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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
Stifel Financial
101
Stifel Financial
Missouri
$19.3M -$1.85M -12,876 -9%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19M +$194K +1,351 +1%
CGH
103
Crossmark Global Holdings
Texas
$18.7M +$59.8K +416 +0.3%
N
104
Natixis
France
$18.6M +$6.97M +48,501 +69%
BCAM
105
Boston Common Asset Management
Massachusetts
$18.2M +$16.7M +116,092 New
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$18.1M +$13.9M +97,000 +516%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$17.7M -$2.93M -20,363 -15%
Prudential Financial
108
Prudential Financial
New Jersey
$17.5M -$736K -5,120 -4%
Marshall Wace
109
Marshall Wace
United Kingdom
$17.2M +$12.4M +86,337 +361%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$17.1M +$1.92M +13,344 +14%
IHAM
111
Integral Health Asset Management
New York
$15.6M +$14.4M +100,000 New
JWM
112
JGP Wealth Management
Oregon
$15.6M +$335K +2,331 +2%
SIC
113
Schwartz Investment Counsel
Michigan
$15M
UBV
114
United Bank (Virginia)
Virginia
$15M +$384K +2,670 +3%
CS
115
Candriam SCA
Luxembourg
$14.9M +$789K +5,489 +6%
HA
116
Heartland Advisors
Wisconsin
$14.9M +$1.53M +10,650 +13%
DnB Asset Management
117
DnB Asset Management
Norway
$14.8M -$317K -2,203 -2%
PAM
118
Panagora Asset Management
Massachusetts
$14.8M +$37.5K +261 +0.3%
GC
119
Guggenheim Capital
Illinois
$14.6M -$533K -3,708 -4%
Millennium Management
120
Millennium Management
New York
$14.3M -$11.3M -78,359 -46%
BAMF
121
BI Asset Management Fondsmaeglerselskab
Denmark
$14M +$12.9M +89,576 New
Mitsubishi UFJ Asset Management
122
Mitsubishi UFJ Asset Management
Japan
$13.5M +$894K +6,224 +8%
FCI
123
Financial Counselors Inc
Kansas
$13.4M +$29.5K +205 +0.2%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$13.4M -$1.87M -13,038 -13%
FFBTD
125
First Financial Bank - Trust Division
Ohio
$13.1M -$301K -2,092 -2%

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.