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Quest Diagnostics

748 hedge funds and large institutions have $13.5B invested in Quest Diagnostics in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 218 increasing their positions, 290 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $105M | Put options by funds: $56.1M

46% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 87

37% more capital invested

Capital invested by funds: $9.91B → $13.5B (+$3.63B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 714748 (+34)

4.13% less ownership

Funds ownership: 93.08%88.96% (-4.1%)

25% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 290

Holders
748
Holders Change
+34
Holders Change %
+4.76%
% of All Funds
15.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
127
Increased
218
Reduced
290
Closed
87
Calls
$105M
Puts
$56.1M
Net Calls
+$49.2M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
551
Harbor Investment Advisory
Maryland
$276K +$184K +1,735 +252%
ZCA
552
Zeke Capital Advisors
Pennsylvania
$274K +$255K +2,406 New
CI
553
CX Institutional
Indiana
$272K -$6.79K -64 -3%
SMC
554
Smith, Moore & Co
Missouri
$272K +$253K +2,384 New
CMBA
555
C.M. Bidwell & Associates
Hawaii
$271K +$252K +2,375 New
KMWM
556
Keudell/Morrison Wealth Management
Oregon
$271K +$252K +2,377 New
Wealthfront Advisers
557
Wealthfront Advisers
California
$268K -$18.7K -176 -7%
AA
558
ALPS Advisors
Colorado
$267K -$27.7K -261 -10%
AssetMark Inc
559
AssetMark Inc
California
$265K +$169K +1,591 +216%
CCA
560
Cobblestone Capital Advisors
New York
$265K +$247K +2,325 New
RWP
561
RWA Wealth Partners
Massachusetts
$264K +$246K +2,316 New
UR
562
USCA RIA
Texas
$263K +$245K +2,311 New
FMLI
563
Fukoku Mutual Life Insurance
Japan
$262K
TGAM
564
TBH Global Asset Management
Tennessee
$262K +$244K +2,300 New
HBT
565
Hills Bank & Trust
Iowa
$261K +$243K +2,291 New
DTL
566
Dynamic Technology Lab
Singapore
$259K -$2.05M -19,328 -89%
AAS
567
Avantax Advisory Services
Texas
$258K +$241K +2,276 New
WS
568
Wedbush Securities
California
$254K -$74.9K -706 -24%
RCP
569
Rothschild Capital Partners
New York
$253K +$236K +2,222 New
CA
570
Clearstead Advisors
Ohio
$250K
FHA
571
Flagship Harbor Advisors
Massachusetts
$249K +$7.74K +73 +3%
IA
572
IFG Advisory
Georgia
$247K +$230K +2,169 New
WP
573
WealthSource Partners
California
$246K +$229K +2,158 New
AIP
574
Ameritas Investment Partners
Nebraska
$245K -$12.2K -115 -5%
GDP
575
Great Diamond Partners
Maine
$245K +$228K +2,151 New

DGX Hedge Fund Activity: Q2 2020 in Review

748 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2020, worth a combined $13.5B — up 37% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new DGX positions and 87 closed out — a net gain of 40 holders — while 218 added to existing stakes and 290 trimmed.

The largest buyer was Ameriprise, adding an estimated $213M. The largest seller was Victory Capital Management, cutting an estimated $465M.

  • 748 institutional investors held Quest Diagnostics (DGX) as of Q2 2020, up from 714 in Q1 2020.
  • Funds reported $13.5B of Quest Diagnostics stock for Q2 2020, up 37% quarter-over-quarter.
  • 127 funds opened new Quest Diagnostics positions in Q2 2020 and 87 closed out, a net change of +40 holders.
  • The largest Quest Diagnostics buyer in Q2 2020 was Ameriprise, an estimated $213M added.
  • The largest Quest Diagnostics seller in Q2 2020 was Victory Capital Management, an estimated $465M sold.

Based on aggregated 13F filings for Q2 2020.