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Quest Diagnostics

826 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $176M | Put options by funds: $78.3M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $12B → $13.7B (+$1.7B)

4% more funds holding

Funds holding: 794826 (+32)

0.8% more ownership

Funds ownership: 87.73%88.54% (+0.8%)

23% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 330

Holders
826
Holders Change
+32
Holders Change %
+4.03%
% of All Funds
12.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
108
Increased
253
Reduced
330
Closed
64
Calls
$176M
Puts
$78.3M
Net Calls
+$97.7M
Net Calls Change
+$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
726
Bell Investment Advisors
California
$24K -$2.89K -22 -11%
FHA
727
First Horizon Advisors
Tennessee
$23.6K -$4.08K -31 -15%
LFG
728
Larson Financial Group
Missouri
$23.3K
EC
729
EdgeRock Capital
Colorado
$21.5K +$22.6K +172 New
SL
730
Salomon & Ludwin
Virginia
$21.4K
RIL
731
Rothschild Investment LLC
Illinois
$20.5K +$19.6K +149 New
PFBT
732
Parkside Financial Bank & Trust
Missouri
$20.3K -$6.84K -52 -26%
Loomis, Sayles & Company
733
Loomis, Sayles & Company
Massachusetts
$20K +$6.84K +52 +55%
GC
734
Gould Capital
Washington
$19.7K +$1.18K +9 +7%
BGAI
735
Bruce G. Allen Investments
Colorado
$19K +$18.1K +138 New
HGA
736
Hobbs Group Advisors
South Carolina
$18K +$17.1K +130 New
AGWCA
737
Annis Gardner Whiting Capital Advisors
Florida
$17.9K +$10.6K +81 +165%
IUHSA
738
Itau Unibanco Holding S.A.
Brazil
$17.9K -$7.76K -59 -31%
PK
739
Pflug Koory
Nebraska
$15.9K
FUBT
740
First United Bank & Trust
Maryland
$15.3K +$14.6K +111 New
AWM
741
Abound Wealth Management
Tennessee
$15.2K +$1.58K +12 +12%
AA
742
Ancora Advisors
Ohio
$15.2K +$131 +1 +0.9%
PAI
743
Pittenger & Anderson Inc
Nebraska
$15.2K
BCWM
744
Bartlett & Co Wealth Management
Ohio
$15K
BC
745
Bartlett & Co
Ohio
$15K
BCPWM
746
Bradley & Co Private Wealth Management
Florida
$13.8K
IBOK
747
Independence Bank of Kentucky
Kentucky
$13.8K +$13.1K +100 New
JWM
748
Janiczek Wealth Management
Colorado
$13.2K -$394 -3 -3%
PWMG
749
Prestige Wealth Management Group
New Jersey
$13.1K +$3.29K +25 +36%
BEI
750
Benjamin Edwards Inc
Missouri
$12K +$1.71K +13 +17%

DGX Hedge Fund Activity: Q4 2023 in Review

826 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2023, worth a combined $13.7B — up 14% from $12B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DGX positions and 64 closed out — a net gain of 44 holders — while 253 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $106M.

  • 826 institutional investors held Quest Diagnostics (DGX) as of Q4 2023, up from 794 in Q3 2023.
  • Funds reported $13.7B of Quest Diagnostics stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Quest Diagnostics positions in Q4 2023 and 64 closed out, a net change of +44 holders.
  • The largest Quest Diagnostics buyer in Q4 2023 was Morgan Stanley, an estimated $276M added.
  • The largest Quest Diagnostics seller in Q4 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.