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Quest Diagnostics

837 hedge funds and large institutions have $15.9B invested in Quest Diagnostics in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 285 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $14.9B → $15.9B (+$913M)

3% more funds holding

Funds holding: 814837 (+23)

2.53% more ownership

Funds ownership: 87.11%89.64% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 285

2% more call options, than puts

Call options by funds: $188M | Put options by funds: $184M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
837
Holders Change
+23
Holders Change %
+2.83%
% of All Funds
14.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
93
Increased
293
Reduced
285
Closed
59
Calls
$188M
Puts
$184M
Net Calls
+$3.09M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
551
Diversified Trust
Tennessee
$372K -$53K -362 -12%
UCFA
552
United Capital Financial Advisors
Texas
$371K -$22.2K -152 -6%
SCA
553
SMH Capital Advisors
Texas
$366K
OKSA
554
O'Keefe Stevens Advisory
New York
$363K
SC
555
Searle & Co
Connecticut
$363K
EWM
556
Evermay Wealth Management
Virginia
$362K +$146 +1 +0%
Fiera Capital (Canada)
557
Fiera Capital (Canada)
Quebec, Canada
$362K +$6.14K +42 +2%
BFO
558
Biltmore Family Office
North Carolina
$360K +$363K +2,478 New
AWA
559
Arkadios Wealth Advisors
Georgia
$356K -$37.3K -255 -9%
FWSM
560
First Wilshire Securities Management
California
$356K
CI
561
CX Institutional
Indiana
$356K +$732 +5 +0.2%
SWM
562
SeaCrest Wealth Management
New York
$356K +$35.6K +243 +11%
EHC
563
Everett Harris & Co
California
$354K -$160K -1,091 -31%
PA
564
Profund Advisors
Maryland
$350K -$21.7K -148 -6%
BBWA
565
Bell & Brown Wealth Advisors
California
$349K +$352K +2,405 New
MAFM
566
Mid Atlantic Financial Management
Pennsylvania
$346K +$1.61K +11 +0.5%
AA
567
ALPS Advisors
Colorado
$341K -$61K -417 -15%
APP
568
Avantax Planning Partners
Iowa
$341K
KeyBank National Association
569
KeyBank National Association
Ohio
$339K +$26.5K +181 +8%
BOTW
570
Bank of the West
California
$339K +$342K +2,336 New
CCA
571
Cobblestone Capital Advisors
New York
$338K
HA
572
Harborview Advisors
Maine
$335K +$337K +2,303 New
PDN
573
Pensionfund DSM Netherlands
Netherlands
$334K +$337K +2,300 New
KMWM
574
Keudell/Morrison Wealth Management
Oregon
$333K
PAS
575
Park Avenue Securities
New York
$333K +$34.8K +238 +12%

DGX Hedge Fund Activity: Q3 2021 in Review

837 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2021, worth a combined $15.9B — up 6.1% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DGX positions and 59 closed out — a net gain of 34 holders — while 293 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Nordea Investment Management, cutting an estimated $290M.

  • 837 institutional investors held Quest Diagnostics (DGX) as of Q3 2021, up from 814 in Q2 2021.
  • Funds reported $15.9B of Quest Diagnostics stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 93 funds opened new Quest Diagnostics positions in Q3 2021 and 59 closed out, a net change of +34 holders.
  • The largest Quest Diagnostics buyer in Q3 2021 was BlackRock, an estimated $118M added.
  • The largest Quest Diagnostics seller in Q3 2021 was Nordea Investment Management, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2021.