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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
MAM
651
Martingale Asset Management
Massachusetts
$202K +$204K +1,426 New
ONB
652
Old National Bancorp
Indiana
$201K -$13.3K -93 -6%
FPAS
653
Focus Partners Advisor Solutions
Missouri
$201K -$20.3K -142 -9%
WTC
654
WhitTier Trust Company
Nevada
$199K
AIP
655
Ameritas Investment Partners
Nebraska
$195K
DCBT
656
Dakota Community Bank & Trust
North Dakota
$190K -$5.01K -35 -3%
CI Investments Inc
657
CI Investments Inc
Ontario, Canada
$182K +$114K +797 +162%
O
658
Ossiam
France
$179K -$602K -4,207 -77%
CAL
659
Capital Advisors Ltd
Ohio
$176K -$3.15K -22 -2%
DFCM
660
Dark Forest Capital Management
Puerto Rico
$173K +$11.6K +81 +7%
CCA
661
Catalyst Capital Advisors
New York
$173K
MFG
662
Mendota Financial Group
Wisconsin
$170K
AA
663
Addison Advisors
Vermont
$166K -$429 -3 -0.3%
PHAM
664
Portland Hill Asset Management
United Kingdom
$164K
BWM
665
BerganKDV Wealth Management
Minnesota
$158K +$6.29K +44 +4%
DMBA
666
Deseret Mutual Benefit Administrators
Utah
$156K +$34.3K +240 +28%
AF
667
Allworth Financial
California
$151K +$1.57K +11 +1%
S
668
SignatureFD
Georgia
$145K -$21K -147 -13%
HCM
669
Hollencrest Capital Management
California
$143K +$28.6K +200 +25%
IRC
670
Investors Research Corp
Georgia
$143K
MRCM
671
M&R Capital Management
New Jersey
$143K
WWP
672
WR Wealth Planners
Missouri
$135K +$136K +951 New
MA
673
Montag & Associates
Georgia
$134K
AF
674
Advisornet Financial
Minnesota
$132K -$7.87K -55 -6%
KI
675
Kapitalo Investimentos
Brazil
$131K +$133K +929 New