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Quest Diagnostics
DGX

826 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $176M | Put options by funds: $78.3M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $12B → $13.7B (+$1.7B)

4% more funds holding

Funds holding: 794 → 826 (+32)

0.8% more ownership

Funds ownership: 87.73% → 88.54% (+0.8%)

23% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 330

Holders
826
Holders Change
+32
Holders Change %
+4.03%
% of All Funds
12.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
108
Increased
253
Reduced
330
Closed
64
Calls
$176M
Puts
$78.3M
Net Calls
+$97.7M
Net Calls Change
+$5.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$276M
2
DSA
Davis Selected Advisers
Arizona
+$131M
3
NI
Nuance Investments
Missouri
+$79.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$49.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$106M
2
LSV Asset Management
LSV Asset Management
Illinois
-$79.6M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
-$53.8M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$50.7M
5
UBS AM
UBS AM
Illinois
-$34.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
576
Montecito Bank & Trust
California
$263K +$11.2K +85 +5%
CIA
577
Concurrent Investment Advisors
Florida
$263K +$251K +1,908 New
SAM
578
S.A. Mason
Michigan
$262K – – –
EWM
579
Evercore Wealth Management
New York
$262K +$250K +1,899 New
SI
580
Seeds Investor
New York
$260K +$248K +1,886 New
LNB
581
Ledyard National Bank
$258K +$246K +1,874 New
CI Investments Inc
582
CI Investments Inc
Ontario, Canada
$256K -$40.6K -309 -14%
SWM
583
SeaCrest Wealth Management
New York
$255K – – –
FFM
584
Forum Financial Management
Illinois
$253K – – –
CCA
585
Checchi Capital Advisers
California
$251K +$15.6K +119 +7%
MFAM
586
Motley Fool Asset Management
Virginia
$251K -$24.8K -189 -9%
AIA
587
Angeles Investment Advisors
California
$251K – – –
EBT
588
Enterprise Bank & Trust
Massachusetts
$251K +$239K +1,819 New
MCM
589
Mill Capital Management
North Carolina
$249K -$16.4K -125 -6%
WI
590
Wahed Invest
New York
$249K +$6.44K +49 +3%
SPC
591
Sigma Planning Corp
Michigan
$247K -$787K -5,990 -77%
HBT
592
Hills Bank & Trust
Iowa
$247K – – –
MAS
593
Meeder Advisory Services
Ohio
$246K +$3.02K +23 +1%
LNWWM
594
Laird Norton Wetherby Wealth Management
California
$245K -$16.2K -123 -6%
SI
595
Scharf Investments
California
$242K – – –
APWA
596
Atlas Private Wealth Advisors
New Jersey
$241K – – –
LG
597
Lane Generational
Massachusetts
$240K – – –
EHWM
598
Eads & Heald Wealth Management
Georgia
$240K – – –
EWM
599
Evermay Wealth Management
Virginia
$240K -$2.63K -20 -1%
ZF
600
Zhang Financial
Michigan
$239K – – –
22 23
24
25 26

DGX Hedge Fund Activity: Q4 2023 in Review

826 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2023, worth a combined $13.7B — up 14% from $12B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DGX positions and 64 closed out — a net gain of 44 holders — while 253 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $106M.

  • 826 institutional investors held Quest Diagnostics (DGX) as of Q4 2023, up from 794 in Q3 2023.
  • Funds reported $13.7B of Quest Diagnostics stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Quest Diagnostics positions in Q4 2023 and 64 closed out, a net change of +44 holders.
  • The largest Quest Diagnostics buyer in Q4 2023 was Morgan Stanley, an estimated $276M added.
  • The largest Quest Diagnostics seller in Q4 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.