Enovis
ENOV
254 hedge funds and large institutions have $3.36B invested in Enovis in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 89 reducing their positions, and 33 closing their positions.
55% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 33
42% more capital invested
Capital invested by funds: $2.37B → $3.36B (+$987M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% more funds holding
Funds holding: 237 → 254 (+17)
1% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 89
0.21% more ownership
Funds ownership: 58.89% → 59.1% (+0.21%)
41% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $20.4M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.4M |
| 2 |
Goldman Sachs
New York
|
+$45.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.5M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$23M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$22M |
Top Sellers
| 1 |
BCP
BDT Capital Partners
Chicago,
Illinois
|
-$112M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$42.3M |
| 3 |
EC
Eminence Capital
New York
|
-$29.6M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$19.2M |
| 5 |
BlackRock
New York
|
-$15.3M |
ENOV Hedge Fund Activity: Q2 2020 in Review
254 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enovis (ENOV) for Q2 2020, worth a combined $3.36B — up 42% from $2.37B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new ENOV positions and 33 closed out — a net gain of 18 holders — while 90 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $53.4M. The largest seller was BDT Capital Partners, exiting entirely with an estimated $112M sold.
- 254 institutional investors held Enovis (ENOV) as of Q2 2020, up from 237 in Q1 2020.
- Funds reported $3.36B of Enovis stock for Q2 2020, up 42% quarter-over-quarter.
- 51 funds opened new Enovis positions in Q2 2020 and 33 closed out, a net change of +18 holders.
- The largest Enovis buyer in Q2 2020 was Fidelity Investments, an estimated $53.4M added.
- The largest Enovis seller in Q2 2020 was BDT Capital Partners, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2020.