We are live on ! Find out more
DGX icon

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
DnB Asset Management
176
DnB Asset Management
Norway
$5.12M -$3.76M -28,631 -44%
PCA
177
Providence Capital Advisors
North Carolina
$5.1M +$184K +1,400 +4%
N
178
Natixis
France
$5.09M -$1.15M -8,725 -19%
HEIP
179
Hudson Edge Investment Partners
New Jersey
$5.03M +$128K +977 +3%
TC
180
TwinBeech Capital
New York
$4.99M -$1.43M -10,889 -23%
ATC
181
Argent Trust Co
Tennessee
$4.92M +$101K +770 +2%
AIM
182
Achmea Investment Management
Netherlands
$4.76M -$140K -1,067 -3%
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$4.73M -$2.25M -17,088 -33%
Osaic Holdings
184
Osaic Holdings
Arizona
$4.73M -$527K -4,010 -10%
QC
185
Quadrature Capital
United Kingdom
$4.71M +$4.5M +34,206 New
GIA
186
GHP Investment Advisors
Colorado
$4.66M +$117K +893 +3%
FCBT
187
First Citizens Bank & Trust
North Carolina
$4.65M -$2.74M -20,818 -38%
SOMRS
188
State of Michigan Retirement System
Michigan
$4.61M +$13.1K +100 +0.3%
PI
189
PGGM Investments
Netherlands
$4.49M +$65.2K +496 +2%
Neuberger Berman Group
190
Neuberger Berman Group
New York
$4.46M -$476K -3,621 -10%
AAIM
191
American Assets Investment Management
California
$4.41M
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$4.4M +$2.8M +21,327 +201%
MCM
193
McKinley Capital Management
Alaska
$4.37M
ASRS
194
Arizona State Retirement System
Arizona
$4.25M +$38K +289 +0.9%
HighTower Advisors
195
HighTower Advisors
Illinois
$4.22M -$1.45K -11 -0%
AWCI
196
Alpine Woods Capital Investors
New York
$4.2M +$83.2K +633 +2%
SGH
197
Sivik Global Healthcare
Connecticut
$4.14M +$3.94M +30,000 New
AIG
198
American International Group
New York
$4.06M -$98.6K -750 -2%
KCPG
199
Kavar Capital Partners Group
Kansas
$3.99M +$1.87M +14,223 +97%
H
200
HoyleCohen
California
$3.95M -$129K -978 -3%

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.