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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
FDCDDQ
626
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K -$77K -586 -28%
BAM
627
Berkshire Asset Management
Pennsylvania
$205K +$195K +1,484 New
RPCONE
628
Retirement Planning Company of New England
Rhode Island
$203K +$194K +1,475 New
Kovitz Investment Group Partners
629
Kovitz Investment Group Partners
Illinois
$203K +$193K +1,471 New
CGL
630
Clarius Group LLC
Washington
$201K +$191K +1,455 New
UB
631
UMB Bank
Missouri
$197K -$3.94K -30 -2%
DCBT
632
Dakota Community Bank & Trust
North Dakota
$190K +$3.29K +25 +2%
S
633
SignatureFD
Georgia
$189K +$55K +418 +44%
MFG
634
Mendota Financial Group
Wisconsin
$179K +$9.99K +76 +6%
AIP
635
Ameritas Investment Partners
Nebraska
$172K -$16.6K -126 -9%
CAL
636
Capital Advisors Ltd
Ohio
$172K -$3.15K -24 -2%
HI
637
Harbour Investments
Wisconsin
$166K +$70.6K +537 +81%
ST
638
Smithfield Trust
Pennsylvania
$164K -$27.3K -208 -15%
AA
639
Addison Advisors
Vermont
$162K
WT
640
Whittier Trust
California
$160K -$236K -1,793 -61%
PCTC
641
Perkins Coie Trust Company
Washington
$159K -$657 -5 -0.4%
MCAI
642
Members Capital Advisors Inc
Wisconsin
$157K -$1.18M -9,008 -89%
PTC
643
Private Trust Company
Ohio
$157K +$99.5K +757 +198%
SIS
644
Sound Income Strategies
Florida
$144K +$129K +981 +1,509%
PHAM
645
Portland Hill Asset Management
United Kingdom
$144K
HCM
646
Hollencrest Capital Management
California
$139K
IRC
647
Investors Research Corp
Georgia
$139K
MRCM
648
M&R Capital Management
New Jersey
$139K
CFB
649
Cullen/Frost Bankers
Texas
$138K
IA
650
IFP Advisors
Florida
$138K -$55.6K -423 -30%

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.