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Quest Diagnostics

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: 12 (+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: 794826 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$14.1M -$6.14M -46,725 -31%
SIC
102
Schwartz Investment Counsel
Michigan
$13.2M
ECM
103
ExodusPoint Capital Management
New York
$12.9M +$7.93M +60,309 +181%
UBV
104
United Bank (Virginia)
Virginia
$12.6M -$729K -5,543 -6%
SW
105
SVB Wealth
Massachusetts
$12.6M -$3.82M -29,087 -24%
IP
106
Isthmus Partners
Wisconsin
$12.4M +$11.8M +90,131 New
IIM
107
INTECH Investment Management
Florida
$12.2M +$1.49M +11,306 +15%
AAB
108
ABN AMRO Bank
Netherlands
$12.2M -$74.9K -570 -0.6%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$12.1M -$510K -3,879 -4%
BGIM
110
Brandywine Global Investment Management
Pennsylvania
$11.8M -$22.1M -168,263 -66%
Prudential Financial
111
Prudential Financial
New Jersey
$11.5M -$2.58M -19,658 -19%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$11.3M -$347K -2,639 -3%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$11.2M -$132K -1,004 -1%
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$11.2M -$3.73M -28,408 -26%
Squarepoint
115
Squarepoint
New York
$11.2M -$10.4M -79,023 -49%
FCI
116
Financial Counselors Inc
Kansas
$11.2M -$136K -1,033 -1%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$11.1M +$3.4M +25,847 +47%
CI
118
Cambiar Investors
Colorado
$10.9M +$468K +3,561 +5%
EWA
119
Exencial Wealth Advisors
Oklahoma
$10.4M +$370K +2,814 +4%
KBC Group
120
KBC Group
Belgium
$10.2M -$1.14M -8,691 -10%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$10.2M -$9.6M -73,036 -50%
BF
122
BOK Financial
Oklahoma
$9.91M -$1.59M -12,074 -14%
SIA
123
Sit Investment Associates
Minnesota
$9.75M -$1.54M -11,685 -14%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.69M +$2.19M +16,647 +31%
Nomura Asset Management
125
Nomura Asset Management
Japan
$9.66M +$397K +3,023 +5%

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.