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Quest Diagnostics

879 hedge funds and large institutions have $15.2B invested in Quest Diagnostics in 2022 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 309 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 50

79% more call options, than puts

Call options by funds: $143M | Put options by funds: $80.1M

21% more capital invested

Capital invested by funds: $12.6B → $15.2B (+$2.6B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 808879 (+71)

1.55% less ownership

Funds ownership: 88.52%86.97% (-1.6%)

10% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 309

Holders
879
Holders Change
+71
Holders Change %
+8.79%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
136
Increased
277
Reduced
309
Closed
50
Calls
$143M
Puts
$80.1M
Net Calls
+$63M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$47.9M +$287K +1,999 +0.7%
CS
52
Credit Suisse
Switzerland
$47.7M +$3.44M +23,926 +9%
JP Morgan Chase
53
JP Morgan Chase
New York
$47.5M -$118K -820 -0.3%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$46.9M +$36.4M +253,620 +551%
Axa
55
Axa
France
$46M -$459K -3,192 -1%
RPI
56
Railway Pension Investments
United Kingdom
$45.4M +$6.28M +43,700 +18%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$43.8M +$10.3M +71,377 +34%
AAMU
58
AEGON Asset Management (UK)
United Kingdom
$42.4M +$38.9M +270,816 New
WCM
59
Wedge Capital Management
North Carolina
$42.2M -$2.55M -17,758 -6%
APM
60
Avidity Partners Management
Texas
$40.4M +$37.1M +258,000 New
Aberdeen Group
61
Aberdeen Group
United Kingdom
$39.9M +$14.1M +98,199 +63%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$38.4M +$1.34M +9,313 +4%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$38.3M +$4.69M +32,637 +15%
Allianz Asset Management
64
Allianz Asset Management
Germany
$37.9M -$2.29M -15,918 -6%
Wells Fargo
65
Wells Fargo
California
$37.7M -$124K -866 -0.4%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$36.1M -$1.26M -8,789 -4%
T
67
TOBAM
France
$35.8M -$4.43M -30,800 -12%
National Pension Service
68
National Pension Service
South Korea
$32.4M -$1.18M -8,198 -4%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$31.1M -$323K -2,245 -1%
BA
70
Bridgewater Associates
Connecticut
$30.5M +$4.85M +33,728 +21%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$30.4M -$243K -1,692 -0.9%
Macquarie Group
72
Macquarie Group
Australia
$29.8M -$472K -3,282 -2%
Man Group
73
Man Group
United Kingdom
$29.8M +$12.3M +85,336 +81%
Aviva
74
Aviva
United Kingdom
$29.5M +$8.33M +57,972 +44%
SW
75
SVB Wealth
Massachusetts
$29M +$972K +6,764 +4%

DGX Hedge Fund Activity: Q4 2022 in Review

879 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2022, worth a combined $15.2B — up 21% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new DGX positions and 50 closed out — a net gain of 86 holders — while 277 added to existing stakes and 309 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $76.3M. The largest seller was Bank of America, cutting an estimated $209M.

  • 879 institutional investors held Quest Diagnostics (DGX) as of Q4 2022, up from 808 in Q3 2022.
  • Funds reported $15.2B of Quest Diagnostics stock for Q4 2022, up 21% quarter-over-quarter.
  • 136 funds opened new Quest Diagnostics positions in Q4 2022 and 50 closed out, a net change of +86 holders.
  • The largest Quest Diagnostics buyer in Q4 2022 was Point72 Asset Management, an estimated $76.3M added.
  • The largest Quest Diagnostics seller in Q4 2022 was Bank of America, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.