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Quest Diagnostics

837 hedge funds and large institutions have $15.9B invested in Quest Diagnostics in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 285 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $14.9B → $15.9B (+$913M)

3% more funds holding

Funds holding: 814837 (+23)

2.53% more ownership

Funds ownership: 87.11%89.64% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 285

2% more call options, than puts

Call options by funds: $188M | Put options by funds: $184M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
837
Holders Change
+23
Holders Change %
+2.83%
% of All Funds
14.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
93
Increased
293
Reduced
285
Closed
59
Calls
$188M
Puts
$184M
Net Calls
+$3.09M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
626
Smith Salley Wealth Management
North Carolina
$247K
LSPW
627
Lake Street Private Wealth
Illinois
$246K +$20.9K +143 +9%
IWC
628
Integrated Wealth Concepts
Massachusetts
$245K +$247K +1,686 New
MA
629
Mutual Advisors
Nebraska
$243K -$17.3K -118 -7%
PCMC
630
Paragon Capital Management (Colorado)
Colorado
$242K +$16.7K +114 +7%
VI
631
Versor Investments
New York
$241K +$243K +1,659 New
FMT
632
First Mercantile Trust
Tennessee
$240K -$6.14K -42 -2%
SAM
633
S.A. Mason
Michigan
$240K
AIP
634
Ameritas Investment Partners
Nebraska
$239K -$29.6K -202 -11%
IC
635
IEQ Capital
California
$239K +$241K +1,647 New
IAIM
636
International Assets Investment Management
Florida
$238K -$3.57M -24,421 -87%
MAM
637
MMA Asset Management
Pennsylvania
$235K
SAM
638
Silvercrest Asset Management
New York
$232K
BCM
639
Bayesian Capital Management
New York
$232K +$234K +1,600 New
BAM
640
Belpointe Asset Management
Nevada
$231K
AC
641
Allstate Corporation
Illinois
$229K -$35.1K -240 -13%
CMO
642
Covenant Multifamily Offices
Texas
$229K +$237K +1,622 New
CI
643
Conning Inc
Connecticut
$228K -$24.9K -170 -10%
PC
644
Prairiewood Capital
North Dakota
$226K +$227K +1,552 New
TC
645
Truvestments Capital
Florida
$223K +$3.07K +21 +1%
RCM
646
Radnor Capital Management
Pennsylvania
$221K
CIP
647
Convergence Investment Partners
Florida
$219K +$220K +1,506 New
CFGS
648
Concourse Financial Group Securities
Alabama
$218K +$29.7K +203 +16%
HAIM
649
Hunter Associates Investment Management
Pennsylvania
$218K +$219K +1,500 New
PCM
650
Perkins Capital Management
Minnesota
$214K +$216K +1,475 New

DGX Hedge Fund Activity: Q3 2021 in Review

837 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2021, worth a combined $15.9B — up 6.1% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DGX positions and 59 closed out — a net gain of 34 holders — while 293 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Nordea Investment Management, cutting an estimated $290M.

  • 837 institutional investors held Quest Diagnostics (DGX) as of Q3 2021, up from 814 in Q2 2021.
  • Funds reported $15.9B of Quest Diagnostics stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 93 funds opened new Quest Diagnostics positions in Q3 2021 and 59 closed out, a net change of +34 holders.
  • The largest Quest Diagnostics buyer in Q3 2021 was BlackRock, an estimated $118M added.
  • The largest Quest Diagnostics seller in Q3 2021 was Nordea Investment Management, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2021.