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Quest Diagnostics

656 hedge funds and large institutions have $11.2B invested in Quest Diagnostics in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 234 increasing their positions, 202 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 55

18% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $57.7M

16% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 202

13% more capital invested

Capital invested by funds: $9.91B → $11.2B (+$1.3B)

5% more funds holding

Funds holding: 624656 (+32)

4.2% more ownership

Funds ownership: 88.67%92.87% (+4.2%)

Holders
656
Holders Change
+32
Holders Change %
+5.13%
% of All Funds
14.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
97
Increased
234
Reduced
202
Closed
55
Calls
$68.3M
Puts
$57.7M
Net Calls
+$10.7M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
601
Glenmede Trust
Pennsylvania
$12.7K -$409K -4,725 -3%
RCAG
602
Rehmann Capital Advisory Group
Michigan
$12.3K +$3.81K +44 +48%
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$260 -3 -2%
AW
604
Alpha Windward
Massachusetts
$12K
CIA
605
Cascade Investment Advisors
Oregon
$11.2K
FIB
606
First Interstate Bank
Montana
$11K
CB
607
Community Bank
New York
$9K
CCM
608
Covington Capital Management
California
$9K
TFO
609
Tarbox Family Office
California
$9K +$520 +6 +6%
Lazard Asset Management
610
Lazard Asset Management
New York
$9K +$2.08K +24 +30%
FCA
611
FinTrust Capital Advisors
South Carolina
$8K -$4.16K -48 -35%
GAM
612
Gemmer Asset Management
California
$8K
RFM
613
Royal Fund Management
Florida
$8K
IFAM
614
Institutional & Family Asset Management
Colorado
$8K +$3.21K +37 +71%
WEC
615
Winslow Evans & Crocker
Massachusetts
$8K +$6.07K +70 New
GWS
616
Glassman Wealth Services
Virginia
$7K -$11.3K -130 -63%
CBT
617
Capital Bank & Trust
California
$6K
MFW
618
Mosaic Family Wealth
Missouri
$6K
OSAM
619
O'Shaughnessy Asset Management
Connecticut
$6K
AIA
620
Alera Investment Advisors
Illinois
$6K +$5.63K +65 New
EWM
621
Executive Wealth Management
Michigan
$5K -$433 -5 -8%
CHP
622
Cable Hill Partners
Oregon
$5K
EARNEST Partners
623
EARNEST Partners
Georgia
$5K
PGWM
624
Parisi Gray Wealth Management
New Jersey
$5K
SIM
625
Sonora Investment Management
Arizona
$5K

DGX Hedge Fund Activity: Q1 2019 in Review

656 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2019, worth a combined $11.2B — up 13% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DGX positions and 55 closed out — a net gain of 42 holders — while 234 added to existing stakes and 202 trimmed.

The largest buyer was Boston Partners, adding an estimated $259M. The largest seller was Levin Capital Strategies, cutting an estimated $122M.

  • 656 institutional investors held Quest Diagnostics (DGX) as of Q1 2019, up from 624 in Q4 2018.
  • Funds reported $11.2B of Quest Diagnostics stock for Q1 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Quest Diagnostics positions in Q1 2019 and 55 closed out, a net change of +42 holders.
  • The largest Quest Diagnostics buyer in Q1 2019 was Boston Partners, an estimated $259M added.
  • The largest Quest Diagnostics seller in Q1 2019 was Levin Capital Strategies, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2019.