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Quest Diagnostics
DGX

826 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $176M | Put options by funds: $78.3M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

14% more capital invested

Capital invested by funds: $12B → $13.7B (+$1.7B)

4% more funds holding

Funds holding: 794 → 826 (+32)

0.8% more ownership

Funds ownership: 87.73% → 88.54% (+0.8%)

23% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 330

Holders
826
Holders Change
+32
Holders Change %
+4.03%
% of All Funds
12.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
108
Increased
253
Reduced
330
Closed
64
Calls
$176M
Puts
$78.3M
Net Calls
+$97.7M
Net Calls Change
+$5.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$276M
2
DSA
Davis Selected Advisers
Arizona
+$131M
3
NI
Nuance Investments
Missouri
+$79.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$49.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$106M
2
LSV Asset Management
LSV Asset Management
Illinois
-$79.6M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
-$53.8M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$50.7M
5
UBS AM
UBS AM
Illinois
-$34.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
801
DiNuzzo Private Wealth
Pennsylvania
$2.07K +$1.97K +15 New
BWM
802
Baystate Wealth Management
Massachusetts
$1.98K – – –
GI
803
Gradient Investments
Minnesota
$1.93K -$789 -6 -30%
BWAM
804
Boyd Watterson Asset Management
Ohio
$1.79K – – –
AP
805
Aspect Partners
Virginia
$1.66K +$1.58K +12 New
FGAM
806
Financial Gravity Asset Management
Texas
$1.61K +$657 +5 +100%
SIC
807
SJS Investment Consulting
Ohio
$1.52K -$394 -3 -21%
AT
808
Arlington Trust
Alabama
$1.52K – – –
TAM
809
Tucker Asset Management
Colorado
$1.52K – – –
VWA
810
Valued Wealth Advisors
Utah
$1.34K +$1.45K +11 New
JGIA
811
Jackson Grant Investment Advisers
Connecticut
$1.24K – – –
SC
812
Solstein Capital
California
$1.24K – – –
BCMLT
813
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.1K – – –
CJ
814
Caitlin John
Michigan
$984 +$920 +7 New
CAS
815
Coppell Advisory Solutions
Texas
$689 +$657 +5 New
AWM
816
Avior Wealth Management
Nebraska
$551 – – –
TWP
817
TFO Wealth Partners
Ohio
$414 – – –
TWD
818
True Wealth Design
Ohio
$414 – – –
PA
819
Pineridge Advisors
Missouri
$414 +$394 +3 New
FSWA
820
Financial Synergies Wealth Advisors
Texas
$313 +$263 +2 New
TCOV
821
Trust Company of Vermont
Vermont
$276 -$5.65K -43 -96%
MIM
822
Macroview Investment Management
Maryland
$276 – – –
WA
823
WestEnd Advisors
North Carolina
$276 – – –
RCM
824
Raleigh Capital Management
North Carolina
$138 -$4.34K -33 -97%
GWMIA
825
Global Wealth Management Investment Advisory
Florida
$126 – – –
31 32
33
34 35

DGX Hedge Fund Activity: Q4 2023 in Review

826 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2023, worth a combined $13.7B — up 14% from $12B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DGX positions and 64 closed out — a net gain of 44 holders — while 253 added to existing stakes and 330 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $106M.

  • 826 institutional investors held Quest Diagnostics (DGX) as of Q4 2023, up from 794 in Q3 2023.
  • Funds reported $13.7B of Quest Diagnostics stock for Q4 2023, up 14% quarter-over-quarter.
  • 108 funds opened new Quest Diagnostics positions in Q4 2023 and 64 closed out, a net change of +44 holders.
  • The largest Quest Diagnostics buyer in Q4 2023 was Morgan Stanley, an estimated $276M added.
  • The largest Quest Diagnostics seller in Q4 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.