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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
WB
676
Webster Bank
Connecticut
$68.9K
GI
677
GAMMA Investing
California
$66.7K +$68.2K +519 New
OSNBOA
678
Old Second National Bank of Aurora
Illinois
$64.3K
O
679
Ossiam
France
$62.3K
GEA
680
Glen Eagle Advisors
New Jersey
$60.9K
QCG
681
Quadrant Capital Group
Ohio
$60.7K +$7.89K +60 +16%
WBC
682
Westpac Banking Corp
Australia
$59.6K -$736K -5,602 -93%
VIA
683
Virtus Investment Advisers
Connecticut
$59.6K
Federated Hermes
684
Federated Hermes
Pennsylvania
$57.6K -$131 -1 -0.2%
LC
685
Lindbrook Capital
California
$57.2K +$29.8K +227 +121%
LIWM
686
Long Island Wealth Management
New York
$57K +$54K +411 New
SOW
687
State of Wyoming
Wyoming
$56.8K -$198K -1,507 -79%
BWP
688
Baldwin Wealth Partners
Massachusetts
$55.2K
NF
689
Norwood Financial
Pennsylvania
$53.1K -$6.57K -50 -11%
WT
690
Washington Trust
Rhode Island
$49.6K
EBA
691
Eagle Bay Advisors
New York
$48.3K
PGAM
692
Princeton Global Asset Management
New Jersey
$45.5K +$263 +2 +0.6%
IPW
693
Impact Partnership Wealth
Georgia
$45.1K
WAG
694
Wiser Advisor Group
Arizona
$44.8K +$42.7K +325 New
AWM
695
Atticus Wealth Management
Florida
$44.1K
NECFA
696
New England Capital Financial Advisors
Connecticut
$43K
LS
697
Livforsakringsbolaget Skandia
Sweden
$42.9K -$2.82M -21,424 -99%
TSW
698
Thompson Siegel & Walmsley
Virginia
$41K -$2.63K -20 -6%
LJHT
699
Laurie J. Hall Trustee
$41K
CWM
700
Compass Wealth Management
Connecticut
$40.7K -$17.7K -135 -31%

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.