We are live on ! Find out more
DGX icon

Quest Diagnostics

673 hedge funds and large institutions have $12.7B invested in Quest Diagnostics in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 246 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 48

2% more funds holding

Funds holding: 662673 (+11)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$392M)

1.67% less ownership

Funds ownership: 88.03%86.36% (-1.7%)

17% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 246

42% less call options, than puts

Call options by funds: $42.3M | Put options by funds: $73.1M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
673
Holders Change
+11
Holders Change %
+1.66%
% of All Funds
15.39%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
205
Reduced
246
Closed
48
Calls
$42.3M
Puts
$73.1M
Net Calls
-$30.8M
Net Calls Change
-$40.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
601
Cornerstone Advisors (Washington)
Washington
$29K
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$29K +$329 +3 +1%
NFG
603
Next Financial Group
Texas
$29K +$29.2K +266 New
ASN
604
Advisory Services Network
Georgia
$27K -$1.75K -16 -6%
MCM
605
Manchester Capital Management
Vermont
$27K
CJA
606
C-J Advisory
California
$23K
ClearBridge Investments
607
ClearBridge Investments
New York
$22K
TRCT
608
Tower Research Capital (TRC)
New York
$21K -$485K -4,420 -96%
GWS
609
Glassman Wealth Services
Virginia
$20K
PRS
610
Pinkerton Retirement Specialists
Idaho
$20K
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$19.3K
VCM
612
Versant Capital Management
Arizona
$19K -$3.29K -30 -14%
SFSIG
613
San Francisco Sentry Investment Group
California
$19K
ZB
614
Zions Bancorporation
Utah
$19K
M
615
MOTCO
Texas
$17K
FMT
616
First Mercantile Trust
Tennessee
$16K -$2.19K -20 -12%
FGAM
617
Financial Gravity Asset Management
Texas
$16K +$18.5K +169 +8,450%
CAM
618
Close Asset Management
United Kingdom
$15K
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
CIA
620
CSat Investment Advisory
Michigan
$14K +$2.19K +20 +19%
PAMG
621
Patton Albertson Miller Group
Tennessee
$14K +$16.5K +150 New
CIA
622
Cascade Investment Advisors
Oregon
$13.5K
FIB
623
First Interstate Bank
Montana
$13K
GRP
624
Global Retirement Partners
California
$13K
MWPCG
625
Measured Wealth Private Client Group
New Hampshire
$13K +$13.5K +123 New

DGX Hedge Fund Activity: Q3 2018 in Review

673 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2018, worth a combined $12.7B — down 3% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DGX positions and 48 closed out — a net gain of 16 holders — while 205 added to existing stakes and 246 trimmed.

The largest buyer was American Century Companies, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $124M.

  • 673 institutional investors held Quest Diagnostics (DGX) as of Q3 2018, up from 662 in Q2 2018.
  • Funds reported $12.7B of Quest Diagnostics stock for Q3 2018, down 3% quarter-over-quarter.
  • 64 funds opened new Quest Diagnostics positions in Q3 2018 and 48 closed out, a net change of +16 holders.
  • The largest Quest Diagnostics buyer in Q3 2018 was American Century Companies, an estimated $126M added.
  • The largest Quest Diagnostics seller in Q3 2018 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2018.