We are live on ! Find out more
NVST icon

Envista

333 hedge funds and large institutions have $6.01B invested in Envista in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $31M | Put options by funds: $11M

40% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 97

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

3% more funds holding

Funds holding: 324333 (+9)

0.77% less ownership

Funds ownership: 113.61%112.84% (-0.77%)

1% less capital invested

Capital invested by funds: $6.08B → $6.01B (-$70.7M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
333
Holders Change
+9
Holders Change %
+2.78%
% of All Funds
5.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
50
Increased
136
Reduced
97
Closed
36
Calls
$31M
Puts
$11M
Net Calls
+$20M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$3.3K +$1.88K +55 +128%
IA
302
IFP Advisors
Florida
$3K -$2.94K -86 -40%
ASN
303
Advisory Services Network
Georgia
$2.73K +$2.77K +81 New
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$2.56K
QL
305
Quarry LP
New York
$2.26K +$2.29K +67 New
BIA
306
Bell Investment Advisors
California
$2.22K +$1.37K +40 +154%
NSB
307
Norway Savings Bank
Maine
$1.99K
LC
308
Lindbrook Capital
California
$1.99K +$2.02K +59 New
SC
309
Schubert & Co
Texas
$1.85K -$1.09K -32 -37%
WT
310
Washington Trust
Rhode Island
$1.75K +$376 +11 +27%
RCM
311
Raleigh Capital Management
North Carolina
$1.45K -$1.71K -50 -54%
SPIA
312
Steward Partners Investment Advisory
New York
$1.31K -$11.1K -325 -89%
TFA
313
Toth Financial Advisory
Virginia
$1.31K
RFG
314
RFP Financial Group
Georgia
$1.28K +$1.3K +38 New
QCG
315
Quadrant Capital Group
Ohio
$1.25K +$1.03K +30 +429%
AF
316
Allworth Financial
California
$1.18K +$889 +26 +289%
SIC
317
SJS Investment Consulting
Ohio
$1.15K
APF
318
Alaska Permanent Fund
Alaska
$1K
BHWM
319
Bay Harbor Wealth Management
Maryland
$1K
PTC
320
Private Trust Company
Ohio
$1K +$616 +18 New
SWA
321
Sutton Wealth Advisors
Florida
$976 -$103 -3 -9%
PA
322
Parallel Advisors
California
$943 +$308 +9 +47%
DI
323
Disciplined Investments
Oklahoma
$842 +$410 +12 +92%
GRP
324
Global Retirement Partners
California
$842 +$513 +15 +150%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$808 -$2.22K -65 -73%

NVST Hedge Fund Activity: Q4 2022 in Review

333 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q4 2022, worth a combined $6.01B — down 1.2% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NVST positions and 36 closed out — a net gain of 14 holders — while 136 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $443M. The largest seller was Fidelity Investments, cutting an estimated $131M.

  • 333 institutional investors held Envista (NVST) as of Q4 2022, up from 324 in Q3 2022.
  • Funds reported $6.01B of Envista stock for Q4 2022, down 1.2% quarter-over-quarter.
  • 50 funds opened new Envista positions in Q4 2022 and 36 closed out, a net change of +14 holders.
  • The largest Envista buyer in Q4 2022 was Morgan Stanley, an estimated $443M added.
  • The largest Envista seller in Q4 2022 was Fidelity Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.