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Enviri

187 hedge funds and large institutions have $523M invested in Enviri in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

709% more call options, than puts

Call options by funds: $275K | Put options by funds: $34K

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 187187 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

1.08% less ownership

Funds ownership: 91.86%90.78% (-1.1%)

28% less capital invested

Capital invested by funds: $722M → $523M (-$199M)

Holders
187
Holders Change
Holders Change %
0%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
59
Reduced
65
Closed
22
Calls
$275K
Puts
$34K
Net Calls
+$241K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M +$1.84M +228,098 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.9M +$500K +61,844 +0.7%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$35.3M -$495K -61,297 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.5M +$1.73M +213,511 +7%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$23.1M +$66K +8,167 +0.3%
State Street
6
State Street
Massachusetts
$21.2M +$247K +30,515 +1%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$20.6M +$5.41M +669,777 +31%
PCMI
8
Paradigm Capital Management Inc
New York
$19.8M +$6.28M +776,955 +40%
ACB
9
Aristotle Capital Boston
Massachusetts
$19.5M -$38.1K -4,713 -0.2%
DCM
10
Divisar Capital Management
California
$17.7M +$6.56M +812,211 +49%
Charles Schwab
11
Charles Schwab
California
$11.7M -$423K -52,350 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.6M +$391K +48,436 +3%
Federated Hermes
13
Federated Hermes
Pennsylvania
$8.73M -$8.57M -1,060,091 -47%
BCM
14
Bridgeway Capital Management
Texas
$8.55M +$422K +52,208 +5%
Invesco
15
Invesco
Georgia
$7.91M -$929K -114,941 -9%
Morgan Stanley
16
Morgan Stanley
New York
$7.72M -$1.88M -232,286 -18%
Ameriprise
17
Ameriprise
Minnesota
$6.13M +$3.51M +434,528 +105%
Northern Trust
18
Northern Trust
Illinois
$6M -$25.6K -3,163 -0.4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.95M -$75.7K -9,373 -1%
Prudential Financial
20
Prudential Financial
New Jersey
$4.27M -$520K -64,373 -10%
SEI Investments
21
SEI Investments
Pennsylvania
$4.2M -$149K -18,379 -3%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$3.58M +$488K +60,421 +14%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$3.44M -$406K -50,230 -10%
LI
24
Leeward Investments
Massachusetts
$3.38M -$290K -35,915 -7%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.1M -$187K -23,165 -5%

NVRI Hedge Fund Activity: Q3 2023 in Review

187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enviri (NVRI) for Q3 2023, worth a combined $523M — down 28% from $722M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NVRI positions and 22 closed out — a net gain of 2 holders — while 59 added to existing stakes and 65 trimmed.

The largest buyer was Divisar Capital Management, adding an estimated $6.56M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $10.2M sold.

  • 187 institutional investors held Enviri (NVRI) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $523M of Enviri stock for Q3 2023, down 28% quarter-over-quarter.
  • 24 funds opened new Enviri positions in Q3 2023 and 22 closed out, a net change of +2 holders.
  • The largest Enviri buyer in Q3 2023 was Divisar Capital Management, an estimated $6.56M added.
  • The largest Enviri seller in Q3 2023 was Cooper Creek Partners Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2023.