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Quest Diagnostics

814 hedge funds and large institutions have $14.9B invested in Quest Diagnostics in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$142M)

0.3% more ownership

Funds ownership: 86.81%87.11% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 817814 (-3)

0% less call options, than puts

Call options by funds: $136M | Put options by funds: $137M

Holders
814
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
14.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
293
Reduced
282
Closed
62
Calls
$136M
Puts
$137M
Net Calls
-$619K
Net Calls Change
-$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
601
Cerity Partners
New York
$243K +$262 +2 +0.1%
NGA
602
Naples Global Advisors
Florida
$243K +$241K +1,840 New
GWM
603
Geneos Wealth Management
Colorado
$241K -$35.1K -268 -13%
AC
604
Allstate Corporation
Illinois
$240K -$28K -214 -11%
TI
605
Tidal Investments
Wisconsin
$239K +$237K +1,812 New
CG
606
Colony Group
Massachusetts
$237K -$796K -6,080 -77%
MA
607
Mutual Advisors
Nebraska
$236K +$24K +183 +11%
JGUA
608
John G. Ullman & Associates
New York
$235K -$3.84M -29,318 -94%
WP
609
WMS Partners
Maryland
$233K -$1.31K -10 -0.6%
BFS
610
Bradley Foster & Sargent
Connecticut
$231K
UB
611
UMB Bank
Missouri
$231K
CI
612
Conning Inc
Connecticut
$230K -$20.9K -160 -8%
WW
613
Westshore Wealth
California
$226K +$2.1K +16 +0.9%
FMLI
614
Fukoku Mutual Life Insurance
Japan
$224K
SSWM
615
Smith Salley Wealth Management
North Carolina
$224K +$223K +1,700 New
FMT
616
First Mercantile Trust
Tennessee
$223K -$23K -176 -9%
6M
617
6 Meridian
Kansas
$222K -$7.59K -58 -3%
PRC
618
Pearl River Capital
Michigan
$220K -$1.14M -8,681 -84%
SAM
619
S.A. Mason
Michigan
$218K
VAM
620
Verity Asset Management
North Carolina
$213K +$211K +1,614 New
PAMP
621
Polar Asset Management Partners
Ontario, Canada
$213K +$211K +1,615 New
MAM
622
MMA Asset Management
Pennsylvania
$213K +$212K +1,617 New
DADC
623
D.A. Davidson & Co
Montana
$212K -$13.1K -100 -6%
SAM
624
Silvercrest Asset Management
New York
$211K
KPWS
625
Kestra Private Wealth Services
Texas
$211K +$210K +1,602 New

DGX Hedge Fund Activity: Q2 2021 in Review

814 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2021, worth a combined $14.9B — up 0.96% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DGX positions and 62 closed out — a net gain of 5 holders — while 293 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $129M.

  • 814 institutional investors held Quest Diagnostics (DGX) as of Q2 2021, down from 817 in Q1 2021.
  • Funds reported $14.9B of Quest Diagnostics stock for Q2 2021, up 0.96% quarter-over-quarter.
  • 67 funds opened new Quest Diagnostics positions in Q2 2021 and 62 closed out, a net change of +5 holders.
  • The largest Quest Diagnostics buyer in Q2 2021 was Morgan Stanley, an estimated $74.3M added.
  • The largest Quest Diagnostics seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.