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Quest Diagnostics

676 hedge funds and large institutions have $12.8B invested in Quest Diagnostics in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 208 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

57% more call options, than puts

Call options by funds: $53.1M | Put options by funds: $33.9M

52% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 42

22% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 208

3% more funds holding

Funds holding: 654676 (+22)

3% less capital invested

Capital invested by funds: $13.2B → $12.8B (-$411M)

1.88% less ownership

Funds ownership: 91.1%89.22% (-1.9%)

Holders
676
Holders Change
+22
Holders Change %
+3.36%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
64
Increased
254
Reduced
208
Closed
42
Calls
$53.1M
Puts
$33.9M
Net Calls
+$19.2M
Net Calls Change
+$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
576
First Personal Financial Services
North Carolina
$51K -$4K -39 -8%
AF
577
Advisornet Financial
Minnesota
$48K +$103 +1 +0.2%
GEA
578
Glen Eagle Advisors
New Jersey
$47.3K +$103 +1 +0.2%
BWP
579
Baldwin Wealth Partners
Massachusetts
$43K
OC
580
Oakworth Capital
Alabama
$42K -$174K -1,695 -81%
GLI
581
Guardian Life Insurance
New York
$42K +$616 +6 +2%
CIA
582
CSat Investment Advisory
Michigan
$40K -$616 -6 -2%
SIAS
583
Shine Investment Advisory Services
Colorado
$40K
PMFA
584
Plante Moran Financial Advisors
Michigan
$39K
CCM
585
Cribstone Capital Management
Maine
$36K
NIM
586
NuWave Investment Management
New Jersey
$36K +$18.5K +180 +108%
BCA
587
Berman Capital Advisors
Georgia
$34K
LJHT
588
Laurie J. Hall Trustee
$32K
RWA
589
Ropes Wealth Advisors
Massachusetts
$32K
PK
590
Pflug Koory
Nebraska
$31K
DOA
591
D'Orazio & Associates
Virginia
$30K
Walleye Capital
592
Walleye Capital
New York
$28K
AIM
593
Advantage Investment Management
Iowa
$27K -$1.03K -10 -4%
Credit Agricole
594
Credit Agricole
France
$27K
MCM
595
Manchester Capital Management
Vermont
$27K
SFSIG
596
San Francisco Sentry Investment Group
California
$27K +$4.52K +44 +21%
RA
597
Rational Advisors
New York
$27K +$8.73K +85 +51%
WAP
598
Wealthcare Advisory Partners
Pennsylvania
$26K -$3.7K -36 -13%
FHA
599
First Horizon Advisors
Tennessee
$26K -$205 -2 -0.8%
RIA
600
Realta Investment Advisors
Delaware
$25K

DGX Hedge Fund Activity: Q3 2019 in Review

676 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2019, worth a combined $12.8B — down 3.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DGX positions and 42 closed out — a net gain of 22 holders — while 254 added to existing stakes and 208 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Macquarie Group, cutting an estimated $802M.

  • 676 institutional investors held Quest Diagnostics (DGX) as of Q3 2019, up from 654 in Q2 2019.
  • Funds reported $12.8B of Quest Diagnostics stock for Q3 2019, down 3.1% quarter-over-quarter.
  • 64 funds opened new Quest Diagnostics positions in Q3 2019 and 42 closed out, a net change of +22 holders.
  • The largest Quest Diagnostics buyer in Q3 2019 was JP Morgan Chase, an estimated $176M added.
  • The largest Quest Diagnostics seller in Q3 2019 was Macquarie Group, an estimated $802M sold.

Based on aggregated 13F filings for Q3 2019.