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Quest Diagnostics

879 hedge funds and large institutions have $15.2B invested in Quest Diagnostics in 2022 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 309 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 50

79% more call options, than puts

Call options by funds: $143M | Put options by funds: $80.1M

21% more capital invested

Capital invested by funds: $12.6B → $15.2B (+$2.6B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 808879 (+71)

1.55% less ownership

Funds ownership: 88.52%86.97% (-1.6%)

10% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 309

Holders
879
Holders Change
+71
Holders Change %
+8.79%
% of All Funds
14.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
136
Increased
277
Reduced
309
Closed
50
Calls
$143M
Puts
$80.1M
Net Calls
+$63M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
801
Bogart Wealth LLC
Virginia
$15.7K
BCPWM
802
Bradley & Co Private Wealth Management
Florida
$15.6K
DAC
803
Dividend Assets Capital
South Carolina
$15K
KTC
804
Kistler-Tiffany Companies
Pennsylvania
$14.7K
JWM
805
Janiczek Wealth Management
Colorado
$14.4K +$144 +1 +1%
DIP
806
DT Investment Partners
Pennsylvania
$14.1K
Fuller & Thaler Asset Management
807
Fuller & Thaler Asset Management
California
$13K +$12.2K +85 New
OC
808
Oakworth Capital
Alabama
$13K
ZB
809
Zions Bancorporation
Utah
$12.8K -$287 -2 -2%
CHA
810
Carmichael Hill & Associates
Maryland
$12.8K
JWA
811
JFS Wealth Advisors
Pennsylvania
$12.2K +$1.44K +10 +15%
TSWM
812
Tyler-Stone Wealth Management
Ohio
$12K
BA
813
Bellwether Advisors
Nebraska
$11.7K
HIA
814
Harbor Investment Advisory
Maryland
$11.4K
HWMA
815
Heritage Wealth Management (Arizona)
Arizona
$11.3K +$5.17K +36 +100%
BEI
816
Benjamin Edwards Inc
Missouri
$11K +$2.16K +15 +26%
SIS
817
Sound Income Strategies
Florida
$10.2K
BAAM
818
Baker Avenue Asset Management
California
$10.2K +$9.34K +65 New
TWA
819
TCI Wealth Advisors
Arizona
$9.7K +$2.01K +14 +29%
EARNEST Partners
820
EARNEST Partners
Georgia
$9.54K
WPA
821
West Paces Advisors
Georgia
$9.07K
PB
822
Pinnacle Bancorp
Nebraska
$9K
SC
823
Schubert & Co
Texas
$8.76K +$2.44K +17 +44%
AAG
824
Armstrong Advisory Group
Massachusetts
$8.45K +$7.76K +54 New
CWP
825
Concord Wealth Partners
Virginia
$8.13K +$7.47K +52 New

DGX Hedge Fund Activity: Q4 2022 in Review

879 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2022, worth a combined $15.2B — up 21% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new DGX positions and 50 closed out — a net gain of 86 holders — while 277 added to existing stakes and 309 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $76.3M. The largest seller was Bank of America, cutting an estimated $209M.

  • 879 institutional investors held Quest Diagnostics (DGX) as of Q4 2022, up from 808 in Q3 2022.
  • Funds reported $15.2B of Quest Diagnostics stock for Q4 2022, up 21% quarter-over-quarter.
  • 136 funds opened new Quest Diagnostics positions in Q4 2022 and 50 closed out, a net change of +86 holders.
  • The largest Quest Diagnostics buyer in Q4 2022 was Point72 Asset Management, an estimated $76.3M added.
  • The largest Quest Diagnostics seller in Q4 2022 was Bank of America, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.