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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.87B -$6.3M -47,930 -0.4%
BlackRock
2
BlackRock
New York
$1.46B -$106M -808,138 -7%
State Street
3
State Street
Massachusetts
$735M -$1.48M -11,293 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$515M +$276M +2,098,697 +128%
American Century Companies
5
American Century Companies
Missouri
$499M +$8.63M +65,607 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$479M +$8.17M +62,114 +2%
DSA
7
Davis Selected Advisers
Arizona
$368M +$131M +998,866 +60%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$363M +$2.44M +18,533 +0.7%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$359M +$52.1M +396,447 +18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$348M +$7.77M +59,067 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$272M +$33.3K +253 +0%
JP Morgan Chase
12
JP Morgan Chase
New York
$258M -$17.6M -133,617 -7%
Invesco
13
Invesco
Georgia
$237M -$10.5M -79,905 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
14
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$235M +$9.04M +68,740 +4%
Wells Fargo
15
Wells Fargo
California
$213M -$4.19M -31,867 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$184M +$3.58M +27,201 +2%
Northern Trust
17
Northern Trust
Illinois
$153M -$27.7M -210,491 -16%
Bank of America
18
Bank of America
North Carolina
$141M -$11.5M -87,480 -8%
Ameriprise
19
Ameriprise
Minnesota
$141M +$7.85M +59,717 +6%
Norges Bank
20
Norges Bank
Norway
$140M +$11M +83,745 +9%
UBS AM
21
UBS AM
Illinois
$139M -$34.1M -259,470 -20%
Bessemer Group
22
Bessemer Group
New Jersey
$124M -$693K -5,270 -0.6%
Legal & General Group
23
Legal & General Group
United Kingdom
$117M -$10.2M -77,755 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$116M -$3.68M -27,965 -3%
DekaBank Deutsche Girozentrale
25
DekaBank Deutsche Girozentrale
Germany
$107M -$2.22M -16,891 -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.