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Quest Diagnostics
DGX

851 hedge funds and large institutions have $13.7B invested in Quest Diagnostics in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 314 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $104M | Put options by funds: $57.5M

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

0.22% more ownership

Funds ownership: 88.1% → 88.32% (+0.22%)

0% more funds holding

Funds holding: 851 → 851 (0)

4% less capital invested

Capital invested by funds: $14.3B → $13.7B (-$630M)

13% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 314

Holders
851
Holders Change
–
Holders Change %
0%
% of All Funds
14.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
83
Increased
272
Reduced
314
Closed
71
Calls
$104M
Puts
$57.5M
Net Calls
+$46.1M
Net Calls Change
+$46.1M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
2
BlackRock
BlackRock
New York
+$86.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$78.1M
4
Morgan Stanley
Morgan Stanley
New York
+$56.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$49.9M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$225M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$163M
3
Bank of America
Bank of America
North Carolina
-$82.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$38.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$31.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
826
Financial Gravity Asset Management
Texas
$2.81K -$35K -257 -6%
SWA
827
Sutton Wealth Advisors
Florida
$2.53K +$1.23K +9 +90%
DI
828
Disciplined Investments
Oklahoma
$2K -$136 -1 -5%
BWM
829
Baystate Wealth Management
Massachusetts
$2K – – –
CWC
830
Carolinas Wealth Consulting
North Carolina
$2K – – –
JFA
831
JNBA Financial Advisors
Minnesota
$2K – – –
KFP
832
KB Financial Partners
New Jersey
$2K – – –
NFSG
833
Newbridge Financial Services Group
Florida
$2K – – –
GKIM
834
GW&K Investment Management
Massachusetts
$2K +$818 +6 +75%
TAM
835
Tucker Asset Management
Colorado
$1.46K – – –
LTI
836
Laffer Tengler Investments
Tennessee
$1.33K – – –
MFT
837
Moisand Fitzgerald Tamayo
Florida
$1K -$954 -7 -47%
BCMLT
838
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
CCA
839
Column Capital Advisors
Indiana
$1K – – –
FF
840
FourThought Financial
Florida
$1K – – –
MA
841
MCF Advisors
Kentucky
$1K – – –
SC
842
Solstein Capital
California
$1K – – –
S
843
Surevest
California
$1K – – –
UFF
844
USA Financial Formulas
Michigan
$1K – – –
BEI
845
Benjamin Edwards Inc
Missouri
$1K +$1.09K +8 New
CFD
846
Creative Financial Designs
Indiana
$1K +$1.36K +10 New
QC
847
Quent Capital
New York
$1K +$1.36K +10 New
FSWA
848
Financial Synergies Wealth Advisors
Texas
$266 +$273 +2 New
IAIM
849
International Assets Investment Management
Florida
$222 -$954 -7 -0.4%
WA
850
WestEnd Advisors
North Carolina
$132 +$136 +1 New
32 33
34
35 36

DGX Hedge Fund Activity: Q2 2022 in Review

851 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2022, worth a combined $13.7B — down 4.4% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DGX positions and 71 closed out — a net gain of 12 holders — while 272 added to existing stakes and 314 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $130M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $225M sold.

  • 851 institutional investors held Quest Diagnostics (DGX) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $13.7B of Quest Diagnostics stock for Q2 2022, down 4.4% quarter-over-quarter.
  • 83 funds opened new Quest Diagnostics positions in Q2 2022 and 71 closed out, a net change of +12 holders.
  • The largest Quest Diagnostics buyer in Q2 2022 was T. Rowe Price Associates, an estimated $130M added.
  • The largest Quest Diagnostics seller in Q2 2022 was Fiduciary Management Inc, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2022.