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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
EW
301
Evoke Wealth
California
$7K
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$6K -$730K -17,317 -99%
BIA
303
Bell Investment Advisors
California
$6K +$5.82K +138 New
CFA
304
Cahill Financial Advisors
Minnesota
$6K +$6.2K +147 New
IRAG
305
Investment Research & Advisory Group
Georgia
$5K
ADL
306
Asset Dedication LLC
California
$5K +$4.93K +117 New
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.18K +$4.22K +100 New
CWP
308
Concord Wealth Partners
Virginia
$4K
Jones Financial Companies
309
Jones Financial Companies
Missouri
$4K
JPLA
310
Joseph P. Lucia & Associates
New York
$3K
CTC
311
Central Trust Company
Missouri
$2K -$18.8K -446 -90%
BHWM
312
Bay Harbor Wealth Management
Maryland
$2K
ME
313
McIlrath & Eck
Washington
$2K
NSB
314
Norway Savings Bank
Maine
$2K
TFA
315
Toth Financial Advisory
Virginia
$2K
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$1K
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$1K
PA
318
Parallel Advisors
California
$1K
VCM
319
Versant Capital Management
Arizona
$1K
US Bancorp
320
US Bancorp
Minnesota
$1K +$843 +20 New
CFO
321
CVA Family Office
Colorado
$1K +$1.22K +29 +290%
TG
322
TCW Group
California
$600 -$92.6K -2,195 -13%
SCM
323
Sandler Capital Management
New York
-$7.29M -168,794 Closed
Wellington Management Group
324
Wellington Management Group
Massachusetts
-$6.08M -140,695 Closed
TCM
325
Thames Capital Management
New Jersey
-$5.44M -125,818 Closed

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.