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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
SCA
851
Stonebridge Capital Advisors
Minnesota
$3.29K
DI
852
Disciplined Investments
Oklahoma
$3.29K +$719 +5 +31%
JFA
853
JNBA Financial Advisors
Minnesota
$2.35K
TWP
854
TFO Wealth Partners
Ohio
$2.28K +$2.3K +16 New
NFSG
855
Newbridge Financial Services Group
Florida
$2.26K
AWM
856
Abound Wealth Management
Tennessee
$2.19K
GI
857
Gradient Investments
Minnesota
$2.19K -$7.9K -55 -80%
BWAM
858
Boyd Watterson Asset Management
Ohio
$2.03K +$1.87K +13 New
BWM
859
Baystate Wealth Management
Massachusetts
$2K
KFP
860
KB Financial Partners
New Jersey
$2K
SFG
861
Steward Financial Group
Texas
$2K +$2.16K +15 New
SWA
862
Sutton Wealth Advisors
Florida
$1.88K -$1.15K -8 -40%
TAM
863
Tucker Asset Management
Colorado
$1.73K
LSA
864
Lansing Street Advisors
Pennsylvania
$1.72K +$1.58K +11 New
QC
865
Quent Capital
New York
$1.58K -$1.72K -12 -55%
CFD
866
Creative Financial Designs
Indiana
$1.56K
MYAM
867
Meiji Yasuda Asset Management
Japan
$1.46K +$1.44K +10 +0.1%
BCMLT
868
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.41K
SC
869
Solstein Capital
California
$1.41K
MSCM
870
McElhenny Sheffield Capital Management
Texas
$1.41K +$1.29K +9 New
MPCL
871
My Personal CFO LLC
Washington
$1.25K +$1.15K +8 New
NSIM
872
North Star Investment Management
Illinois
$939 +$862 +6 New
CCA
873
Column Capital Advisors
Indiana
$782
CFB
874
Cullen/Frost Bankers
Texas
$782
MA
875
MCF Advisors
Kentucky
$782

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.