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Quest Diagnostics

748 hedge funds and large institutions have $13.5B invested in Quest Diagnostics in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 218 increasing their positions, 290 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $105M | Put options by funds: $56.1M

46% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 87

37% more capital invested

Capital invested by funds: $9.91B → $13.5B (+$3.63B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 714748 (+34)

4.13% less ownership

Funds ownership: 93.08%88.96% (-4.1%)

25% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 290

Holders
748
Holders Change
+34
Holders Change %
+4.76%
% of All Funds
15.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
127
Increased
218
Reduced
290
Closed
87
Calls
$105M
Puts
$56.1M
Net Calls
+$49.2M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
701
Creative Financial Designs
Indiana
$13K +$11.8K +111 New
EDRH
702
Edmond de Rothschild Holding
Switzerland
$13K +$12.5K +118 New
CAM
703
CenterStar Asset Management
Illinois
$12K
First Manhattan
704
First Manhattan
New York
$12K
CCM
705
Covington Capital Management
California
$11K -$10.8K -102 -50%
BWL
706
Bogart Wealth LLC
Virginia
$11K
KTC
707
Kistler-Tiffany Companies
Pennsylvania
$11K
TFO
708
Tarbox Family Office
California
$11K
GWS
709
Glassman Wealth Services
Virginia
$11K +$1.49K +14 +17%
FCA
710
FinTrust Capital Advisors
South Carolina
$10K -$30.4K -287 -77%
GAM
711
Gemmer Asset Management
California
$10K
VCM
712
Versant Capital Management
Arizona
$9K -$636 -6 -6%
SLF
713
Sun Life Financial
Ontario, Canada
$9K +$106 +1 +1%
BL
714
Balentine LLC
Georgia
$9K +$6.58K +62 +443%
EIP
715
Ellis Investment Partners
Pennsylvania
$9K +$9.02K +85 New
APA
716
American Portfolios Advisors
New York
$8.66K -$3.92K -37 -33%
PWMG
717
Prestige Wealth Management Group
New Jersey
$8K -$142K -1,336 -95%
NIM
718
NuWave Investment Management
New Jersey
$8K +$2.55K +24 +56%
RA
719
Rational Advisors
New York
$8K +$7.11K +67 New
TFA
720
Transamerica Financial Advisors
Florida
$8K +$7.11K +67 New
Truist Financial
721
Truist Financial
North Carolina
$7K -$5.14M -48,474 -100%
IFAM
722
Institutional & Family Asset Management
Colorado
$7K -$849 -8 -12%
AW
723
Avion Wealth
Texas
$7K
CMA
724
Cedar Mountain Advisors
Oregon
$7K
EARNEST Partners
725
EARNEST Partners
Georgia
$7K

DGX Hedge Fund Activity: Q2 2020 in Review

748 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2020, worth a combined $13.5B — up 37% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new DGX positions and 87 closed out — a net gain of 40 holders — while 218 added to existing stakes and 290 trimmed.

The largest buyer was Ameriprise, adding an estimated $213M. The largest seller was Victory Capital Management, cutting an estimated $465M.

  • 748 institutional investors held Quest Diagnostics (DGX) as of Q2 2020, up from 714 in Q1 2020.
  • Funds reported $13.5B of Quest Diagnostics stock for Q2 2020, up 37% quarter-over-quarter.
  • 127 funds opened new Quest Diagnostics positions in Q2 2020 and 87 closed out, a net change of +40 holders.
  • The largest Quest Diagnostics buyer in Q2 2020 was Ameriprise, an estimated $213M added.
  • The largest Quest Diagnostics seller in Q2 2020 was Victory Capital Management, an estimated $465M sold.

Based on aggregated 13F filings for Q2 2020.