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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
AIC
726
Archer Investment Corporation
Indiana
$24.3K
MRCM
727
M&R Capital Management
New Jersey
$24K -$24.4K -200 -49%
HWA
728
HHM Wealth Advisors
Tennessee
$24K
SWM
729
Selective Wealth Management
Virginia
$24K
SWA
730
Safir Wealth Advisors
New Hampshire
$24K +$24.4K +200 New
M
731
MOTCO
Texas
$22K +$1.95K +16 +9%
GWS
732
Glassman Wealth Services
Virginia
$20K +$3.05K +25 +18%
LWA
733
Lenox Wealth Advisors
New York
$20K +$20.5K +168 New
MAM
734
McCarthy Asset Management
California
$20K +$20.7K +170 New
PFBT
735
Parkside Financial Bank & Trust
Missouri
$19K +$366 +3 +2%
CFA
736
Carroll Financial Associates
North Carolina
$18K -$3.54K -29 -16%
LC
737
Lindbrook Capital
California
$18K
BWA
738
BDO Wealth Advisors
Florida
$18K +$14.8K +121 +390%
Baillie Gifford & Co
739
Baillie Gifford & Co
United Kingdom
$18K +$18K +148 New
TH
740
TCTC Holdings
Texas
$18K +$18K +148 New
GSAM
741
Grant Street Asset Management
Pennsylvania
$18K +$18.2K +149 New
RWB
742
RMR Wealth Builders
New Jersey
$17K +$17.1K +140 New
FRA
743
Front Row Advisors
California
$16K
PWMG
744
Prestige Wealth Management Group
New Jersey
$16K +$3.66K +30 +29%
WWM
745
Wolff Wiese Magana
California
$16K +$16.1K +132 New
SWA
746
SOA Wealth Advisors
New York
$15K +$15.7K +129 New
JPLA
747
Joseph P. Lucia & Associates
New York
$15K +$15.8K +130 New
CA
748
Centerpoint Advisors
Massachusetts
$14K
CCC
749
Crescent Capital Consulting
Louisiana
$14K +$14.3K +117 New
EFSCE
750
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$3.41K -28 -21%

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.