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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
Osaic Holdings
176
Osaic Holdings
Arizona
$7.01M +$114K +796 +2%
TD Asset Management
177
TD Asset Management
Ontario, Canada
$6.8M +$620K +4,312 +11%
MSE
178
MUFG Securities EMEA
United Kingdom
$6.75M +$6.2M +43,132 New
PC
179
Pavadi Capital
New York
$6.55M -$27.4K -191 -0.5%
CIM
180
Cambria Investment Management
California
$6.55M +$942K +6,552 +19%
CIBC Asset Management
181
CIBC Asset Management
Ontario, Canada
$6.5M +$3.66M +25,471 +158%
AB
182
Amalgamated Bank
New York
$6.37M +$1.2M +8,324 +26%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$6.36M +$151K +1,054 +3%
Mariner
184
Mariner
Kansas
$6.35M +$528K +3,675 +10%
FCBT
185
First Citizens Bank & Trust
North Carolina
$6.28M +$730K +5,078 +14%
Royal London Asset Management
186
Royal London Asset Management
United Kingdom
$6.28M
TFA
187
Toth Financial Advisory
Virginia
$6.19M -$1.16M -8,060 -17%
FNBT
188
FineMark National Bank & Trust
Florida
$6.11M +$173K +1,205 +3%
HighTower Advisors
189
HighTower Advisors
Illinois
$6.09M +$118K +818 +2%
WAM
190
Weatherly Asset Management
California
$5.86M -$257K -1,790 -5%
AIMCA
191
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.75M +$1.61M +11,200 +44%
BC
192
Brookfield Corp
Ontario, Canada
$5.65M +$5.19M +36,138 New
BFG
193
Berger Financial Group
Minnesota
$5.64M +$120K +833 +2%
MCM
194
McKinley Capital Management
Alaska
$5.6M
WBC
195
Westpac Banking Corp
Australia
$5.52M +$99.7K +694 +2%
Two Sigma Advisers
196
Two Sigma Advisers
New York
$5.51M -$2.53M -17,600 -33%
FAF
197
Fjarde Ap-fonden
Sweden
$5.49M -$2.47M -17,218 -33%
OA
198
Oak Associates
Ohio
$5.3M
AIG
199
American International Group
New York
$5.25M -$198K -1,379 -4%
SOMRS
200
State of Michigan Retirement System
Michigan
$5.21M -$359K -2,500 -7%

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.