We are live on ! Find out more
DGX icon

Quest Diagnostics
DGX

714 hedge funds and large institutions have $9.91B invested in Quest Diagnostics in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 243 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $77.9M | Put options by funds: $54.1M

11% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 100

4.14% more ownership

Funds ownership: 88.94% → 93.08% (+4.1%)

5% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 243

0% more funds holding

Funds holding: 711 → 714 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

22% less capital invested

Capital invested by funds: $12.8B → $9.91B (-$2.87B)

Holders
714
Holders Change
+3
Holders Change %
+0.42%
% of All Funds
15.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
111
Increased
256
Reduced
243
Closed
100
Calls
$77.9M
Puts
$54.1M
Net Calls
+$23.8M
Net Calls Change
+$8.59M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$314M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$142M
3
SI
Scharf Investments
California
+$73.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$70.3M
5
EIP
Easterly Investment Partners
Massachusetts
+$42.4M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$212M
2
MWNA
Marshall Wace North America
New York
-$110M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52.4M
4
Fidelity International
Fidelity International
Bermuda
-$46.9M
5
Goldman Sachs
Goldman Sachs
New York
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
801
Ranch Capital Advisors
Florida
– -$4K -34 Closed
TRCT
802
Tower Research Capital (TRC)
New York
– -$3K -30 Closed
SQA
803
Simon Quick Advisors
New Jersey
– -$3K -26 Closed
ACM
804
Allred Capital Management
Texas
– -$2.67K -25 Closed
JIR
805
James Investment Research
Ohio
– -$2K -19 Closed
Kayne Anderson Rudnick Investment Management
806
Kayne Anderson Rudnick Investment Management
California
– -$2K -17 Closed
BBHC
807
Brown Brothers Harriman & Co
New York
– -$1.45K -14 -74%
FPFS
808
First Personal Financial Services
North Carolina
– -$1K -8 Closed
TFA
809
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
AF
810
Allworth Financial
California
– +$207 +2 New
JFGIW
811
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– +$207 +2 New
CAN
812
Claraphi Advisory Network
United States
– +$414 +4 New
PCTC
813
Perkins Coie Trust Company
Washington
– +$518 +5 New
29 30 31 32
33

DGX Hedge Fund Activity: Q1 2020 in Review

714 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2020, worth a combined $9.91B — down 22% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new DGX positions and 100 closed out — a net gain of 11 holders — while 256 added to existing stakes and 243 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $314M. The largest seller was Boston Partners, exiting entirely with an estimated $212M sold.

  • 714 institutional investors held Quest Diagnostics (DGX) as of Q1 2020, up from 711 in Q4 2019.
  • Funds reported $9.91B of Quest Diagnostics stock for Q1 2020, down 22% quarter-over-quarter.
  • 111 funds opened new Quest Diagnostics positions in Q1 2020 and 100 closed out, a net change of +11 holders.
  • The largest Quest Diagnostics buyer in Q1 2020 was Victory Capital Management, an estimated $314M added.
  • The largest Quest Diagnostics seller in Q1 2020 was Boston Partners, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2020.