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Quest Diagnostics

818 hedge funds and large institutions have $13.2B invested in Quest Diagnostics in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 270 increasing their positions, 312 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $149M | Put options by funds: $68.6M

1.2% more ownership

Funds ownership: 88.54%89.74% (+1.2%)

3% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 87

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 826818 (-8)

4% less capital invested

Capital invested by funds: $13.7B → $13.2B (-$510M)

13% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 312

Holders
818
Holders Change
-8
Holders Change %
-0.97%
% of All Funds
11.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
90
Increased
270
Reduced
312
Closed
87
Calls
$149M
Puts
$68.6M
Net Calls
+$80.1M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B +$44.9M +345,754 +3%
BlackRock
2
BlackRock
New York
$1.42B +$15.9M +122,205 +1%
State Street
3
State Street
Massachusetts
$692M -$17M -130,918 -2%
Victory Capital Management
4
Victory Capital Management
Texas
$522M +$57.8M +445,703 +13%
American Century Companies
5
American Century Companies
Missouri
$516M +$32.9M +253,618 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$348M -$2.54M -19,557 -0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$336M +$122K +941 +0%
DSA
8
Davis Selected Advisers
Arizona
$317M -$37M -285,401 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$272M +$43.9M +338,108 +20%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$264M +$908K +7,001 +0.4%
Invesco
11
Invesco
Georgia
$261M +$31.4M +241,709 +14%
Morgan Stanley
12
Morgan Stanley
New York
$246M -$244M -1,880,861 -50%
Goldman Sachs
13
Goldman Sachs
New York
$246M +$176M +1,357,253 +275%
JP Morgan Chase
14
JP Morgan Chase
New York
$243M -$5.74M -44,220 -2%
Wells Fargo
15
Wells Fargo
California
$210M +$4.5M +34,719 +2%
FMI
16
Fiduciary Management Inc
Wisconsin
$199M +$194M +1,498,609 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$174M -$3.09M -23,853 -2%
Norges Bank
18
Norges Bank
Norway
$154M +$18.2M +139,936 +14%
Northern Trust
19
Northern Trust
Illinois
$139M -$8.46M -65,228 -6%
Bank of America
20
Bank of America
North Carolina
$137M +$697K +5,370 +0.5%
UBS AM
21
UBS AM
Illinois
$110M -$23.6M -181,564 -18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$107M -$4.41M -33,961 -4%
Legal & General Group
23
Legal & General Group
United Kingdom
$107M -$5.74M -44,245 -5%
Ameriprise
24
Ameriprise
Minnesota
$106M -$29.4M -226,438 -22%
DekaBank Deutsche Girozentrale
25
DekaBank Deutsche Girozentrale
Germany
$100M -$1.66M -12,808 -2%

DGX Hedge Fund Activity: Q1 2024 in Review

818 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q1 2024, worth a combined $13.2B — down 3.7% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DGX positions and 87 closed out — a net gain of 3 holders — while 270 added to existing stakes and 312 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $194M. The largest seller was T. Rowe Price Associates, cutting an estimated $318M.

  • 818 institutional investors held Quest Diagnostics (DGX) as of Q1 2024, down from 826 in Q4 2023.
  • Funds reported $13.2B of Quest Diagnostics stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 90 funds opened new Quest Diagnostics positions in Q1 2024 and 87 closed out, a net change of +3 holders.
  • The largest Quest Diagnostics buyer in Q1 2024 was Fiduciary Management Inc, an estimated $194M added.
  • The largest Quest Diagnostics seller in Q1 2024 was T. Rowe Price Associates, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2024.