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Quest Diagnostics

827 hedge funds and large institutions have $13.5B invested in Quest Diagnostics in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 254 increasing their positions, 328 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)

70% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $12B → $13.5B (+$1.45B)

4% more funds holding

Funds holding: 794827 (+33)

0.82% less ownership

Funds ownership: 87.73%86.91% (-0.82%)

23% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 328

Holders
827
Holders Change
+33
Holders Change %
+4.16%
% 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
109
Increased
254
Reduced
328
Closed
64
Calls
$176M
Puts
$78.3M
Net Calls
+$97.7M
Net Calls Change
+$5.2M

DGX Hedge Fund Activity: Q4 2023 in Review

827 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2023, worth a combined $13.5B — up 12% from $12B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new DGX positions and 64 closed out — a net gain of 45 holders — while 254 added to existing stakes and 328 trimmed.

The largest buyer was Davis Selected Advisers, adding an estimated $131M. The largest seller was BlackRock, cutting an estimated $106M.

  • 827 institutional investors held Quest Diagnostics (DGX) as of Q4 2023, up from 794 in Q3 2023.
  • Funds reported $13.5B of Quest Diagnostics stock for Q4 2023, up 12% quarter-over-quarter.
  • 109 funds opened new Quest Diagnostics positions in Q4 2023 and 64 closed out, a net change of +45 holders.
  • The largest Quest Diagnostics buyer in Q4 2023 was Davis Selected Advisers, an estimated $131M added.
  • The largest Quest Diagnostics seller in Q4 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2023.