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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
RJA
126
Raymond James & Associates
Florida
$13.1M +$663K +4,615 +6%
SLAM
127
Swiss Life Asset Management
$12.4M +$704K +4,901 +7%
Calamos Advisors
128
Calamos Advisors
Illinois
$11.6M -$1.88M -13,104 -15%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$11.4M +$2.27M +15,784 +28%
TAM
130
Trillium Asset Management
Massachusetts
$11.4M -$173K -1,206 -2%
Franklin Resources
131
Franklin Resources
California
$11.4M -$45M -312,874 -81%
BF
132
BOK Financial
Oklahoma
$11.3M +$334K +2,325 +3%
AWCI
133
Alpine Woods Capital Investors
New York
$11M +$43K +299 +0.4%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.9M -$332K -2,309 -3%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$10.7M -$1.03M -7,163 -9%
HW
136
Hancock Whitney
Mississippi
$10.7M +$7.57M +52,691 +330%
CIP
137
Chartwell Investment Partners
Pennsylvania
$10.6M -$2.48M -17,276 -20%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$10.4M +$9.1M +63,342 +1,945%
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$10.3M
Swedbank
140
Swedbank
Sweden
$10.2M -$15.4M -107,349 -62%
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$10.2M -$1.07M -7,430 -10%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$10.1M -$237K -1,647 -2%
BTW
143
Boston Trust Walden
Massachusetts
$9.95M +$2.25M +15,675 +33%
FAF
144
Första AP-fonden
Sweden
$9.89M +$331K +2,300 +4%
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$9.84M +$3.1M +21,562 +52%
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$9.81M +$77.6K +540 +0.9%
TAIM
147
Te Ahumairangi Investment Management
New Zealand
$9.67M -$1.79M -12,435 -17%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$9.36M +$559K +3,892 +7%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$9.25M +$1.18M +8,215 +16%
ACM
150
Advisors Capital Management
New Jersey
$9.03M -$164K -1,140 -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.