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Quest Diagnostics
DGX

837 hedge funds and large institutions have $15.9B invested in Quest Diagnostics in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 285 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $14.9B → $15.9B (+$913M)

3% more funds holding

Funds holding: 814 → 837 (+23)

2.53% more ownership

Funds ownership: 87.11% → 89.64% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 285

2% more call options, than puts

Call options by funds: $188M | Put options by funds: $184M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
837
Holders Change
+23
Holders Change %
+2.83%
% of All Funds
14.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
93
Increased
293
Reduced
285
Closed
59
Calls
$188M
Puts
$184M
Net Calls
+$3.09M
Net Calls Change
+$3.71M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$118M
2
Renaissance Technologies
Renaissance Technologies
New York
+$114M
3
Goldman Sachs
Goldman Sachs
New York
+$87.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$66M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$55.5M

Top Sellers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
-$290M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$117M
3
Morgan Stanley
Morgan Stanley
New York
-$98.9M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$91.6M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$86.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
776
Bradley & Co Private Wealth Management
Florida
$15K – – –
CCM
777
Covington Capital Management
California
$15K – – –
TCWA
778
Ten Capital Wealth Advisors
Washington
$15K – – –
ETC
779
Exchange Traded Concepts
Oklahoma
$14K -$614K -4,196 -98%
DAC
780
Dividend Assets Capital
South Carolina
$14K – – –
HFM
781
Harvest Fund Management
China
$14K – – –
KTC
782
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
TFO
783
Tarbox Family Office
California
$14K – – –
LWA
784
Lenox Wealth Advisors
New York
$13K +$732 +5 +6%
BAM
785
Barrett Asset Management
New York
$13K +$13.2K +90 New
CHA
786
Carmichael Hill & Associates
Maryland
$12K – – –
PB
787
Pinnacle Bancorp
Nebraska
$11K -$2.19K -15 -16%
FHA
788
First Horizon Advisors
Tennessee
$11K +$6.58K +45 +180%
BA
789
Bellwether Advisors
Nebraska
$10K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
790
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K – – –
AW
791
Avion Wealth
Texas
$9K – – –
EARNEST Partners
792
EARNEST Partners
Georgia
$9K – – –
SIS
793
Sound Income Strategies
Florida
$9K – – –
WPA
794
West Paces Advisors
Georgia
$8.43K – – –
PWMG
795
Prestige Wealth Management Group
New Jersey
$8K -$146 -1 -2%
ZB
796
Zions Bancorporation
Utah
$8K +$1.02K +7 +14%
IFAM
797
Institutional & Family Asset Management
Colorado
$7K – – –
VCM
798
Versant Capital Management
Arizona
$7K – – –
SWA
799
SOA Wealth Advisors
New York
$7K +$4.1K +28 +117%
ATC
800
Adirondack Trust Company
New York
$7K +$7.32K +50 New
30 31
32
33 34

DGX Hedge Fund Activity: Q3 2021 in Review

837 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2021, worth a combined $15.9B — up 6.1% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DGX positions and 59 closed out — a net gain of 34 holders — while 293 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Nordea Investment Management, cutting an estimated $290M.

  • 837 institutional investors held Quest Diagnostics (DGX) as of Q3 2021, up from 814 in Q2 2021.
  • Funds reported $15.9B of Quest Diagnostics stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 93 funds opened new Quest Diagnostics positions in Q3 2021 and 59 closed out, a net change of +34 holders.
  • The largest Quest Diagnostics buyer in Q3 2021 was BlackRock, an estimated $118M added.
  • The largest Quest Diagnostics seller in Q3 2021 was Nordea Investment Management, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2021.