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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
WTC
651
WhitTier Trust Company
Nevada
$134K +$4.34K +33 +4%
MA
652
Montag & Associates
Georgia
$131K
PS
653
Planned Solutions
California
$131K +$125K +950 New
BTI
654
Blue Trust Inc
Georgia
$130K +$17.2K +131 +14%
SWM
655
Spire Wealth Management
Virginia
$128K -$91.4K -695 -42%
PS
656
Principal Securities
Iowa
$124K +$118K +897 New
AF
657
Allworth Financial
California
$123K -$3.68K -28 -3%
LFA
658
LGT Financial Advisors
Texas
$113K +$53.6K +408 +99%
AF
659
Advisornet Financial
Minnesota
$109K +$2.89K +22 +3%
CCMW
660
Cypress Capital Management (Wyoming)
Wyoming
$105K
Lazard Asset Management
661
Lazard Asset Management
New York
$101K -$34.3K -261 -26%
DMBA
662
Deseret Mutual Benefit Administrators
Utah
$99.3K -$28.1K -214 -23%
SWS
663
SYSTM Wealth Solutions
Illinois
$96.5K +$92K +700 New
S
664
Sachetta
Massachusetts
$91.6K +$87.3K +664 New
TFA
665
Transamerica Financial Advisors
Florida
$87K -$15K -114 -15%
Capstone Investment Advisors
666
Capstone Investment Advisors
New York
$82.7K -$1.02M -7,751 -93%
OIA
667
Optimum Investment Advisors
Illinois
$82.7K
HWA
668
Heritage Wealth Advisors
Virginia
$81.3K
MCM
669
MV Capital Management
Maryland
$78.5K -$1.84K -14 -2%
IAIM
670
International Assets Investment Management
Florida
$78K
FFA
671
Farther Finance Advisors
California
$77.1K +$4.47K +34 +6%
GWM
672
Geneos Wealth Management
Colorado
$77.1K +$1.45K +11 +2%
SIC
673
Salem Investment Counselors
North Carolina
$70.3K
PCM
674
Penserra Capital Management
California
$70K -$14.2K -108 -17%
AF
675
Arrow Financial
New York
$68.9K

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.