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230 hedge funds and large institutions have $3.4B invested in Enovis in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $3.18B → $3.4B (+$218M)

1.65% more ownership

Funds ownership: 56.04%57.69% (+1.7%)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

0% less funds holding

Funds holding: 231230 (-1)

3% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 76

38% less call options, than puts

Call options by funds: $6.12M | Put options by funds: $9.93M

Holders
230
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
37
Increased
74
Reduced
76
Closed
37
Calls
$6.12M
Puts
$9.93M
Net Calls
-$3.81M
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$625M +$26.5M +561,143 +5%
BCP
2
BDT Capital Partners
Illinois
$311M
BlackRock
3
BlackRock
New York
$234M -$22.4M -474,878 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$232M -$250K -5,294 -0.1%
Principal Financial Group
5
Principal Financial Group
Iowa
$205M -$10.6M -224,479 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$177M +$5.83M +123,480 +4%
CB
7
Cooke & Bieler
Pennsylvania
$163M +$19M +403,005 +14%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$92.1M +$18.3M +387,296 +27%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$84.1M +$4.21M +89,103 +6%
RA
10
Royce & Associates
New York
$69.7M +$8.25M +174,779 +14%
State Street
11
State Street
Massachusetts
$59.8M -$3.44M -72,914 -6%
TP
12
Third Point
New York
$58.1M
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.7M -$4.68M -99,046 -9%
WC
14
Wexford Capital
Florida
$48.2M -$8.63M -182,707 -16%
Goldman Sachs
15
Goldman Sachs
New York
$47.2M +$6.76M +143,138 +18%
WCM
16
Wedge Capital Management
North Carolina
$41.3M -$48.7K -1,031 -0.1%
WIM
17
Weitz Investment Management
Nebraska
$40.5M -$4.2M -89,009 -10%
CSC
18
Cove Street Capital
California
$36M -$2.02M -42,704 -6%
MG
19
Markel Group
Virginia
$33M
RRAM
20
River Road Asset Management
Kentucky
$31.3M +$6.08M +128,833 +26%
Millennium Management
21
Millennium Management
New York
$30.3M +$12.9M +273,184 +82%
VDBMI
22
Van Den Berg Management I
Texas
$29M -$1.58M -33,386 -5%
Charles Schwab
23
Charles Schwab
California
$27.1M -$330K -7,000 -1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$26.5M -$2.23M -47,171 -8%
SO
25
STRS Ohio
Ohio
$24.4M -$5.06M -107,085 -18%

ENOV Hedge Fund Activity: Q3 2019 in Review

230 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Enovis (ENOV) for Q3 2019, worth a combined $3.4B — up 6.9% from $3.18B a quarter earlier.

Fund positioning in ENOV was balanced in Q3 2019: 37 funds opened new positions, 37 closed out, 74 added to existing stakes and 76 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $26.5M. The largest seller was Incline Global Management, exiting entirely with an estimated $24.9M sold.

  • 230 institutional investors held Enovis (ENOV) as of Q3 2019, down from 231 in Q2 2019.
  • Funds reported $3.4B of Enovis stock for Q3 2019, up 6.9% quarter-over-quarter.
  • 37 funds opened new Enovis positions in Q3 2019 and 37 closed out, a net change of 0 holders.
  • The largest Enovis buyer in Q3 2019 was T. Rowe Price Associates, an estimated $26.5M added.
  • The largest Enovis seller in Q3 2019 was Incline Global Management, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2019.