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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
SIM
776
Sonora Investment Management
Arizona
$6K -$16.2K -133 -72%
GAM
777
Gemmer Asset Management
California
$6K -$4.51K -37 -42%
TWA
778
TCI Wealth Advisors
Arizona
$6K +$2.07K +17 +53%
CMA
779
Cedar Mountain Advisors
Oregon
$5K -$4.39K -36 -45%
IFAM
780
Institutional & Family Asset Management
Colorado
$5K -$2.68K -22 -36%
EW
781
Evoke Wealth
California
$5K
JWM
782
Janiczek Wealth Management
Colorado
$5K +$4.27K +35 +389%
AF
783
Allworth Financial
California
$5K +$5.12K +42 +2,100%
CCA
784
Childress Capital Advisors
Texas
$5K +$5.24K +43 New
ZB
785
Zions Bancorporation
Utah
$4K -$610 -5 -13%
SIS
786
Sound Income Strategies
Florida
$4K
KFI
787
Key Financial Inc
Pennsylvania
$4K +$3.66K +30 New
SN
788
Sittner & Nelson
Oregon
$4K +$4.27K +35 New
FCA
789
FinTrust Capital Advisors
South Carolina
$3K -$7.92K -65 -75%
LFG
790
Larson Financial Group
Missouri
$3K
TFM
791
TFC Financial Management
Massachusetts
$3K
CAM
792
ClariVest Asset Management
California
$3K +$1.83K +15 +250%
FPS
793
Fieldpoint Private Securities
Connecticut
$3K +$2.93K +24 New
FGAM
794
Financial Gravity Asset Management
Texas
$3K +$2.93K +24 New
FFG
795
Fortem Financial Group
California
$3K +$3.54K +29 New
KFS
796
Kelly Financial Services
Massachusetts
$2.62K
CCA
797
Column Capital Advisors
Indiana
$2K -$39.4K -323 -96%
FMP
798
Financial Management Professionals
Texas
$2K
JFA
799
JNBA Financial Advisors
Minnesota
$2K
MLFP
800
MPS Loria Financial Planners
Illinois
$2K +$1.71K +14 New

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.