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Quest Diagnostics

542 hedge funds and large institutions have $9.73B invested in Quest Diagnostics in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $49M | Put options by funds: $25.3M

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding

Funds holding: 553542 (-11)

3.11% less ownership

Funds ownership: 96.72%93.62% (-3.1%)

9% less capital invested

Capital invested by funds: $10.7B → $9.73B (-$951M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

23% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 220

Holders
542
Holders Change
-11
Holders Change %
-1.99%
% of All Funds
14.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.3%
New
50
Increased
169
Reduced
220
Closed
55
Calls
$49M
Puts
$25.3M
Net Calls
+$23.7M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$889M +$16.5M +223,508 +2%
Macquarie Group
2
Macquarie Group
Australia
$626M +$22.8M +308,161 +4%
Capital International Investors
3
Capital International Investors
California
$491M +$8.59M +116,400 +2%
State Street
4
State Street
Massachusetts
$449M -$20.5M -277,871 -4%
BA
5
BlackRock Advisors
Delaware
$374M -$43.2M -584,734 -10%
DSA
6
Davis Selected Advisers
Arizona
$361M -$6.53M -88,443 -2%
BIT
7
BlackRock Institutional Trust
California
$294M -$15.2M -205,895 -5%
American Century Companies
8
American Century Companies
Missouri
$249M -$2.5M -33,924 -1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$221M -$192M -2,599,650 -46%
BFA
10
BlackRock Fund Advisors
California
$217M +$5.84M +79,129 +3%
Boston Partners
11
Boston Partners
Massachusetts
$208M -$15.2M -206,030 -7%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$161M +$131M +1,769,300 +358%
LSV Asset Management
13
LSV Asset Management
Illinois
$158M +$47.9M +649,000 +42%
Northern Trust
14
Northern Trust
Illinois
$157M +$9.32M +126,180 +6%
BIM
15
BlackRock Investment Management
Delaware
$156M +$11.9M +161,410 +8%
FC
16
Fairpointe Capital
Illinois
$155M -$12.8M -173,369 -7%
Wells Fargo
17
Wells Fargo
California
$151M -$1.77M -23,974 -1%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$134M -$309K -4,183 -0.2%
RRAM
19
River Road Asset Management
Kentucky
$130M -$28.2M -381,472 -18%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$123M -$8.51M -115,249 -6%
BG
21
BlackRock Group
United Kingdom
$111M -$9.19M -124,443 -8%
Norges Bank
22
Norges Bank
Norway
$104M +$4.13M +55,948 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$90.2M +$6.21M +84,102 +7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$86.5M +$21M +284,263 +31%
AL
25
AJO LP
Pennsylvania
$82.1M +$54.5M +738,680 +188%

DGX Hedge Fund Activity: Q2 2015 in Review

542 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2015, worth a combined $9.73B — down 8.9% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DGX and 50 opened new positions — a net loss of 5 holders — while 220 trimmed existing stakes and 169 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $131M. The largest seller was T. Rowe Price Associates, cutting an estimated $192M.

  • 542 institutional investors held Quest Diagnostics (DGX) as of Q2 2015, down from 553 in Q1 2015.
  • Funds reported $9.73B of Quest Diagnostics stock for Q2 2015, down 8.9% quarter-over-quarter.
  • 50 funds opened new Quest Diagnostics positions in Q2 2015 and 55 closed out, a net change of -5 holders.
  • The largest Quest Diagnostics buyer in Q2 2015 was Schroder Investment Management Group, an estimated $131M added.
  • The largest Quest Diagnostics seller in Q2 2015 was T. Rowe Price Associates, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2015.