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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
ST
626
Sabal Trust
Florida
$210K -$21M -172,451 -99%
TCM
627
Teza Capital Management
Illinois
$210K +$214K +1,758 New
BFS
628
Bradley Foster & Sargent
Connecticut
$208K -$100K -821 -32%
WKWM
629
Walter & Keenan Wealth Management
Indiana
$208K +$213K +1,745 New
UB
630
UMB Bank
Missouri
$208K +$213K +1,749 New
RI
631
Ridgewood Investments
New Jersey
$207K
NFG
632
Next Financial Group
Texas
$206K -$51.4K -422 -20%
BOPW
633
Brandywine Oak Private Wealth
Pennsylvania
$205K +$210K +1,721 New
DWT
634
Dorsey & Whitney Trust
South Dakota
$205K +$210K +1,722 New
EWM
635
Evercore Wealth Management
New York
$204K +$208K +1,708 New
P
636
Pitcairn
Pennsylvania
$201K +$206K +1,687 New
SAM
637
S.A. Mason
Michigan
$197K
Barrow, Hanley, Mewhinney & Strauss
638
Barrow, Hanley, Mewhinney & Strauss
Texas
$172K -$2.07K -17 -1%
AF
639
Advisornet Financial
Minnesota
$170K +$2.44K +20 +1%
AA
640
Addison Advisors
Vermont
$160K +$164K +1,345 New
VBCG
641
Valley Brook Capital Group
Pennsylvania
$160K +$165K +1,350 New
PWM
642
Perigon Wealth Management
California
$158K +$161K +1,324 New
VanEck Associates
643
VanEck Associates
New York
$153K +$29.6K +243 +23%
OIA
644
Optimum Investment Advisors
Illinois
$143K
ST
645
Smithfield Trust
Pennsylvania
$142K +$3.05K +25 +2%
TCOV
646
Trust Company of Vermont
Vermont
$141K -$1.22K -10 -0.8%
CAL
647
Capital Advisors Ltd
Ohio
$141K
PHAM
648
Portland Hill Asset Management
United Kingdom
$136K
IA
649
IFP Advisors
Florida
$135K +$7.92K +65 +6%
AFS
650
Annapolis Financial Services
Maryland
$135K +$138K +1,132 New

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.