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Envista

324 hedge funds and large institutions have $7.18B invested in Envista in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

20% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 106

0.44% more ownership

Funds ownership: 107.51%107.95% (+0.44%)

3% less capital invested

Capital invested by funds: $7.41B → $7.18B (-$226M)

3% less funds holding

Funds holding: 334324 (-10)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

66% less call options, than puts

Call options by funds: $5.72M | Put options by funds: $16.8M

Holders
324
Holders Change
-10
Holders Change %
-2.99%
% of All Funds
5.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
34
Increased
127
Reduced
106
Closed
39
Calls
$5.72M
Puts
$16.8M
Net Calls
-$11M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
251
LPL Financial
California
$249K -$27.3K -648 -10%
Bessemer Group
252
Bessemer Group
New Jersey
$225K
FA
253
FDx Advisors
Illinois
$218K +$2.45K +58 +1%
VAS
254
Vestmark Advisory Solutions
Massachusetts
$217K -$970 -23 -0.4%
VCA
255
Verdence Capital Advisors
Maryland
$211K -$13.5K -319 -6%
ST
256
Smithfield Trust
Pennsylvania
$211K +$4.64K +110 +2%
FIM
257
Freedom Investment Management
Connecticut
$211K +$7.55K +179 +4%
HIM
258
Hotaling Investment Management
Pennsylvania
$205K +$206K +4,896 New
IAA
259
Independent Advisor Alliance
North Carolina
$204K -$246K -5,825 -54%
CI
260
Cigna Investments
Connecticut
$202K -$4.22K -100 -2%
SKK
261
Shepherd Kaplan Krochuk
Massachusetts
$201K -$8.43K -200 -4%
PHK
262
Point72 Hong Kong
Hong Kong
$199K +$201K +4,770 New
PCG
263
Private Capital Group
Connecticut
$193K +$25.9K +613 +15%
APA
264
American Portfolios Advisors
New York
$152K +$137K +3,257 +855%
CCA
265
Column Capital Advisors
Indiana
$135K -$10.2K -241 -7%
BG
266
Bollard Group
Massachusetts
$132K
S
267
SignatureFD
Georgia
$126K +$127K +3,000 +12,000%
SOW
268
State of Wyoming
Wyoming
$106K +$26.1K +619 +32%
FF
269
FourThought Financial
Florida
$95K -$717 -17 -0.7%
NFG
270
Next Financial Group
Texas
$95K +$96.1K +2,278 New
PCH
271
Polar Capital Holdings
United Kingdom
$92.6K +$70.1M +1,661,384 +300%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$86K +$1.43K +34 +2%
CMBA
273
C.M. Bidwell & Associates
Hawaii
$84K -$1.69K -40 -2%
EBA
274
Eagle Bay Advisors
New York
$76K +$38K +900 +100%
HFM
275
Harvest Fund Management
China
$75K

NVST Hedge Fund Activity: Q3 2021 in Review

324 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q3 2021, worth a combined $7.18B — down 3.1% from $7.41B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NVST and 34 opened new positions — a net loss of 5 holders — while 106 trimmed existing stakes and 127 added.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was T. Rowe Price Associates, cutting an estimated $306M.

  • 324 institutional investors held Envista (NVST) as of Q3 2021, down from 334 in Q2 2021.
  • Funds reported $7.18B of Envista stock for Q3 2021, down 3.1% quarter-over-quarter.
  • 34 funds opened new Envista positions in Q3 2021 and 39 closed out, a net change of -5 holders.
  • The largest Envista buyer in Q3 2021 was Bank of America, an estimated $135M added.
  • The largest Envista seller in Q3 2021 was T. Rowe Price Associates, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2021.