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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
CCM
601
Covington Capital Management
California
$10K
PGWM
602
Parisi Gray Wealth Management
New Jersey
$10K
FMA
603
FNY Managed Accounts
New York
$10K +$4.1K +40 +59%
FGC
604
Financial Gravity Companies
Texas
$10K +$9.73K +95 +4,750%
FGAM
605
Financial Gravity Asset Management
Texas
$10K +$9.94K +97 New
CHP
606
Cable Hill Partners
Oregon
$9K -$3.38K -33 -26%
TFS
607
TrustCore Financial Services
Tennessee
$9K
GAM
608
Gemmer Asset Management
California
$9K +$205 +2 +2%
VanEck Associates
609
VanEck Associates
New York
$9K +$9.63K +94 New
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
TFO
611
Tarbox Family Office
California
$8K
APA
612
American Portfolios Advisors
New York
$7.02K +$7.17K +70 New
AAP
613
Arax Advisory Partners
Colorado
$7K
CBT
614
Capital Bank & Trust
California
$7K
HIM
615
Hillsdale Investment Management
Ontario, Canada
$7K
QCG
616
Quadrant Capital Group
Ohio
$7K
VIA
617
Vantage Investment Advisors
Pennsylvania
$7K
APP
618
Avantax Planning Partners
Iowa
$7K +$6.66K +65 New
AIL
619
AGF Investments LLC
Ontario, Canada
$6K
EARNEST Partners
620
EARNEST Partners
Georgia
$6K
GFP
621
Gryphon Financial Partners
Ohio
$6K
MFW
622
Mosaic Family Wealth
Missouri
$6K
WWM
623
Willingdon Wealth Management
North Carolina
$6K
SIM
624
Sonora Investment Management
Arizona
$5.08K
AWA
625
Acorn Wealth Advisors
Michigan
$5K

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.