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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
ESCM
851
Echo Street Capital Management
New York
– -$373K -3,057 Closed
Voloridge Investment Management
852
Voloridge Investment Management
Florida
– -$347K -2,846 Closed
BS
853
Bessemer Securities
New York
– -$338K -2,777 Closed
EFI
854
EHP Funds Inc
Canada
– -$317K -2,600 Closed
KCM
855
Kendall Capital Management
Maryland
– -$313K -2,570 Closed
MMA
856
Miracle Mile Advisors
California
– -$266K -2,181 Closed
SF
857
Synovus Financial
Georgia
– -$253K -2,079 Closed
BCM
858
Bienville Capital Management
New York
– -$244K -2,000 Closed
BCAM
859
Boston Common Asset Management
Massachusetts
– -$243K -1,995 Closed
IGAM
860
iA Global Asset Management
Quebec, Canada
– -$243K -1,990 Closed
CCWM
861
Cassaday & Co Wealth Management
Virginia
– -$237K -1,948 Closed
CA
862
Claro Advisors
Massachusetts
– -$236K -1,938 Closed
SCM
863
Stevens Capital Management
Pennsylvania
– -$221K -1,810 Closed
CANY
864
Caxton Associates (New York)
New York
– -$216K -1,773 Closed
JFL
865
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$211K -1,735 Closed
MA
866
Mutual Advisors
Nebraska
– -$202K -1,656 Closed
BG
867
Bellevue Group
Switzerland
– -$161K -1,324 Closed
SIM
868
Sentry Investment Management
Wisconsin
– -$79K -646 Closed
TWC
869
TD Waterhouse Canada
Ontario, Canada
– -$52.3K -321 Closed
HL
870
HeadInvest LLC
Maine
– -$36.3K -300 Closed
CSPIA
871
Cary Street Partners Investment Advisory
Virginia
– -$36.2K -297 Closed
HIIFS
872
Harel Insurance Investments & Financial Services
Israel
– -$27K -217 Closed
HT
873
Headlands Technologies
Illinois
– -$18.6K -153 Closed
TH
874
TCTC Holdings
Texas
– -$18K -148 Closed
FRA
875
Front Row Advisors
California
– -$16.5K -135 Closed
32 33 34
35
36

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.