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Enviri

253 hedge funds and large institutions have $1.4B invested in Enviri in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $454K

2.08% more ownership

Funds ownership: 84.93%87.01% (+2.1%)

3% more capital invested

Capital invested by funds: $1.36B → $1.4B (+$47M)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

2% less funds holding

Funds holding: 259253 (-6)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
253
Holders Change
-6
Holders Change %
-2.32%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
30
Increased
87
Reduced
90
Closed
35
Calls
$2.28M
Puts
$454K
Net Calls
+$1.82M
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
226
YorkBridge Wealth Partners
New York
$11K -$10.4K -481 -47%
RFM
227
Royal Fund Management
Florida
$10K
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$7K
CTC
229
Central Trust Company
Missouri
$7K +$538 +25 +7%
CFGS
230
Concourse Financial Group Securities
Alabama
$6K -$345 -16 -5%
VNA
231
Valley National Advisers
Pennsylvania
$6K
AQA
232
Alpha Quant Advisors
Texas
$6K +$6.66K +309 New
FCA
233
FinTrust Capital Advisors
South Carolina
$4K
ST
234
Smithfield Trust
Pennsylvania
$4K
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$4K
MNBTD
236
Moody National Bank Trust Division
Texas
$4K +$4.67K +217 New
OIA
237
OneDigital Investment Advisors
Kansas
$3K
CAM
238
Cresset Asset Management
Illinois
$3K +$991 +46 +40%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$3K +$1.59K +74 +130%
CFA
240
Carroll Financial Associates
North Carolina
$2K -$10.7K -498 -83%
GAM
241
Gemmer Asset Management
California
$2K
LC
242
Lindbrook Capital
California
$2K
PFSC
243
Peoples Financial Services Corp
Pennsylvania
$2K
PFO
244
Pathstone Family Office
New Jersey
$2K +$2.58K +120 New
RCAG
245
Rehmann Capital Advisory Group
Michigan
$1.49K +$86 +4 +6%
PCP
246
Proficio Capital Partners
Massachusetts
$1K
QCG
247
Quadrant Capital Group
Ohio
$1K
TWA
248
TCI Wealth Advisors
Arizona
$1K
PCMK
249
Paragon Capital Management (Kansas)
Kansas
$1K +$1.38K +64 New
Bessemer Group
250
Bessemer Group
New Jersey
$1K +$1.55K +72 New

NVRI Hedge Fund Activity: Q1 2019 in Review

253 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Enviri (NVRI) for Q1 2019, worth a combined $1.4B — up 3.5% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of NVRI and 30 opened new positions — a net loss of 5 holders — while 90 trimmed existing stakes and 87 added.

The largest buyer was Adage Capital Partners, adding an estimated $14.6M. The largest seller was SG Capital Management, cutting an estimated $17.7M.

  • 253 institutional investors held Enviri (NVRI) as of Q1 2019, down from 259 in Q4 2018.
  • Funds reported $1.4B of Enviri stock for Q1 2019, up 3.5% quarter-over-quarter.
  • 30 funds opened new Enviri positions in Q1 2019 and 35 closed out, a net change of -5 holders.
  • The largest Enviri buyer in Q1 2019 was Adage Capital Partners, an estimated $14.6M added.
  • The largest Enviri seller in Q1 2019 was SG Capital Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2019.