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Quest Diagnostics

814 hedge funds and large institutions have $14.9B invested in Quest Diagnostics in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$142M)

0.3% more ownership

Funds ownership: 86.81%87.11% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 817814 (-3)

0% less call options, than puts

Call options by funds: $136M | Put options by funds: $137M

Holders
814
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
14.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
293
Reduced
282
Closed
62
Calls
$136M
Puts
$137M
Net Calls
-$619K
Net Calls Change
-$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
676
Logan Capital Management
Pennsylvania
$79K
IUHSA
677
Itau Unibanco Holding S.A.
Brazil
$78K +$77.1K +589 New
Carson Wealth (CWM LLC)
678
Carson Wealth (CWM LLC)
Nebraska
$74K
Simplex Trading
679
Simplex Trading
Illinois
$74K +$66.3K +506 +920%
SC
680
Sierra Capital
Florida
$71K
SWM
681
Spire Wealth Management
Virginia
$69K +$21.2K +162 +45%
GRIM
682
Greenhaven Road Investment Management
Connecticut
$67K -$878K -6,709 -18%
AF
683
Arrow Financial
New York
$66K
OSNBOA
684
Old Second National Bank of Aurora
Illinois
$66K
WB
685
Webster Bank
Connecticut
$66K
T
686
TOBAM
France
$60K
LAM
687
Lountzis Asset Management
Pennsylvania
$59K
EBSAM
688
Eubel Brady & Suttman Asset Management
Ohio
$59K +$60.2K +460 New
GEA
689
Glen Eagle Advisors
New Jersey
$58.3K
BC
690
Bartlett & Co
Ohio
$55K
TPCW
691
TD Private Client Wealth
New York
$54.8K -$262 -2 -0.5%
BCWM
692
Bartlett & Co Wealth Management
Ohio
$54.8K
OSAM
693
O'Shaughnessy Asset Management
Connecticut
$54K -$1.31K -10 -2%
BWP
694
Baldwin Wealth Partners
Massachusetts
$53K
HFA
695
Hoover Financial Advisors
Pennsylvania
$53K
SB
696
Strategic Blueprint
Georgia
$53K +$53K +405 New
QCG
697
Quadrant Capital Group
Ohio
$50K -$131 -1 -0.3%
PCG
698
Private Capital Group
Connecticut
$48K -$262 -2 -0.5%
WT
699
Washington Trust
Rhode Island
$48K +$7.86K +60 +20%
AWM
700
Atticus Wealth Management
Florida
$46K

DGX Hedge Fund Activity: Q2 2021 in Review

814 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2021, worth a combined $14.9B — up 0.96% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DGX positions and 62 closed out — a net gain of 5 holders — while 293 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $129M.

  • 814 institutional investors held Quest Diagnostics (DGX) as of Q2 2021, down from 817 in Q1 2021.
  • Funds reported $14.9B of Quest Diagnostics stock for Q2 2021, up 0.96% quarter-over-quarter.
  • 67 funds opened new Quest Diagnostics positions in Q2 2021 and 62 closed out, a net change of +5 holders.
  • The largest Quest Diagnostics buyer in Q2 2021 was Morgan Stanley, an estimated $74.3M added.
  • The largest Quest Diagnostics seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.