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Quest Diagnostics

814 hedge funds and large institutions have $14.9B invested in Quest Diagnostics in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$142M)

0.3% more ownership

Funds ownership: 86.81%87.11% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 817814 (-3)

0% less call options, than puts

Call options by funds: $136M | Put options by funds: $137M

Holders
814
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
14.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
293
Reduced
282
Closed
62
Calls
$136M
Puts
$137M
Net Calls
-$619K
Net Calls Change
-$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
551
180 Wealth Advisors
Washington
$310K -$23K -176 -8%
APP
552
Avantax Planning Partners
Iowa
$310K +$307K +2,348 New
CCA
553
Cobblestone Capital Advisors
New York
$307K
Fifth Third Bancorp
554
Fifth Third Bancorp
Ohio
$306K +$22K +168 +8%
CW
555
CreativeOne Wealth
Kansas
$304K +$91.5K +699 +44%
SLAM
556
Swiss Life Asset Management
$303K -$7.6M -58,038 -95%
KMWM
557
Keudell/Morrison Wealth Management
Oregon
$302K +$1.31K +10 +0.4%
SLA
558
Silver Lake Advisory
Utah
$300K -$11.8K -90 -4%
HI
559
Horizon Investments
North Carolina
$299K -$1.71M -13,036 -85%
DCM
560
Dupont Capital Management
Delaware
$297K +$7.59K +58 +3%
BAM
561
Berkshire Asset Management
Pennsylvania
$296K -$6.81K -52 -2%
CTC
562
Central Trust Company
Missouri
$296K +$1.96K +15 +0.7%
OPS
563
Orion Portfolio Solutions
Nebraska
$296K +$4.06K +31 +1%
VI
564
Vestcor Inc
New Brunswick, Canada
$295K -$35.1K -268 -11%
RIM
565
Redwood Investment Management
Arizona
$292K -$594K -4,538 -67%
SWM
566
SeaCrest Wealth Management
New York
$292K -$14K -107 -5%
IA
567
IndexIQ Advisors
New York
$289K +$5.37K +41 +2%
NIA
568
Northstar Investment Advisors
Colorado
$284K
KeyBank National Association
569
KeyBank National Association
Ohio
$284K +$23.2K +177 +9%
CWA
570
Canvas Wealth Advisors
Kansas
$282K
IP
571
Intellectus Partners
California
$278K -$92.8K -709 -25%
FSA
572
Franklin Street Advisors
North Carolina
$278K
GDP
573
Great Diamond Partners
Maine
$277K -$3.54K -27 -1%
PI
574
PEAK6 Investments
Illinois
$274K +$159K +1,218 +142%
PAS
575
Park Avenue Securities
New York
$271K -$283K -2,163 -51%

DGX Hedge Fund Activity: Q2 2021 in Review

814 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2021, worth a combined $14.9B — up 0.96% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DGX positions and 62 closed out — a net gain of 5 holders — while 293 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $129M.

  • 814 institutional investors held Quest Diagnostics (DGX) as of Q2 2021, down from 817 in Q1 2021.
  • Funds reported $14.9B of Quest Diagnostics stock for Q2 2021, up 0.96% quarter-over-quarter.
  • 67 funds opened new Quest Diagnostics positions in Q2 2021 and 62 closed out, a net change of +5 holders.
  • The largest Quest Diagnostics buyer in Q2 2021 was Morgan Stanley, an estimated $74.3M added.
  • The largest Quest Diagnostics seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.