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Quest Diagnostics

631 hedge funds and large institutions have $11.8B invested in Quest Diagnostics in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 193 increasing their positions, 243 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $33M

29% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 70

2% more funds holding

Funds holding: 616631 (+15)

3% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$308M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.84% less ownership

Funds ownership: 90.12%88.28% (-1.8%)

21% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 243

Holders
631
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
14.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
90
Increased
193
Reduced
243
Closed
70
Calls
$44.2M
Puts
$33M
Net Calls
+$11.2M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
576
Proficio Capital Partners
Massachusetts
$12K -$379 -4 -3%
GRP
577
Global Retirement Partners
California
$12K
SIAS
578
Shine Investment Advisory Services
Colorado
$12K
First Manhattan
579
First Manhattan
New York
$11K
EWM
580
Evercore Wealth Management
New York
$10K -$5.69K -60 -38%
AWMS
581
Advocacy Wealth Management Services
Georgia
$10K
CB
582
Community Bank
New York
$10K
CCM
583
Covington Capital Management
California
$10K
PGWM
584
Parisi Gray Wealth Management
New Jersey
$10K +$9.29K +98 New
LFA
585
Legacy Financial Advisors
Kentucky
$10K +$10.4K +110 New
GAM
586
Gemmer Asset Management
California
$9K
TFS
587
TrustCore Financial Services
Tennessee
$9K +$8.91K +94 New
TFO
588
Tarbox Family Office
California
$8K -$1.52K -16 -16%
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
HIM
590
Hillsdale Investment Management
Ontario, Canada
$7K -$50.2K -530 -88%
VIA
591
Vantage Investment Advisors
Pennsylvania
$7K +$284 +3 +5%
QCG
592
Quadrant Capital Group
Ohio
$7K +$758 +8 +9%
SFSIG
593
San Francisco Sentry Investment Group
California
$7K +$3.41K +36 +116%
CBT
594
Capital Bank & Trust
California
$7K +$6.26K +66 New
SP
595
SWS Partners
Ohio
$7K +$6.64K +70 New
CAC
596
Certified Advisory Corp
Florida
$7K +$7.01K +74 New
FMA
597
FNY Managed Accounts
New York
$6K -$19.3K -204 -75%
AAP
598
Arax Advisory Partners
Colorado
$6K
MFW
599
Mosaic Family Wealth
Missouri
$6K
WWM
600
Willingdon Wealth Management
North Carolina
$6K

DGX Hedge Fund Activity: Q4 2017 in Review

631 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2017, worth a combined $11.8B — up 2.7% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DGX positions and 70 closed out — a net gain of 20 holders — while 193 added to existing stakes and 243 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $197M. The largest seller was AJO LP, cutting an estimated $156M.

  • 631 institutional investors held Quest Diagnostics (DGX) as of Q4 2017, up from 616 in Q3 2017.
  • Funds reported $11.8B of Quest Diagnostics stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 90 funds opened new Quest Diagnostics positions in Q4 2017 and 70 closed out, a net change of +20 holders.
  • The largest Quest Diagnostics buyer in Q4 2017 was Fiduciary Management Inc, an estimated $197M added.
  • The largest Quest Diagnostics seller in Q4 2017 was AJO LP, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2017.