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Quest Diagnostics

834 hedge funds and large institutions have $14.2B invested in Quest Diagnostics in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 270 increasing their positions, 341 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $74.9M | Put options by funds: $40.1M

2.83% more ownership

Funds ownership: 86.97%89.8% (+2.8%)

5% less funds holding

Funds holding: 879834 (-45)

7% less capital invested

Capital invested by funds: $15.2B → $14.2B (-$993M)

21% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 341

35% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 94

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
834
Holders Change
-45
Holders Change %
-5.12%
% of All Funds
13.29%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
61
Increased
270
Reduced
341
Closed
94
Calls
$74.9M
Puts
$40.1M
Net Calls
+$34.8M
Net Calls Change
-$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
626
Lifeworks Advisors
Michigan
$232K +$49.9K +349 +27%
CA
627
Claro Advisors
Massachusetts
$231K +$28.2K +197 +14%
C
628
Covestor
United Kingdom
$230K -$12.4K -87 -5%
Fisher Asset Management
629
Fisher Asset Management
Washington
$229K +$232K +1,621 New
HH
630
Hilltop Holdings
Texas
$229K +$35.8K +250 +18%
MA
631
Mutual Advisors
Nebraska
$228K -$2.15K -15 -0.9%
SL
632
Sentry LLC
Tennessee
$226K +$229K +1,600 New
WA
633
WBH Advisory
Maryland
$226K +$229K +1,600 New
AIA
634
Affinity Investment Advisors
California
$223K
TL
635
Tradewinds LLC
North Carolina
$223K +$225K +1,574 New
BJL
636
Brighton Jones LLC
Washington
$223K +$12K +84 +6%
LCWP
637
Legacy Capital Wealth Partners
Arkansas
$217K +$220K +1,535 New
KPWS
638
Kestra Private Wealth Services
Texas
$215K +$217K +1,519 New
CB
639
Community Bank
New York
$212K -$69.1K -483 -24%
WBCM
640
Wilson & Boucher Capital Management
California
$212K
BRWA
641
B. Riley Wealth Advisors
Florida
$212K -$10K -70 -4%
BAM
642
Berkshire Asset Management
Pennsylvania
$212K +$214K +1,499 New
WW
643
Westshore Wealth
California
$210K +$10.6K +74 +5%
CFGS
644
Concourse Financial Group Securities
Alabama
$208K +$1.72K +12 +0.8%
TAIM
645
TD Ameritrade Investment Management
Nebraska
$205K -$67.5K -472 -25%
ST
646
Smithfield Trust
Pennsylvania
$205K
CMBA
647
C.M. Bidwell & Associates
Hawaii
$204K +$207K +1,444 New
WI
648
Wahed Invest
New York
$204K +$572 +4 +0.3%
DWT
649
Dorsey & Whitney Trust
South Dakota
$203K
SCA
650
SMH Capital Advisors
Texas
$203K -$28.2K -197 -12%