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Quest Diagnostics

652 hedge funds and large institutions have $12B invested in Quest Diagnostics in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 173 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 52

3% more funds holding

Funds holding: 631652 (+21)

2% more capital invested

Capital invested by funds: $11.8B → $12B (+$223M)

0.38% more ownership

Funds ownership: 88.28%88.67% (+0.38%)

3% less call options, than puts

Call options by funds: $35.6M | Put options by funds: $36.9M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 270

Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
14.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
81
Increased
173
Reduced
270
Closed
52
Calls
$35.6M
Puts
$36.9M
Net Calls
-$1.26M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
576
Versant Capital Management
Arizona
$21K -$922 -9 -4%
CJA
577
C-J Advisory
California
$21K
Carson Wealth (CWM LLC)
578
Carson Wealth (CWM LLC)
Nebraska
$20K -$9.53K -93 -32%
ClearBridge Investments
579
ClearBridge Investments
New York
$20K
PRS
580
Pinkerton Retirement Specialists
Idaho
$19K
OIA
581
OneDigital Investment Advisors
Kansas
$18K +$18.2K +178 New
MPWT
582
MassMutual Private Wealth & Trust
Connecticut
$18K -$10.2K -100 -36%
SFSIG
583
San Francisco Sentry Investment Group
California
$17K +$11K +107 +160%
FIB
584
First Interstate Bank
Montana
$16K -$10.2K -100 -38%
FRA
585
Front Row Advisors
California
$16K
M
586
MOTCO
Texas
$16K +$16.4K +160 New
GT
587
Greenleaf Trust
Michigan
$15K -$20.7K -202 -58%
WDL
588
Well Done LLC
Michigan
$15K +$15.4K +150 New
EFSCE
589
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
CAM
590
Close Asset Management
United Kingdom
$14K +$14.3K +140 New
KA
591
Kaizen Advisory
Illinois
$13K
FCAG
592
First Capital Advisors Group
New Jersey
$13K +$13.4K +131 New
CIA
593
Cascade Investment Advisors
Oregon
$12.5K
GRP
594
Global Retirement Partners
California
$12K
PCP
595
Proficio Capital Partners
Massachusetts
$12K
CB
596
Community Bank
New York
$11K
First Manhattan
597
First Manhattan
New York
$11K
ST
598
Sageworth Trust
Pennsylvania
$11K +$10.9K +106 New
PI
599
PineBridge Investments
New York
$10K -$554K -5,413 -98%
AWMS
600
Advocacy Wealth Management Services
Georgia
$10K

DGX Hedge Fund Activity: Q1 2018 in Review

652 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2018, worth a combined $12B — up 1.9% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DGX positions and 52 closed out — a net gain of 29 holders — while 173 added to existing stakes and 270 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $163M. The largest seller was Janus Henderson Group, cutting an estimated $84.7M.

  • 652 institutional investors held Quest Diagnostics (DGX) as of Q1 2018, up from 631 in Q4 2017.
  • Funds reported $12B of Quest Diagnostics stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 81 funds opened new Quest Diagnostics positions in Q1 2018 and 52 closed out, a net change of +29 holders.
  • The largest Quest Diagnostics buyer in Q1 2018 was Fiduciary Management Inc, an estimated $163M added.
  • The largest Quest Diagnostics seller in Q1 2018 was Janus Henderson Group, an estimated $84.7M sold.

Based on aggregated 13F filings for Q1 2018.