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Quest Diagnostics
DGX

905 hedge funds and large institutions have $18B invested in Quest Diagnostics in 2021 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 275 increasing their positions, 327 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

133% more call options, than puts

Call options by funds: $177M | Put options by funds: $76.3M

120% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 69

14% more capital invested

Capital invested by funds: $15.9B → $18B (+$2.17B)

8% more funds holding

Funds holding: 837 → 905 (+68)

4.03% less ownership

Funds ownership: 89.64% → 85.62% (-4%)

16% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 327

Holders
905
Holders Change
+68
Holders Change %
+8.12%
% of All Funds
13.93%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
152
Increased
275
Reduced
327
Closed
69
Calls
$177M
Puts
$76.3M
Net Calls
+$101M
Net Calls Change
+$98M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$88.1M
2
AssetMark Inc
AssetMark Inc
California
+$60.7M
3
Renaissance Technologies
Renaissance Technologies
New York
+$53.3M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$39.4M
5
N
Natixis
France
+$31M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$197M
2
FMI
Fiduciary Management Inc
Wisconsin
-$152M
3
DSA
Davis Selected Advisers
Arizona
-$112M
4
Goldman Sachs
Goldman Sachs
New York
-$104M
5
American Century Companies
American Century Companies
Missouri
-$98.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Optiver Holding
876
Optiver Holding
Netherlands
$4K – – –
SCA
877
Stonebridge Capital Advisors
Minnesota
$4K – – –
TFM
878
TFC Financial Management
Massachusetts
$4K – – –
JWA
879
JFS Wealth Advisors
Pennsylvania
$4K +$3.96K +26 New
KFS
880
Kelly Financial Services
Massachusetts
$3.81K – – –
CWC
881
Carolinas Wealth Consulting
North Carolina
$3K – – –
FMP
882
Financial Management Professionals
Texas
$3K – – –
JFA
883
JNBA Financial Advisors
Minnesota
$3K – – –
SC
884
Schubert & Co
Texas
$3K +$2.74K +18 New
LSA
885
Leonteq Securities AG
Switzerland
$2.6K -$52.6K -346 -96%
SC
886
Solstein Capital
California
$2K -$158K -1,040 -99%
PPWM
887
PFG Private Wealth Management
Florida
$2K -$89.3K -587 -98%
BWM
888
Baystate Wealth Management
Massachusetts
$2K – – –
FF
889
FourThought Financial
Florida
$2K – – –
LF
890
Lee Financial
Texas
$2K – – –
NFSG
891
Newbridge Financial Services Group
Florida
$2K – – –
KFP
892
KB Financial Partners
New Jersey
$2K +$2.13K +14 New
LTI
893
Laffer Tengler Investments
Tennessee
$1.73K – – –
SWA
894
Sutton Wealth Advisors
Florida
$1.73K – – –
CCA
895
Column Capital Advisors
Indiana
$1K -$1.06K -7 -54%
MCM
896
Manchester Capital Management
Vermont
$1K -$609 -4 -36%
TSW
897
Thompson Siegel & Walmsley
Virginia
$1K – – –
CSWM
898
Cassady Schiller Wealth Management
Ohio
$1K +$456 +3 New
S
899
Surevest
California
$1K +$761 +5 New
RK
900
Rather & Kittrell
Tennessee
$1K +$1.52K +10 New
34 35
36
37 38

DGX Hedge Fund Activity: Q4 2021 in Review

905 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2021, worth a combined $18B — up 14% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new DGX positions and 69 closed out — a net gain of 83 holders — while 275 added to existing stakes and 327 trimmed.

The largest buyer was Invesco, adding an estimated $88.1M. The largest seller was First Trust Advisors, cutting an estimated $197M.

  • 905 institutional investors held Quest Diagnostics (DGX) as of Q4 2021, up from 837 in Q3 2021.
  • Funds reported $18B of Quest Diagnostics stock for Q4 2021, up 14% quarter-over-quarter.
  • 152 funds opened new Quest Diagnostics positions in Q4 2021 and 69 closed out, a net change of +83 holders.
  • The largest Quest Diagnostics buyer in Q4 2021 was Invesco, an estimated $88.1M added.
  • The largest Quest Diagnostics seller in Q4 2021 was First Trust Advisors, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2021.