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Envista

292 hedge funds and large institutions have $3.15B invested in Envista in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $886K

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

2.61% more ownership

Funds ownership: 107.57%110.18% (+2.6%)

3% less funds holding

Funds holding: 302292 (-10)

20% less capital invested

Capital invested by funds: $3.95B → $3.15B (-$799M)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
136
Reduced
100
Closed
38
Calls
$2.14M
Puts
$886K
Net Calls
+$1.26M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$8.31K -$5.29K -280 -36%
PA
252
Parallel Advisors
California
$8.23K +$661 +35 +8%
SPIA
253
Steward Partners Investment Advisory
New York
$7.45K
EBA
254
Eagle Bay Advisors
New York
$6.65K -$12.3K -650 -62%
Jones Financial Companies
255
Jones Financial Companies
Missouri
$6.5K +$737 +39 +11%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$5.56K -$73.6K -3,893 -92%
FFA
257
Frazier Financial Advisors
Ohio
$5.3K
PFBT
258
Parkside Financial Bank & Trust
Missouri
$5.22K +$1.68K +89 +40%
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$5K -$435 -23 -7%
EC
260
EntryPoint Capital
New York
$4.69K -$214K -11,352 -98%
TIM
261
Tortoise Investment Management
New York
$4.36K
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.26K -$762K -40,324 -99%
FFA
263
Farther Finance Advisors
California
$4.12K +$3.5K +185 +261%
OC
264
Oakworth Capital
Alabama
$3.96K +$4.5K +238 New
PS
265
Principal Securities
Iowa
$3.63K +$869 +46 +27%
QC
266
Quent Capital
New York
$3.21K -$378 -20 -9%
GRP
267
Global Retirement Partners
California
$2.66K +$1.66K +88 +122%
AAP
268
Arax Advisory Partners
Colorado
$2.63K +$2.98K +158 New
UB
269
UMB Bank
Missouri
$2.01K +$1.36K +72 +147%
S
270
Sachetta
Massachusetts
$1.91K +$1.55K +82 +265%
SAM
271
Smartleaf Asset Management
Massachusetts
$1.3K -$151 -8 -9%
AF
272
Advisornet Financial
Minnesota
$1.3K +$624 +33 +73%
BGAI
273
Bruce G. Allen Investments
Colorado
$1.26K +$416 +22 +41%
WPA
274
West Paces Advisors
Georgia
$1.21K
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$1.16K

NVST Hedge Fund Activity: Q2 2024 in Review

292 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q2 2024, worth a combined $3.15B — down 20% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NVST and 29 opened new positions — a net loss of 9 holders — while 100 trimmed existing stakes and 136 added.

The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $79M. The largest seller was Morgan Stanley, cutting an estimated $55.9M.

  • 292 institutional investors held Envista (NVST) as of Q2 2024, down from 302 in Q1 2024.
  • Funds reported $3.15B of Envista stock for Q2 2024, down 20% quarter-over-quarter.
  • 29 funds opened new Envista positions in Q2 2024 and 38 closed out, a net change of -9 holders.
  • The largest Envista buyer in Q2 2024 was Jupiter Asset Management, an estimated $79M added.
  • The largest Envista seller in Q2 2024 was Morgan Stanley, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2024.