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Quest Diagnostics

817 hedge funds and large institutions have $14.8B invested in Quest Diagnostics in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 282 increasing their positions, 290 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 81

14% more call options, than puts

Call options by funds: $60.7M | Put options by funds: $53.4M

5% more capital invested

Capital invested by funds: $14B → $14.8B (+$759M)

1% more funds holding

Funds holding: 811817 (+6)

0.12% more ownership

Funds ownership: 86.69%86.81% (+0.12%)

3% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 290

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
817
Holders Change
+6
Holders Change %
+0.74%
% of All Funds
14.35%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
94
Increased
282
Reduced
290
Closed
81
Calls
$60.7M
Puts
$53.4M
Net Calls
+$7.31M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$8.3M +$1.34M +10,854 +20%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$8.13M -$939K -7,623 -11%
BA
153
Bridgewater Associates
Connecticut
$7.98M -$686K -5,567 -8%
OCM
154
Olstein Capital Management
New York
$7.96M +$2.71M +22,000 +55%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$7.9M +$5.66M +45,950 +294%
SLAM
156
Swiss Life Asset Management
$7.82M +$747K +6,065 +11%
CCT
157
Country Club Trust
Missouri
$7.76M -$64.6K -524 -0.9%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$7.67M +$5.01M +40,652 +213%
LS
159
Livforsakringsbolaget Skandia
Sweden
$7.51M +$1.1M +8,900 +18%
ACI
160
AMP Capital Investors
Australia
$7.45M -$2.86M -23,198 -29%
OC
161
Oppenheimer & Co
New York
$7.21M +$6.78K +55 +0.1%
VOYA Investment Management
162
VOYA Investment Management
Georgia
$7.19M -$219K -1,778 -3%
AAM
163
Advisors Asset Management
Colorado
$7.14M +$712K +5,782 +12%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$7.13M -$89.8K -729 -1%
ACM
165
Advisors Capital Management
New Jersey
$7.07M +$1.07M +8,720 +19%
Tudor Investment Corp
166
Tudor Investment Corp
Connecticut
$6.88M -$1.8M -14,613 -21%
LPL Financial
167
LPL Financial
California
$6.83M -$304K -2,465 -4%
MNG
168
Manning & Napier Group
New York
$6.8M +$86.6K +703 +1%
TFA
169
Toth Financial Advisory
Virginia
$6.7M -$223K -1,811 -3%
Citadel Advisors
170
Citadel Advisors
Florida
$6.59M -$19.4M -157,544 -75%
Treasurer of the State of North Carolina
171
Treasurer of the State of North Carolina
North Carolina
$6.55M -$23.4K -190 -0.4%
CS
172
Candriam SCA
Luxembourg
$6.41M
Calamos Advisors
173
Calamos Advisors
Illinois
$6.39M +$190K +1,539 +3%
Royal London Asset Management
174
Royal London Asset Management
United Kingdom
$6.38M +$180K +1,460 +3%
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$6.32M -$4.48M -36,369 -42%

DGX Hedge Fund Activity: Q1 2021 in Review

817 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2021, worth a combined $14.8B — up 5.4% from $14B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DGX positions and 81 closed out — a net gain of 13 holders — while 282 added to existing stakes and 290 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $164M. The largest seller was JP Morgan Chase, cutting an estimated $181M.

  • 817 institutional investors held Quest Diagnostics (DGX) as of Q1 2021, up from 811 in Q4 2020.
  • Funds reported $14.8B of Quest Diagnostics stock for Q1 2021, up 5.4% quarter-over-quarter.
  • 94 funds opened new Quest Diagnostics positions in Q1 2021 and 81 closed out, a net change of +13 holders.
  • The largest Quest Diagnostics buyer in Q1 2021 was First Trust Advisors, an estimated $164M added.
  • The largest Quest Diagnostics seller in Q1 2021 was JP Morgan Chase, an estimated $181M sold.

Based on aggregated 13F filings for Q1 2021.