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Quest Diagnostics

837 hedge funds and large institutions have $15.9B invested in Quest Diagnostics in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 293 increasing their positions, 285 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $14.9B → $15.9B (+$913M)

3% more funds holding

Funds holding: 814837 (+23)

2.53% more ownership

Funds ownership: 87.11%89.64% (+2.5%)

3% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 285

2% more call options, than puts

Call options by funds: $188M | Put options by funds: $184M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
837
Holders Change
+23
Holders Change %
+2.83%
% of All Funds
14.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
93
Increased
293
Reduced
285
Closed
59
Calls
$188M
Puts
$184M
Net Calls
+$3.09M
Net Calls Change
+$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.93B -$117M -796,219 -6%
BlackRock
2
BlackRock
New York
$1.69B +$118M +806,359 +7%
State Street
3
State Street
Massachusetts
$887M -$15.8M -107,834 -2%
FMI
4
Fiduciary Management Inc
Wisconsin
$492M -$4.05M -27,691 -0.8%
Bank of America
5
Bank of America
North Carolina
$460M -$46.2M -315,675 -9%
Victory Capital Management
6
Victory Capital Management
Texas
$413M -$47.7M -325,979 -10%
DSA
7
Davis Selected Advisers
Arizona
$399M -$10.6M -72,658 -3%
American Century Companies
8
American Century Companies
Missouri
$381M -$67.9M -464,273 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$367M -$5.8M -39,655 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$313M -$161K -1,101 -0.1%
First Trust Advisors
11
First Trust Advisors
Illinois
$300M +$5.37M +36,731 +2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$277M -$91.6M -626,000 -25%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$258M +$8.38M +57,258 +3%
Amundi
14
Amundi
France
$240M -$7.99M -54,576 -3%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$219M -$15.9M -108,528 -7%
Northern Trust
16
Northern Trust
Illinois
$213M +$3.16M +21,594 +1%
Morgan Stanley
17
Morgan Stanley
New York
$201M -$98.9M -676,031 -33%
Goldman Sachs
18
Goldman Sachs
New York
$194M +$87.3M +596,838 +81%
PAMS
19
Pictet Asset Management (Switzerland)
Switzerland
$188M +$189M +1,292,140 New
LSV Asset Management
20
LSV Asset Management
Illinois
$183M +$11.7M +79,985 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$175M -$4.22M -28,870 -2%
Norges Bank
22
Norges Bank
Norway
$168M +$26M +177,689 +18%
Legal & General Group
23
Legal & General Group
United Kingdom
$165M +$5.27M +36,030 +3%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$147M -$3.29M -22,477 -2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$144M -$8.47M -57,915 -6%

DGX Hedge Fund Activity: Q3 2021 in Review

837 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q3 2021, worth a combined $15.9B — up 6.1% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DGX positions and 59 closed out — a net gain of 34 holders — while 293 added to existing stakes and 285 trimmed.

The largest buyer was BlackRock, adding an estimated $118M. The largest seller was Nordea Investment Management, cutting an estimated $290M.

  • 837 institutional investors held Quest Diagnostics (DGX) as of Q3 2021, up from 814 in Q2 2021.
  • Funds reported $15.9B of Quest Diagnostics stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 93 funds opened new Quest Diagnostics positions in Q3 2021 and 59 closed out, a net change of +34 holders.
  • The largest Quest Diagnostics buyer in Q3 2021 was BlackRock, an estimated $118M added.
  • The largest Quest Diagnostics seller in Q3 2021 was Nordea Investment Management, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2021.