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Quest Diagnostics

826 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $176M | Put options by funds: $78.3M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $12B → $13.7B (+$1.7B)

4% more funds holding

Funds holding: 794826 (+32)

0.8% more ownership

Funds ownership: 87.73%88.54% (+0.8%)

23% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 330

Holders
826
Holders Change
+32
Holders Change %
+4.03%
% of All Funds
12.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
108
Increased
253
Reduced
330
Closed
64
Calls
$176M
Puts
$78.3M
Net Calls
+$97.7M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Silvercrest Asset Management
New York
$238K
LNC
602
Lincoln National Corp
Pennsylvania
$237K +$8.54K +65 +4%
BI
603
Ballast Inc
Kentucky
$236K
I
604
IMPACTfolio
Colorado
$235K +$7.76K +59 +4%
BJL
605
Brighton Jones LLC
Washington
$234K +$223K +1,694 New
BRWA
606
B. Riley Wealth Advisors
Florida
$233K -$43.8K -333 -16%
AC
607
Arjuna Capital
North Carolina
$232K -$1.5M -11,381 -87%
FHB
608
First Hawaiian Bank
Hawaii
$232K +$221K +1,681 New
TC
609
Trilogy Capital
California
$231K -$53.8K -409 -20%
BBWA
610
Bell & Brown Wealth Advisors
California
$230K +$219K +1,665 New
KWM
611
Kingsview Wealth Management
Oregon
$229K -$25.8K -196 -11%
DWT
612
Dorsey & Whitney Trust
South Dakota
$229K +$218K +1,658 New
BFS
613
Bradley Foster & Sargent
Connecticut
$227K
HTIM
614
Harbour Trust & Investment Management
Indiana
$227K +$217K +1,648 New
KWM
615
KFG Wealth Management
Indiana
$225K -$8.02K -61 -4%
FPAS
616
Focus Partners Advisor Solutions
Missouri
$225K +$214K +1,631 New
CA
617
Cetera Advisors
Colorado
$224K -$92.2K -701 -30%
HH
618
Hilltop Holdings
Texas
$224K +$213K +1,621 New
HI
619
Horizon Investments
North Carolina
$222K +$1.58K +12 +0.7%
KPWS
620
Kestra Private Wealth Services
Texas
$222K -$17.4K -132 -8%
TWP
621
Tyche Wealth Partners
Texas
$222K +$211K +1,608 New
SL
622
Sentry LLC
Tennessee
$221K -$13.8K -105 -6%
GDP
623
Great Diamond Partners
Maine
$217K +$207K +1,575 New
CFGS
624
Concourse Financial Group Securities
Alabama
$210K -$526 -4 -0.3%
WBCM
625
Wilson & Boucher Capital Management
California
$207K +$197K +1,500 New

DGX Hedge Fund Activity: Q4 2023 in Review

826 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2023, worth a combined $13.7B — up 14% from $12B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DGX positions and 64 closed out — a net gain of 44 holders — while 253 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $106M.

  • 826 institutional investors held Quest Diagnostics (DGX) as of Q4 2023, up from 794 in Q3 2023.
  • Funds reported $13.7B of Quest Diagnostics stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Quest Diagnostics positions in Q4 2023 and 64 closed out, a net change of +44 holders.
  • The largest Quest Diagnostics buyer in Q4 2023 was Morgan Stanley, an estimated $276M added.
  • The largest Quest Diagnostics seller in Q4 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.