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Quest Diagnostics

676 hedge funds and large institutions have $12.8B invested in Quest Diagnostics in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 208 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

57% more call options, than puts

Call options by funds: $53.1M | Put options by funds: $33.9M

52% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 42

22% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 208

3% more funds holding

Funds holding: 654676 (+22)

3% less capital invested

Capital invested by funds: $13.2B → $12.8B (-$411M)

1.88% less ownership

Funds ownership: 91.1%89.22% (-1.9%)

Holders
676
Holders Change
+22
Holders Change %
+3.36%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
64
Increased
254
Reduced
208
Closed
42
Calls
$53.1M
Puts
$33.9M
Net Calls
+$19.2M
Net Calls Change
+$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
651
Evolution Wealth Advisors
Florida
$5K
LF
652
Lee Financial
Texas
$5K
NC
653
NewSquare Capital
Pennsylvania
$5K
SIM
654
Sonora Investment Management
Arizona
$5K
WCG
655
Weaver Consulting Group
California
$5K
BBHC
656
Brown Brothers Harriman & Co
New York
$4K +$1.95K +19 +112%
TWA
657
TCI Wealth Advisors
Arizona
$4K +$2.87K +28 +560%
FCH
658
Freestone Capital Holdings
Washington
$3.19K -$634K -6,171 -17%
ATC
659
Adirondack Trust Company
New York
$3K
PFO
660
Pathstone Family Office
New Jersey
$3K
VRM
661
Vectors Research Management
New York
$3K
KFS
662
Kelly Financial Services
Massachusetts
$2.35K
GWAG
663
Garrett Wealth Advisory Group
Texas
$2.03K +$1.95K +19 New
NR
664
Newfound Research
Massachusetts
$2K -$103 -1 -6%
JIR
665
James Investment Research
Ohio
$2K
LWM
666
Liberty Wealth Management
California
$2K
SCA
667
Stonebridge Capital Advisors
Minnesota
$2K
1NWS
668
1 North Wealth Services
Maryland
$2K +$1.64K +16 New
AA
669
AlphaMark Advisors
Kentucky
$2K +$1.85K +18 New
APSP
670
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K
BL
671
Balentine LLC
Georgia
$1K
EI
672
Ellevest Inc
New York
$1K +$513 +5 New
GI
673
Gradient Investments
Minnesota
$1K +$616 +6 New
PWMG
674
Prestige Wealth Management Group
New Jersey
$1K +$1.44K +14 New
AA
675
Advisory Alpha
Michigan
$723 +$719 +7 New

DGX Hedge Fund Activity: Q3 2019 in Review

676 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2019, worth a combined $12.8B — down 3.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DGX positions and 42 closed out — a net gain of 22 holders — while 254 added to existing stakes and 208 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Macquarie Group, cutting an estimated $802M.

  • 676 institutional investors held Quest Diagnostics (DGX) as of Q3 2019, up from 654 in Q2 2019.
  • Funds reported $12.8B of Quest Diagnostics stock for Q3 2019, down 3.1% quarter-over-quarter.
  • 64 funds opened new Quest Diagnostics positions in Q3 2019 and 42 closed out, a net change of +22 holders.
  • The largest Quest Diagnostics buyer in Q3 2019 was JP Morgan Chase, an estimated $176M added.
  • The largest Quest Diagnostics seller in Q3 2019 was Macquarie Group, an estimated $802M sold.

Based on aggregated 13F filings for Q3 2019.