We are live on ! Find out more
DGX icon

Quest Diagnostics

819 hedge funds and large institutions have $14B invested in Quest Diagnostics in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 257 increasing their positions, 316 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $96.5M | Put options by funds: $24.7M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.87% less ownership

Funds ownership: 89.8%88.92% (-0.87%)

1% less capital invested

Capital invested by funds: $14.2B → $14B (-$169M)

2% less funds holding

Funds holding: 834819 (-15)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 316

Holders
819
Holders Change
-15
Holders Change %
-1.8%
% of All Funds
12.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
257
Reduced
316
Closed
83
Calls
$96.5M
Puts
$24.7M
Net Calls
+$71.8M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.93B +$6.6M +47,880 +0.3%
BlackRock
2
BlackRock
New York
$1.65B -$27.4M -198,606 -2%
State Street
3
State Street
Massachusetts
$778M -$19.9M -144,188 -3%
Victory Capital Management
4
Victory Capital Management
Texas
$455M +$13.4M +97,425 +3%
American Century Companies
5
American Century Companies
Missouri
$445M +$60.3M +437,539 +16%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$340M +$9.99M +72,447 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$320M +$50.4M +365,292 +19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$280M -$4.16M -30,178 -1%
Morgan Stanley
9
Morgan Stanley
New York
$248M -$2.75M -19,952 -1%
Invesco
10
Invesco
Georgia
$240M -$36.3M -263,280 -13%
Wells Fargo
11
Wells Fargo
California
$229M +$121K +876 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$225M +$13.8M +100,333 +7%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$215M +$190M +1,376,308 +914%
DSA
14
Davis Selected Advisers
Arizona
$213M -$671K -4,864 -0.3%
JP Morgan Chase
15
JP Morgan Chase
New York
$206M +$654K +4,746 +0.3%
Northern Trust
16
Northern Trust
Illinois
$186M -$15.9M -115,125 -8%
UBS AM
17
UBS AM
Illinois
$171M
Bank of America
18
Bank of America
North Carolina
$161M -$34.9M -252,923 -18%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$158M +$23.3M +169,186 +18%
LSV Asset Management
20
LSV Asset Management
Illinois
$158M -$13.9M -100,700 -8%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$145M +$4.43M +32,105 +3%
PAMS
22
Pictet Asset Management (Switzerland)
Switzerland
$137M -$12.2M -88,240 -8%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$137M +$93.5M +678,163 +231%
Legal & General Group
24
Legal & General Group
United Kingdom
$134M -$252K -1,825 -0.2%
Bessemer Group
25
Bessemer Group
New Jersey
$127M +$485K +3,520 +0.4%

DGX Hedge Fund Activity: Q2 2023 in Review

819 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q2 2023, worth a combined $14B — down 1.2% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of DGX and 70 opened new positions — a net loss of 13 holders — while 316 trimmed existing stakes and 257 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $190M. The largest seller was Pacer Advisors, cutting an estimated $82.3M.

  • 819 institutional investors held Quest Diagnostics (DGX) as of Q2 2023, down from 834 in Q1 2023.
  • Funds reported $14B of Quest Diagnostics stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 70 funds opened new Quest Diagnostics positions in Q2 2023 and 83 closed out, a net change of -13 holders.
  • The largest Quest Diagnostics buyer in Q2 2023 was T. Rowe Price Associates, an estimated $190M added.
  • The largest Quest Diagnostics seller in Q2 2023 was Pacer Advisors, an estimated $82.3M sold.

Based on aggregated 13F filings for Q2 2023.