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Envista

316 hedge funds and large institutions have $7.59B invested in Envista in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 119 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,536% more call options, than puts

Call options by funds: $78.5M | Put options by funds: $4.79M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $6.01B → $7.59B (+$1.58B)

0.95% more ownership

Funds ownership: 112.84%113.79% (+0.95%)

3% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 119

5% less funds holding

Funds holding: 333316 (-17)

25% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 57

Holders
316
Holders Change
-17
Holders Change %
-5.11%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
43
Increased
116
Reduced
119
Closed
57
Calls
$78.5M
Puts
$4.79M
Net Calls
+$73.7M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
226
Boston Family Office
Massachusetts
$348K
SCM
227
Shelton Capital Management
Colorado
$335K -$13.2K -348 -4%
QT
228
Quantamental Technologies
New York
$304K +$283K +7,432 New
TI
229
Tidal Investments
Wisconsin
$292K +$272K +7,143 New
PAG
230
Private Advisor Group
New Jersey
$290K +$270K +7,097 New
AWAU
231
Alliance Wealth Advisors (Utah)
Utah
$281K +$17K +448 +7%
RJT
232
Raymond James Trust
Florida
$278K -$85.9K -2,260 -25%
VI
233
Versor Investments
New York
$263K +$244K +6,423 New
CAM
234
Connacht Asset Management
New York
$262K +$9.16K +241 +4%
Truist Financial
235
Truist Financial
North Carolina
$249K -$58.7K -1,543 -20%
PAM
236
Panagora Asset Management
Massachusetts
$247K
PL
237
Perpetual Ltd
Australia
$245K +$228K +5,984 New
PA
238
Profund Advisors
Maryland
$240K -$71.9K -1,892 -24%
IB
239
Intrust Bank
Kansas
$236K +$219K +5,773 New
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$232K -$36.4K -958 -14%
AT
241
American Trust
Kentucky
$226K +$210K +5,526 New
HighTower Advisors
242
HighTower Advisors
Illinois
$224K +$206K +5,415 New
Lido Advisors
243
Lido Advisors
California
$223K +$208K +5,462 New
Daiwa Securities Group
244
Daiwa Securities Group
Japan
$222K +$207K +5,432 New
APG Asset Management
245
APG Asset Management
Netherlands
$220K +$222K +5,836 New
M&T Bank
246
M&T Bank
New York
$218K -$45.7K -1,202 -18%
LPL Financial
247
LPL Financial
California
$215K +$200K +5,260 New
Cerity Partners
248
Cerity Partners
New York
$209K +$194K +5,111 New
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$207K +$192K +5,061 New
LSA
250
Leonteq Securities AG
Switzerland
$204K +$106K +2,800 +127%

NVST Hedge Fund Activity: Q1 2023 in Review

316 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q1 2023, worth a combined $7.59B — up 26% from $6.01B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of NVST and 43 opened new positions — a net loss of 14 holders — while 119 trimmed existing stakes and 116 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $89.8M. The largest seller was Boston Partners, cutting an estimated $171M.

  • 316 institutional investors held Envista (NVST) as of Q1 2023, down from 333 in Q4 2022.
  • Funds reported $7.59B of Envista stock for Q1 2023, up 26% quarter-over-quarter.
  • 43 funds opened new Envista positions in Q1 2023 and 57 closed out, a net change of -14 holders.
  • The largest Envista buyer in Q1 2023 was Eminence Capital, an estimated $89.8M added.
  • The largest Envista seller in Q1 2023 was Boston Partners, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2023.