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Quest Diagnostics

837 hedge funds and large institutions have $15.9B invested in Quest Diagnostics in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 285 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $14.9B → $15.9B (+$913M)

3% more funds holding

Funds holding: 814837 (+23)

2.53% more ownership

Funds ownership: 87.11%89.64% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 285

2% more call options, than puts

Call options by funds: $188M | Put options by funds: $184M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
837
Holders Change
+23
Holders Change %
+2.83%
% of All Funds
14.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
93
Increased
293
Reduced
285
Closed
59
Calls
$188M
Puts
$184M
Net Calls
+$3.09M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
701
Eagle Bay Advisors
New York
$94K +$47.1K +322 +100%
AF
702
Allworth Financial
California
$93K +$93.9K +642 New
EWM
703
Endurance Wealth Management
Rhode Island
$87K
LCM
704
Logan Capital Management
Pennsylvania
$87K
OIA
705
Optimum Investment Advisors
Illinois
$87K
PPWM
706
PFG Private Wealth Management
Florida
$87K +$87.8K +600 New
JCM
707
Jacobi Capital Management
Pennsylvania
$86K +$73.2K +500 +562%
SC
708
Sierra Capital
Florida
$78K
MIFH
709
Migdal Insurance & Financial Holdings
Israel
$73K -$17K -116 -19%
AF
710
Arrow Financial
New York
$73K
WB
711
Webster Bank
Connecticut
$73K
DOA
712
D'Orazio & Associates
Virginia
$72K +$31.8K +217 +79%
DFCM
713
Dark Forest Capital Management
Puerto Rico
$71K +$71.4K +488 New
OSNBOA
714
Old Second National Bank of Aurora
Illinois
$68K -$4.97K -34 -7%
T
715
TOBAM
France
$66K
LAM
716
Lountzis Asset Management
Pennsylvania
$65.4K
GEA
717
Glen Eagle Advisors
New Jersey
$64.2K
QCG
718
Quadrant Capital Group
Ohio
$60K +$4.97K +34 +9%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$59.4K -$878 -6 -1%
BC
720
Bartlett & Co
Ohio
$59K -$878 -6 -1%
Koshinski Asset Management
721
Koshinski Asset Management
Illinois
$58.1K +$58.5K +400 New
BWP
722
Baldwin Wealth Partners
Massachusetts
$58K
TPCW
723
TD Private Client Wealth
New York
$58K -$2.34K -16 -4%
CWP
724
Concord Wealth Partners
Virginia
$56K -$87.8K -600 -61%
PCG
725
Private Capital Group
Connecticut
$53K

DGX Hedge Fund Activity: Q3 2021 in Review

837 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2021, worth a combined $15.9B — up 6.1% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DGX positions and 59 closed out — a net gain of 34 holders — while 293 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Nordea Investment Management, cutting an estimated $290M.

  • 837 institutional investors held Quest Diagnostics (DGX) as of Q3 2021, up from 814 in Q2 2021.
  • Funds reported $15.9B of Quest Diagnostics stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 93 funds opened new Quest Diagnostics positions in Q3 2021 and 59 closed out, a net change of +34 holders.
  • The largest Quest Diagnostics buyer in Q3 2021 was BlackRock, an estimated $118M added.
  • The largest Quest Diagnostics seller in Q3 2021 was Nordea Investment Management, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2021.