We are live on ! Find out more
DGX icon

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
OSAM
701
O'Shaughnessy Asset Management
Connecticut
$46K +$2.32K +19 +5%
HFM
702
Harvest Fund Management
China
$43K
FFA
703
Freedman Financial Associates
Massachusetts
$42K +$42.7K +350 New
EI
704
Ellevest Inc
New York
$39K -$33.5K -275 -46%
MIFH
705
Migdal Insurance & Financial Holdings
Israel
$39K +$39.7K +326 New
PGAM
706
Princeton Global Asset Management
New Jersey
$38K
Credit Agricole
707
Credit Agricole
France
$38K +$8.05K +66 +26%
RWA
708
Ropes Wealth Advisors
Massachusetts
$36K -$107K -879 -75%
VFA
709
Valeo Financial Advisors
Indiana
$36K -$1.46K -12 -4%
LWM
710
Liberty Wealth Management
California
$36K -$1.1K -9 -3%
LJHT
711
Laurie J. Hall Trustee
$36K
WT
712
Washington Trust
Rhode Island
$36K
CIA
713
CSat Investment Advisory
Michigan
$35K -$40.1K -329 -53%
HI
714
Hudock Inc
Pennsylvania
$35K
CWC
715
Carolinas Wealth Consulting
North Carolina
$34K -$853 -7 -2%
SFSIG
716
San Francisco Sentry Investment Group
California
$34K
APA
717
American Portfolios Advisors
New York
$33.5K +$29.3K +240 +585%
DOA
718
D'Orazio & Associates
Virginia
$33K
QCG
719
Quadrant Capital Group
Ohio
$32K +$1.83K +15 +6%
MGIM
720
M&G Investment Management
United Kingdom
$31.1K -$1.85M -15,211 -5%
LWCFA
721
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K -$181K -1,482 -85%
PWPS
722
Pinnacle Wealth Planning Services
Ohio
$31K +$31.9K +262 New
PK
723
Pflug Koory
Nebraska
$28K
HWM
724
HighMark Wealth Management
Minnesota
$27K +$122 +1 +0.4%
GRP
725
Global Retirement Partners
California
$26K -$6.58K -54 -20%

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.