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Quest Diagnostics

814 hedge funds and large institutions have $14.9B invested in Quest Diagnostics in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$142M)

0.3% more ownership

Funds ownership: 86.81%87.11% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 817814 (-3)

0% less call options, than puts

Call options by funds: $136M | Put options by funds: $137M

Holders
814
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
14.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
293
Reduced
282
Closed
62
Calls
$136M
Puts
$137M
Net Calls
-$619K
Net Calls Change
-$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
776
Sonora Investment Management
Arizona
$7K
ZB
777
Zions Bancorporation
Utah
$7K +$524 +4 +9%
SCA
778
Stonebridge Capital Advisors
Minnesota
$7K +$2.75K +21 +62%
VCM
779
Versant Capital Management
Arizona
$6K -$5.11K -39 -45%
CMA
780
Cedar Mountain Advisors
Oregon
$6K
IFAM
781
Institutional & Family Asset Management
Colorado
$6K +$1.05K +8 +21%
FFG
782
Ford Financial Group
California
$6K +$6.55K +50 New
EW
783
Evoke Wealth
California
$5K
HWMA
784
Heritage Wealth Management (Arizona)
Arizona
$5K
Jones Financial Companies
785
Jones Financial Companies
Missouri
$5K
H
786
HoyleCohen
California
$4.33K -$8.51K -65 -0.2%
LSA
787
Leonteq Securities AG
Switzerland
$4.22K -$1.7K -13 -29%
SL
788
Savior LLC
Massachusetts
$4K -$5.89K -45 -61%
FPS
789
Fieldpoint Private Securities
Connecticut
$4K
KFI
790
Key Financial Inc
Pennsylvania
$4K
LFG
791
Larson Financial Group
Missouri
$4K +$131 +1 +4%
MCM
792
MV Capital Management
Maryland
$4K +$3.67K +28 New
Nisa Investment Advisors
793
Nisa Investment Advisors
Missouri
$3.92K -$1.05M -8,050 -21%
FHA
794
First Horizon Advisors
Tennessee
$3K -$93K -710 -97%
FCA
795
FinTrust Capital Advisors
South Carolina
$3K
PWA
796
Phoenix Wealth Advisors
North Carolina
$3K
TFM
797
TFC Financial Management
Massachusetts
$3K
SWA
798
SOA Wealth Advisors
New York
$3K +$1.18K +9 +60%
PWP
799
Personal Wealth Partners
Minnesota
$3K +$3.4K +26 New
KFP
800
KB Financial Partners
New Jersey
$2K -$99.8K -762 -98%

DGX Hedge Fund Activity: Q2 2021 in Review

814 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2021, worth a combined $14.9B — up 0.96% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DGX positions and 62 closed out — a net gain of 5 holders — while 293 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $129M.

  • 814 institutional investors held Quest Diagnostics (DGX) as of Q2 2021, down from 817 in Q1 2021.
  • Funds reported $14.9B of Quest Diagnostics stock for Q2 2021, up 0.96% quarter-over-quarter.
  • 67 funds opened new Quest Diagnostics positions in Q2 2021 and 62 closed out, a net change of +5 holders.
  • The largest Quest Diagnostics buyer in Q2 2021 was Morgan Stanley, an estimated $74.3M added.
  • The largest Quest Diagnostics seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.