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Quest Diagnostics

748 hedge funds and large institutions have $13.5B invested in Quest Diagnostics in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 218 increasing their positions, 290 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $105M | Put options by funds: $56.1M

46% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 87

37% more capital invested

Capital invested by funds: $9.91B → $13.5B (+$3.63B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 714748 (+34)

4.13% less ownership

Funds ownership: 93.08%88.96% (-4.1%)

25% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 290

Holders
748
Holders Change
+34
Holders Change %
+4.76%
% of All Funds
15.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
127
Increased
218
Reduced
290
Closed
87
Calls
$105M
Puts
$56.1M
Net Calls
+$49.2M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
CSat Investment Advisory
Michigan
$93K +$37K +349 +74%
BCA
627
Berman Capital Advisors
Georgia
$89K +$2.76K +26 +3%
BBHC
628
Brown Brothers Harriman & Co
New York
$89K +$82.4K +777 +15,540%
IA
629
IFP Advisors
Florida
$85K +$45.5K +429 +122%
HFM
630
Harvest Fund Management
China
$83K -$100K -947 -56%
FMTCOCP
631
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K -$53K -500 -42%
TF
632
Tompkins Financial
New York
$80K
Carson Wealth (CWM LLC)
633
Carson Wealth (CWM LLC)
Nebraska
$74K
EI
634
Ellevest Inc
New York
$70K +$9.33K +88 +17%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$69.4K
BC
636
Bartlett & Co
Ohio
$69K
EWM
637
Endurance Wealth Management
Rhode Island
$68K
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$61K +575 New
OPS
639
Orion Portfolio Solutions
Nebraska
$63K +$28.5K +269 +96%
PCG
640
Private Capital Group
Connecticut
$62K -$2.76K -26 -5%
S
641
SignatureFD
Georgia
$60K -$23.8K -224 -30%
WB
642
Webster Bank
Connecticut
$58K
MWP
643
Meridian Wealth Partners
Pennsylvania
$58K +$106 +1 +0.2%
WTC
644
WhitTier Trust Company
Nevada
$57K -$6.79K -64 -11%
AF
645
Arrow Financial
New York
$57K
OSNBOA
646
Old Second National Bank of Aurora
Illinois
$57K
RWA
647
Ropes Wealth Advisors
Massachusetts
$54K +$18.5K +174 +58%
AWM
648
Atticus Wealth Management
Florida
$51K
LAM
649
Lountzis Asset Management
Pennsylvania
$51K +$47.7K +450 New
GEA
650
Glen Eagle Advisors
New Jersey
$50.4K

DGX Hedge Fund Activity: Q2 2020 in Review

748 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2020, worth a combined $13.5B — up 37% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new DGX positions and 87 closed out — a net gain of 40 holders — while 218 added to existing stakes and 290 trimmed.

The largest buyer was Ameriprise, adding an estimated $213M. The largest seller was Victory Capital Management, cutting an estimated $465M.

  • 748 institutional investors held Quest Diagnostics (DGX) as of Q2 2020, up from 714 in Q1 2020.
  • Funds reported $13.5B of Quest Diagnostics stock for Q2 2020, up 37% quarter-over-quarter.
  • 127 funds opened new Quest Diagnostics positions in Q2 2020 and 87 closed out, a net change of +40 holders.
  • The largest Quest Diagnostics buyer in Q2 2020 was Ameriprise, an estimated $213M added.
  • The largest Quest Diagnostics seller in Q2 2020 was Victory Capital Management, an estimated $465M sold.

Based on aggregated 13F filings for Q2 2020.