG
555
Private Capital Group
Connecticut
$44K +$867 +10 +2%
KPW
556
Kore Private Wealth
New York
$42K – – –
PCM
557
Penserra Capital Management
California
$42K +$38.5K +444 New
AF
558
Advisornet Financial
Minnesota
$40K +$4.94K +57 +15%
BWP
559
Baldwin Wealth Partners
Massachusetts
$36K – – –
GEA
560
Glen Eagle Advisors
New Jersey
$36K – – –
GLI
561
Guardian Life Insurance
New York
$35K – – –
TNBTD
562
Trustmark National Bank Trust Department
Mississippi
$35K – – –
SIAS
563
Shine Investment Advisory Services
Colorado
$34K – – –
ASN
564
Advisory Services Network
Georgia
$32K +$8.49K +98 +39%
CCM
565
Cribstone Capital Management
Maine
$30K +$2.43K +28 +9%
CAW
566
Cornerstone Advisors (Washington)
Washington
$28K +$1.73K +20 +7%
LJHT
567
Laurie J. Hall Trustee
$27K – – –
RWA
568
Ropes Wealth Advisors
Massachusetts
$27K – – –
CIA
569
CSat Investment Advisory
Michigan
$27K +$4.51K +52 +21%
PK
570
Pflug Koory
Nebraska
$26K -$4.33K -50 -15%
IA
571
IFP Advisors
Florida
$25K -$165K -1,905 -87%
DOA
572
D'Orazio & Associates
Virginia
$25K – – –
SFSIG
573
San Francisco Sentry Investment Group
California
$23K +$4.16K +48 +23%
BBNA
574
Bremer Bank National Association
Minnesota
$23K +$20.8K +240 New
MCM
575
Manchester Capital Management
Vermont
$22K – – –
21 22
23
24 25

DGX Hedge Fund Activity: Q1 2019 in Review

656 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2019, worth a combined $11.2B — up 13% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DGX positions and 55 closed out — a net gain of 42 holders — while 234 added to existing stakes and 202 trimmed.

The largest buyer was Boston Partners, adding an estimated $259M. The largest seller was Levin Capital Strategies, cutting an estimated $122M.

  • 656 institutional investors held Quest Diagnostics (DGX) as of Q1 2019, up from 624 in Q4 2018.
  • Funds reported $11.2B of Quest Diagnostics stock for Q1 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Quest Diagnostics positions in Q1 2019 and 55 closed out, a net change of +42 holders.
  • The largest Quest Diagnostics buyer in Q1 2019 was Boston Partners, an estimated $259M added.
  • The largest Quest Diagnostics seller in Q1 2019 was Levin Capital Strategies, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2019.