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Quest Diagnostics

811 hedge funds and large institutions have $14B invested in Quest Diagnostics in 2020 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 290 increasing their positions, 261 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

100% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 65

21% more call options, than puts

Call options by funds: $77.5M | Put options by funds: $64.3M

11% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 261

7% more funds holding

Funds holding: 757811 (+54)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$632M)

0.93% less ownership

Funds ownership: 87.62%86.69% (-0.93%)

Holders
811
Holders Change
+54
Holders Change %
+7.13%
% of All Funds
14.35%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
130
Increased
290
Reduced
261
Closed
65
Calls
$77.5M
Puts
$64.3M
Net Calls
+$13.3M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
676
Bartlett & Co Wealth Management
Ohio
$73.3K +$731 +6 +1%
BC
677
Bartlett & Co
Ohio
$73K +$731 +6 +1%
EWM
678
Endurance Wealth Management
Rhode Island
$72K
MAM
679
Meeder Asset Management
Ohio
$72K +$4.75K +39 +7%
BWM
680
Birchcreek Wealth Management
Ohio
$68K +$69.7K +572 New
S
681
SignatureFD
Georgia
$66K +$1.1K +9 +2%
WB
682
Webster Bank
Connecticut
$61K
MWP
683
Meridian Wealth Partners
Pennsylvania
$61K +$122 +1 +0.2%
HIA
684
Harbor Investment Advisory
Maryland
$60K -$158K -1,299 -72%
AF
685
Arrow Financial
New York
$60K
OSNBOA
686
Old Second National Bank of Aurora
Illinois
$60K
WTC
687
WhitTier Trust Company
Nevada
$60K
BCA
688
Berman Capital Advisors
Georgia
$57K -$36.9K -303 -38%
AWM
689
Atticus Wealth Management
Florida
$54K
LAM
690
Lountzis Asset Management
Pennsylvania
$54K
T
691
TOBAM
France
$54K
TPCW
692
TD Private Client Wealth
New York
$53K -$225K -1,846 -81%
GEA
693
Glen Eagle Advisors
New Jersey
$52.7K
VCG
694
Vantage Consulting Group
Virginia
$51K +$52.5K +431 New
HFA
695
Hoover Financial Advisors
Pennsylvania
$50K +$49.1K +403 New
BWP
696
Baldwin Wealth Partners
Massachusetts
$48K
FMT
697
First Mercantile Trust
Tennessee
$48K +$48.8K +400 New
PCG
698
Private Capital Group
Connecticut
$47K -$5.97K -49 -11%
OC
699
Oakworth Capital
Alabama
$46K
PS
700
Planned Solutions
California
$46K

DGX Hedge Fund Activity: Q4 2020 in Review

811 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2020, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DGX positions and 65 closed out — a net gain of 65 holders — while 290 added to existing stakes and 261 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $68.5M. The largest seller was Ameriprise, cutting an estimated $228M.

  • 811 institutional investors held Quest Diagnostics (DGX) as of Q4 2020, up from 757 in Q3 2020.
  • Funds reported $14B of Quest Diagnostics stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 130 funds opened new Quest Diagnostics positions in Q4 2020 and 65 closed out, a net change of +65 holders.
  • The largest Quest Diagnostics buyer in Q4 2020 was Renaissance Technologies, an estimated $68.5M added.
  • The largest Quest Diagnostics seller in Q4 2020 was Ameriprise, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2020.