Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

QUEST DIAGNOSTICS INC (DGX)

996 + Investors. Track Smart Money conviction in DGX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
7Q ▲
Buyers last Q
53%

Smart Money Signals — DGX

Based on 979 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added DGX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
979 hedge funds hold DGX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+154 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

480 buying422 selling
Last quarter: 480 funds bought or added vs 422 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new DGX position: 140 → 118 → 122 → 148. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
655 out of 979 hedge funds have held DGX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~148 new funds/quarter

108 → 140 → 118 → 122 → 148 new funds/Q
New funds entering each quarter: 140 → 118 → 122 → 148. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 22% new
Of 996 current holders: 695 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
43 of 979 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in DGX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DGX

How many hedge funds hold DGX — quarterly history vs. share price
Quarterly hedge fund ownership of DGX vs. share price

Market Analysis: DGX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

112 top-rated funds 3 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: DGX
2026 Q1 Stats Unlock in 11 days 996 + Investors

Track Smart Money conviction in DGX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 996 949 4.95%
13F Shares 104M 104M 0.82%
Total Value $16.98B $18.34B -7.39%
New Positions 148 122 +26
Increased Positions 359 369 -10
Closed Positions 102 108 -6
Reduced Positions 346 340 +6
Total Calls 11 12 -8.33%
Total Puts 8 10 -20.0%
PUT/CALL Ratio 0.73 0.83 Neutral

Statistics: DGX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

996 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DGX. Verified SEC 13F-HR filings.

Top 25 institutional holders of DGX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 3.51% 1,036 $203K
2 Paradiem, LLC 3.09% 71,480 $14.0M
3 DELTA CAPITAL MANAGEMENT LLC 1.92% 17,810 $3.5M
4 Willis Investment Counsel 1.62% 151,800 $29.7M
5 Atwater Malick LLC 1.60% 30,316 $5.9M
6 Olstein Capital Management, L.P. 1.53% 35,800 $7K
7 Farrow Financial, Inc. 1.48% 13,311 $2.6M
8 PRIMORIS WEALTH ADVISORS, LLC 1.48% 10,750 $2.1M
9 DAVIS SELECTED ADVISERS 1.46% 1,617,813 $317.1M
10 Clean Yield Group 1.45% 26,322 $5.2M
11 JGP Wealth Management, LLC 1.38% 67,562 $13.2M
12 Riverwater Partners LLC 1.37% 20,973 $4.1M
13 COOKSON PEIRCE & CO INC 1.30% 156,342 $30.6M
14 TKG Advisors, LLC 1.16% 14,359 $2.8M
15 CONNING INC. 1.15% 175,906 $34.5M
16 Boston Common Asset Management, LLC 1.14% 90,326 $17.7M
17 G&S Capital LLC 1.05% 15,292 $3.0M
18 BRAUN STACEY ASSOCIATES INC 1.02% 156,832 $30.7M
19 Index Technologies Group LLC 0.96% 4,477 $877K
20 Artemis Investment Management LLP 0.93% 447,274 $87.7M
21 Hardworking Capital Advisors, LLC 0.83% 4,529 $888K
22 AGP FRANKLIN, LLC 0.75% 7,698 $1.5M
23 Advisors Capital Management, LLC 0.75% 327,251 $64.1M
24 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.70% 6,488 $1.3M
25 Copeland Capital Management, LLC 0.68% 155,348 $30.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — QUEST DIAGNOSTICS INC (DGX)

What does the Smart Money Trend signal show for DGX?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added DGX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DGX?

Slight buying edge — 53% buying: Last quarter: 480 funds bought or added vs 422 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DGX holders?

Elite ownership — 56% AUM from top-100 funds: 43 of 979 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in DGX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DGX?

67% of holders stayed for 2+ years: 655 out of 979 hedge funds have held DGX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.