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Quest Diagnostics

811 hedge funds and large institutions have $14B invested in Quest Diagnostics in 2020 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 290 increasing their positions, 261 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

100% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 65

21% more call options, than puts

Call options by funds: $77.5M | Put options by funds: $64.3M

11% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 261

7% more funds holding

Funds holding: 757811 (+54)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$632M)

0.93% less ownership

Funds ownership: 87.62%86.69% (-0.93%)

Holders
811
Holders Change
+54
Holders Change %
+7.13%
% of All Funds
14.35%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
130
Increased
290
Reduced
261
Closed
65
Calls
$77.5M
Puts
$64.3M
Net Calls
+$13.3M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Belpointe Asset Management
Nevada
$243K -$505K -4,139 -67%
SM
602
Sciencast Management
New Jersey
$242K +$233K +1,912 New
NA
603
Navellier & Associates
Nevada
$242K +$248K +2,031 New
CA
604
Cetera Advisors
Colorado
$241K +$4.88K +40 +2%
GDP
605
Great Diamond Partners
Maine
$240K -$18.2K -149 -7%
BI
606
Ballast Inc
Kentucky
$240K
CW
607
CreativeOne Wealth
Kansas
$240K +$245K +2,012 New
BFM
608
Boothbay Fund Management
New York
$239K +$244K +2,005 New
BCM
609
Bienville Capital Management
New York
$238K
MCM
610
McMillion Capital Management
North Carolina
$238K
STB
611
S&T Bank
Pennsylvania
$238K +$244K +2,000 New
FHA
612
Flagship Harbor Advisors
Massachusetts
$236K -$22.2K -182 -8%
WS
613
Wedbush Securities
California
$235K -$51.8K -425 -18%
FMBTD
614
First Midwest Bank Trust Division
Illinois
$235K
TAM
615
Townsend Asset Management
North Carolina
$235K
LSPW
616
Lake Street Private Wealth
Illinois
$233K -$10.4K -85 -4%
GWM
617
Geneos Wealth Management
Colorado
$233K -$4.39K -36 -2%
RE
618
RBC Europe
United Kingdom
$228K -$7.31K -60 -3%
FMLI
619
Fukoku Mutual Life Insurance
Japan
$226K -$48.8K -400 -17%
IA
620
IndexIQ Advisors
New York
$223K +$107K +879 +89%
AWM
621
AE Wealth Management
Kansas
$223K +$228K +1,867 New
1WA
622
180 Wealth Advisors
Washington
$220K -$5.24K -43 -2%
BJL
623
Brighton Jones LLC
Washington
$218K +$244 +2 +0.1%
SCM
624
Stevens Capital Management
Pennsylvania
$215K +$220K +1,801 New
KTA
625
Keeley-Teton Advisors
Illinois
$213K +$731 +6 +0.3%

DGX Hedge Fund Activity: Q4 2020 in Review

811 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2020, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DGX positions and 65 closed out — a net gain of 65 holders — while 290 added to existing stakes and 261 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $68.5M. The largest seller was Ameriprise, cutting an estimated $228M.

  • 811 institutional investors held Quest Diagnostics (DGX) as of Q4 2020, up from 757 in Q3 2020.
  • Funds reported $14B of Quest Diagnostics stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 130 funds opened new Quest Diagnostics positions in Q4 2020 and 65 closed out, a net change of +65 holders.
  • The largest Quest Diagnostics buyer in Q4 2020 was Renaissance Technologies, an estimated $68.5M added.
  • The largest Quest Diagnostics seller in Q4 2020 was Ameriprise, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2020.