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Quest Diagnostics

846 hedge funds and large institutions have $15.2B invested in Quest Diagnostics in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 293 increasing their positions, 309 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

14% more capital invested

Capital invested by funds: $13.3B → $15.2B (+$1.82B)

10% more call options, than puts

Call options by funds: $62.2M | Put options by funds: $56.3M

1% more funds holding

Funds holding: 837846 (+9)

0.11% more ownership

Funds ownership: 87.71%87.82% (+0.11%)

5% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 309

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
846
Holders Change
+9
Holders Change %
+1.08%
% of All Funds
12.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
92
Increased
293
Reduced
309
Closed
73
Calls
$62.2M
Puts
$56.3M
Net Calls
+$5.9M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
676
Jones Financial Companies
Missouri
$132K +$48.5K +325 +62%
IWA
677
Icon Wealth Advisors
Texas
$117K +$6.57K +44 +6%
DMBA
678
Deseret Mutual Benefit Administrators
Utah
$117K -$1.04K -7 -0.9%
SIS
679
Sound Income Strategies
Florida
$117K +$3.88K +26 +4%
CT
680
Clearstead Trust
Maine
$109K
MG
681
Mather Group
Illinois
$107K -$2.54K -17 -2%
BCP
682
Blue Chip Partners
Michigan
$106K +$102K +681 New
SOW
683
State of Wyoming
Wyoming
$104K -$59.7K -400 -37%
FCA
684
FinTrust Capital Advisors
South Carolina
$98.9K +$85K +569 +837%
SAM
685
Smartleaf Asset Management
Massachusetts
$97.9K +$40K +268 +74%
TFA
686
Transamerica Financial Advisors
Florida
$97K +$1.64K +11 +2%
GWM
687
Geneos Wealth Management
Colorado
$94.7K +$9.11K +61 +11%
CCMW
688
Cypress Capital Management (Wyoming)
Wyoming
$93.2K -$24.6K -165 -22%
OIA
689
Optimum Investment Advisors
Illinois
$93.2K
HWA
690
Heritage Wealth Advisors
Virginia
$93.2K +$1.49K +10 +2%
QCG
691
Quadrant Capital Group
Ohio
$91.9K +$2.84K +19 +3%
ACM
692
Aster Capital Management
United Arab Emirates
$88.5K +$85.1K +570 New
SIM
693
Sentry Investment Management
Wisconsin
$82K +$79.2K +530 New
SIC
694
Salem Investment Counselors
North Carolina
$79.2K
GM
695
GeoWealth Management
Illinois
$78.2K +$75.3K +504 New
AF
696
Arrow Financial
New York
$77.6K
WB
697
Webster Bank
Connecticut
$77.6K
S
698
Sachetta
Massachusetts
$77.5K
CT
699
Coastline Trust
Rhode Island
$76.1K -$211K -1,410 -74%
LC
700
Lindbrook Capital
California
$73.4K +$896 +6 +1%

DGX Hedge Fund Activity: Q3 2024 in Review

846 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2024, worth a combined $15.2B — up 14% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new DGX positions and 73 closed out — a net gain of 19 holders — while 293 added to existing stakes and 309 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $552M. The largest seller was Millennium Management, cutting an estimated $117M.

  • 846 institutional investors held Quest Diagnostics (DGX) as of Q3 2024, up from 837 in Q2 2024.
  • Funds reported $15.2B of Quest Diagnostics stock for Q3 2024, up 14% quarter-over-quarter.
  • 92 funds opened new Quest Diagnostics positions in Q3 2024 and 73 closed out, a net change of +19 holders.
  • The largest Quest Diagnostics buyer in Q3 2024 was T. Rowe Price Associates, an estimated $552M added.
  • The largest Quest Diagnostics seller in Q3 2024 was Millennium Management, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2024.