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Quest Diagnostics

846 hedge funds and large institutions have $15.2B invested in Quest Diagnostics in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 293 increasing their positions, 309 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

14% more capital invested

Capital invested by funds: $13.3B → $15.2B (+$1.82B)

10% more call options, than puts

Call options by funds: $62.2M | Put options by funds: $56.3M

1% more funds holding

Funds holding: 837846 (+9)

0.11% more ownership

Funds ownership: 87.71%87.82% (+0.11%)

5% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 309

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
846
Holders Change
+9
Holders Change %
+1.08%
% of All Funds
12.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
92
Increased
293
Reduced
309
Closed
73
Calls
$62.2M
Puts
$56.3M
Net Calls
+$5.9M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$322K -$2.84K -19 -0.9%
BC
552
Bridgefront Capital
Texas
$320K -$246K -1,645 -44%
CA
553
Clearstead Advisors
Ohio
$317K
GFP
554
Gryphon Financial Partners
Ohio
$312K -$896 -6 -0.3%
BPA
555
Beacon Pointe Advisors
California
$311K -$3.14K -21 -1%
HIC
556
Holderness Investments Company
North Carolina
$311K
MAS
557
Meeder Advisory Services
Ohio
$309K +$29.6K +198 +11%
BFG
558
Bleakley Financial Group
New Jersey
$308K +$6.87K +46 +2%
SPA
559
Sherbrooke Park Advisers
New York
$307K -$122K -818 -29%
S
560
SimplyRich
California
$304K +$293K +1,959 New
SLA
561
Silver Lake Advisory
Utah
$302K +$1.49K +10 +0.5%
FFM
562
Forum Financial Management
Illinois
$301K +$14.9K +100 +5%
SA
563
SpiderRock Advisors
Delaware
$300K
MCM
564
MAI Capital Management
Ohio
$299K -$224K -1,503 -44%
SCM
565
Schnieders Capital Management
California
$298K
GA
566
Greenspring Advisors
Maryland
$298K
MIM
567
Morningstar Investment Management
Illinois
$297K -$299 -2 -0.1%
RA
568
Ransom Advisory
Rhode Island
$295K -$44.8K -300 -14%
SAM
569
S.A. Mason
Michigan
$295K
WCM Investment Management
570
WCM Investment Management
California
$293K +$283K +1,895 New
EWM
571
Evercore Wealth Management
New York
$292K
RWA
572
River Wealth Advisors
Pennsylvania
$291K +$597 +4 +0.2%
GAM
573
Gotham Asset Management
New York
$290K -$729K -4,879 -72%
WPC
574
Wedmont Private Capital
Pennsylvania
$289K +$17K +114 +6%
DCBT
575
Dakota Community Bank & Trust
North Dakota
$287K -$747 -5 -0.3%

DGX Hedge Fund Activity: Q3 2024 in Review

846 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2024, worth a combined $15.2B — up 14% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DGX positions and 73 closed out — a net gain of 19 holders — while 293 added to existing stakes and 309 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $552M. The largest seller was Millennium Management, cutting an estimated $117M.

  • 846 institutional investors held Quest Diagnostics (DGX) as of Q3 2024, up from 837 in Q2 2024.
  • Funds reported $15.2B of Quest Diagnostics stock for Q3 2024, up 14% quarter-over-quarter.
  • 92 funds opened new Quest Diagnostics positions in Q3 2024 and 73 closed out, a net change of +19 holders.
  • The largest Quest Diagnostics buyer in Q3 2024 was T. Rowe Price Associates, an estimated $552M added.
  • The largest Quest Diagnostics seller in Q3 2024 was Millennium Management, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2024.