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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
AAM
201
Auxier Asset Management
Oregon
$3.9M -$9.86K -75 -0.3%
AB
202
Amalgamated Bank
New York
$3.9M -$149K -1,130 -4%
OAM
203
Ostrum Asset Management
France
$3.84M -$1.34M -10,162 -27%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$3.82M -$95.3K -725 -3%
MIM
205
MetLife Investment Management
New Jersey
$3.76M -$61.7K -469 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
206
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.71M +$1.35M +10,278 +62%
WAM
207
Weatherly Asset Management
California
$3.63M -$342K -2,600 -9%
Cerity Partners
208
Cerity Partners
New York
$3.57M +$878K +6,678 +35%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$3.56M +$105K +801 +3%
YCM
210
Yousif Capital Management
Michigan
$3.46M -$162K -1,236 -5%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$3.42M -$78.6K -598 -2%
FAF
212
Fjarde Ap-fonden
Sweden
$3.41M -$434K -3,300 -12%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.39M +$270K +2,055 +9%
II
214
IFM Investors
Australia
$3.29M -$160K -1,219 -5%
US Bancorp
215
US Bancorp
Minnesota
$3.27M +$24.5K +186 +0.8%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$3.23M +$120K +913 +4%
TPSF
217
Texas Permanent School Fund
Texas
$3.2M +$3.15K +24 +0.1%
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$3.19M +$461K +3,506 +18%
BMSSC
219
B. Metzler seel. Sohn & Co
Germany
$3.12M -$552K -4,195 -16%
OA
220
Oak Associates
Ohio
$3.1M
FC
221
FORA Capital
Florida
$3.02M +$482K +3,669 +20%
PVI
222
Pine Valley Investments
New Jersey
$2.97M +$608K +4,627 +27%
CTA
223
Colonial Trust Advisors
South Carolina
$2.95M -$250K -1,902 -8%
LBC
224
Lowe Brockenbrough & Co
Virginia
$2.91M +$59.8K +455 +2%
DCM
225
Delta Capital Management
New Jersey
$2.88M -$5.26K -40 -0.2%

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.