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Quest Diagnostics
DGX

535 hedge funds and large institutions have $9.43B invested in Quest Diagnostics in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 170 increasing their positions, 204 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $66.2M | Put options by funds: $27.5M

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

16% more capital invested

Capital invested by funds: $8.13B → $9.43B (+$1.3B)

0.34% more ownership

Funds ownership: 92.24% → 92.58% (+0.34%)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

1% less funds holding

Funds holding: 540 → 535 (-5)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 204

Holders
535
Holders Change
-5
Holders Change %
-0.93%
% of All Funds
14.03%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
61
Increased
170
Reduced
204
Closed
61
Calls
$66.2M
Puts
$27.5M
Net Calls
+$38.6M
Net Calls Change
+$9.84M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$231M
2
Bessemer Group
Bessemer Group
New Jersey
+$116M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$79.9M
4
Goldman Sachs
Goldman Sachs
New York
+$45.6M
5
HM
HealthCor Management
New York
+$35.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$218M
2
Boston Partners
Boston Partners
Massachusetts
-$82.5M
3
DSA
Davis Selected Advisers
Arizona
-$41.2M
4
UBS AM
UBS AM
Illinois
-$33.4M
5
SOMRS
State of Michigan Retirement System
Michigan
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity International
76
Fidelity International
Bermuda
$18.9M -$10.1M -149,691 -36%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$18.6M +$8.88M +132,133 +102%
BCM
78
Bridgeway Capital Management
Texas
$18.3M – – –
Federated Hermes
79
Federated Hermes
Pennsylvania
$18.2M +$246K +3,654 +1%
Morgan Stanley
80
Morgan Stanley
New York
$17.7M -$20M -297,610 -54%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$17.2M -$3.57M -53,080 -18%
GIA
82
Gateway Investment Advisers
Ohio
$17M +$3.74M +55,629 +30%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$17M -$1.28K -19 -0%
PCM
84
Polaris Capital Management
Massachusetts
$17M +$2.74M +40,714 +21%
Principal Financial Group
85
Principal Financial Group
Iowa
$16.6M +$49.8K +740 +0.3%
HJGA
86
Hardman Johnston Global Advisors
Connecticut
$16.5M -$106K -1,580 -0.7%
CS
87
Credit Suisse
Switzerland
$16.4M -$782K -11,632 -5%
Invesco
88
Invesco
Georgia
$16.2M -$1.4M -20,805 -8%
AAMU
89
Amundi Asset Management US
Massachusetts
$15.7M +$243K +3,609 +2%
TAM
90
Tocqueville Asset Management
New York
$15.6M +$1.42M +21,085 +11%
PI
91
PGGM Investments
Netherlands
$15M -$413K -6,145 -3%
UBS Group
92
UBS Group
Switzerland
$15M +$5.36M +79,725 +61%
MTB
93
Mizuho Trust & Banking
Japan
$15M +$177K +2,626 +1%
RC
94
Randolph Company
Ohio
$14.5M -$1.68K -25 -0%
Prudential Financial
95
Prudential Financial
New Jersey
$14.4M -$854K -12,700 -6%
CC
96
Carlson Capital
Texas
$14.4M +$13.6M +202,400 New
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$14.4M -$59.8K -889 -0.4%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$14.2M +$3.47M +51,673 +35%
BJ
99
BlackRock Japan
Japan
$14M -$678K -10,088 -5%
KG
100
Killen Group
Pennsylvania
$13.7M -$6.6M -98,130 -34%
2 3
4
5 6

DGX Hedge Fund Activity: Q4 2015 in Review

535 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2015, worth a combined $9.43B — up 16% from $8.13B a quarter earlier.

Fund positioning in DGX was balanced in Q4 2015: 61 funds opened new positions, 61 closed out, 170 added to existing stakes and 204 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $231M. The largest seller was Capital International Investors, cutting an estimated $218M.

  • 535 institutional investors held Quest Diagnostics (DGX) as of Q4 2015, down from 540 in Q3 2015.
  • Funds reported $9.43B of Quest Diagnostics stock for Q4 2015, up 16% quarter-over-quarter.
  • 61 funds opened new Quest Diagnostics positions in Q4 2015 and 61 closed out, a net change of 0 holders.
  • The largest Quest Diagnostics buyer in Q4 2015 was Allianz Asset Management, an estimated $231M added.
  • The largest Quest Diagnostics seller in Q4 2015 was Capital International Investors, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2015.