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Quest Diagnostics
DGX

819 hedge funds and large institutions have $14B invested in Quest Diagnostics in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 257 increasing their positions, 316 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $96.5M | Put options by funds: $24.7M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.87% less ownership

Funds ownership: 89.8% → 88.92% (-0.87%)

1% less capital invested

Capital invested by funds: $14.2B → $14B (-$169M)

2% less funds holding

Funds holding: 834 → 819 (-15)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 316

Holders
819
Holders Change
-15
Holders Change %
-1.8%
% of All Funds
12.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
70
Increased
257
Reduced
316
Closed
83
Calls
$96.5M
Puts
$24.7M
Net Calls
+$71.8M
Net Calls Change
+$37M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$190M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$93.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$73M
4
American Century Companies
American Century Companies
Missouri
+$60.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$50.4M

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$82.3M
2
Amundi
Amundi
France
-$77.7M
3
Norges Bank
Norges Bank
Norway
-$46.2M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$45.6M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$38.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
776
Key Financial Inc
Pennsylvania
$4.22K – – –
MCM
777
Manchester Capital Management
Vermont
$3.65K +$2.07K +15 +136%
TFM
778
TFC Financial Management
Massachusetts
$3.51K -$276 -2 -7%
FCA
779
FinTrust Capital Advisors
South Carolina
$3.44K – – –
CWC
780
Carolinas Wealth Consulting
North Carolina
$3.23K – – –
IFAM
781
Institutional & Family Asset Management
Colorado
$3.09K – – –
KFS
782
Kelly Financial Services
Massachusetts
$3.09K – – –
SCA
783
Stonebridge Capital Advisors
Minnesota
$2.95K – – –
BSB
784
Bangor Savings Bank
Maine
$2.81K – – –
GI
785
Gradient Investments
Minnesota
$2.81K +$965 +7 +54%
TWC
786
TD Waterhouse Canada
Ontario, Canada
$2.36K -$2.34K -17 -50%
JFA
787
JNBA Financial Advisors
Minnesota
$2.11K – – –
MCA
788
Maryland Capital Advisors
Maryland
$2.11K +$2.07K +15 New
NFSG
789
Newbridge Financial Services Group
Florida
$2.05K – – –
BWM
790
Baystate Wealth Management
Massachusetts
$2.01K – – –
KFP
791
KB Financial Partners
New Jersey
$2K – – –
DI
792
Disciplined Investments
Oklahoma
$1.83K -$689 -5 -28%
BWAM
793
Boyd Watterson Asset Management
Ohio
$1.83K – – –
CWA
794
Clearview Wealth Advisors
Oregon
$1.83K +$1.79K +13 New
SWA
795
Sutton Wealth Advisors
Florida
$1.69K – – –
AP
796
Arlington Partners
Alabama
$1.55K – – –
TAM
797
Tucker Asset Management
Colorado
$1.55K – – –
CFD
798
Creative Financial Designs
Indiana
$1.41K -$45.6K -331 -97%
SIC
799
SJS Investment Consulting
Ohio
$1.41K -$689 -5 -33%
BCMLT
800
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.26K – – –
30 31
32
33 34

DGX Hedge Fund Activity: Q2 2023 in Review

819 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2023, worth a combined $14B — down 1.2% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of DGX and 70 opened new positions — a net loss of 13 holders — while 316 trimmed existing stakes and 257 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $190M. The largest seller was Pacer Advisors, cutting an estimated $82.3M.

  • 819 institutional investors held Quest Diagnostics (DGX) as of Q2 2023, down from 834 in Q1 2023.
  • Funds reported $14B of Quest Diagnostics stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 70 funds opened new Quest Diagnostics positions in Q2 2023 and 83 closed out, a net change of -13 holders.
  • The largest Quest Diagnostics buyer in Q2 2023 was T. Rowe Price Associates, an estimated $190M added.
  • The largest Quest Diagnostics seller in Q2 2023 was Pacer Advisors, an estimated $82.3M sold.

Based on aggregated 13F filings for Q2 2023.