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Enviri

184 hedge funds and large institutions have $681M invested in Enviri in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $97K | Put options by funds: $17K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more capital invested

Capital invested by funds: $523M → $681M (+$158M)

4.01% more ownership

Funds ownership: 90.78%94.79% (+4%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 187184 (-3)

17% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 70

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
58
Reduced
70
Closed
24
Calls
$97K
Puts
$17K
Net Calls
+$80K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$132M +$4.38M +642,847 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.5M -$12.2M -1,789,779 -19%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$47.8M +$2.92M +428,860 +9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$36.9M +$6.11M +897,148 +28%
PCMI
5
Paradigm Capital Management Inc
New York
$33.2M +$6.44M +945,445 +35%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$32.2M +$4.97M +729,658 +26%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$31.5M +$746K +109,449 +3%
State Street
8
State Street
Massachusetts
$27.2M +$582K +85,373 +3%
DCM
9
Divisar Capital Management
California
$25.4M +$2.49M +365,557 +15%
ACB
10
Aristotle Capital Boston
Massachusetts
$23.9M -$258K -37,791 -1%
Morgan Stanley
11
Morgan Stanley
New York
$21.4M +$8.95M +1,313,792 +123%
Invesco
12
Invesco
Georgia
$19.3M +$7.13M +1,046,594 +95%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$15.2M +$589K +86,410 +5%
Charles Schwab
14
Charles Schwab
California
$15M +$273K +40,085 +2%
BCM
15
Bridgeway Capital Management
Texas
$10.9M +$164K +24,085 +2%
Northern Trust
16
Northern Trust
Illinois
$7.51M +$19.3K +2,828 +0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.02M -$113K -16,510 -2%
ACA
18
AYAL Capital Advisors
Ontario, Canada
$5.62M +$4.26M +624,396 New
Ameriprise
19
Ameriprise
Minnesota
$5.45M -$1.66M -243,586 -29%
SEI Investments
20
SEI Investments
Pennsylvania
$5.3M +$52.9K +7,768 +1%
Prudential Financial
21
Prudential Financial
New Jersey
$4.53M -$597K -87,574 -15%
LI
22
Leeward Investments
Massachusetts
$4.17M -$25.6K -3,758 -0.8%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$4.17M +$1.9M +278,657 +151%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.74M -$93.4K -13,702 -3%
Federated Hermes
25
Federated Hermes
Pennsylvania
$3.51M -$5.58M -818,844 -68%

NVRI Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enviri (NVRI) for Q4 2023, worth a combined $681M — up 30% from $523M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NVRI and 22 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $8.95M. The largest seller was Vanguard Group, cutting an estimated $12.2M.

  • 184 institutional investors held Enviri (NVRI) as of Q4 2023, down from 187 in Q3 2023.
  • Funds reported $681M of Enviri stock for Q4 2023, up 30% quarter-over-quarter.
  • 22 funds opened new Enviri positions in Q4 2023 and 24 closed out, a net change of -2 holders.
  • The largest Enviri buyer in Q4 2023 was Morgan Stanley, an estimated $8.95M added.
  • The largest Enviri seller in Q4 2023 was Vanguard Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2023.