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Envista

321 hedge funds and large institutions have $6.17B invested in Envista in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $7.71M | Put options by funds: $3.43M

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

2% more funds holding

Funds holding: 316321 (+5)

2.35% less ownership

Funds ownership: 113.79%111.43% (-2.4%)

19% less capital invested

Capital invested by funds: $7.59B → $6.17B (-$1.42B)

24% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 129

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
321
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
52
Increased
98
Reduced
129
Closed
46
Calls
$7.71M
Puts
$3.43M
Net Calls
+$4.28M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$2.44K +$1.41K +40 +125%
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$2.37K
SPIA
303
Steward Partners Investment Advisory
New York
$2.33K +$1.06K +30 +77%
US Bancorp
304
US Bancorp
Minnesota
$2.2K -$12.7K -359 -85%
LC
305
Lindbrook Capital
California
$2.13K -$1.55K -44 -41%
QCG
306
Quadrant Capital Group
Ohio
$1.9K -$6.17K -175 -76%
WT
307
Washington Trust
Rhode Island
$1.76K
AF
308
Allworth Financial
California
$1.39K +$318 +9 +28%
TFA
309
Toth Financial Advisory
Virginia
$1.32K
RFG
310
RFP Financial Group
Georgia
$1.29K
PFBT
311
Parkside Financial Bank & Trust
Missouri
$1.25K
SIC
312
SJS Investment Consulting
Ohio
$1.19K -$318 -9 -20%
DI
313
Disciplined Investments
Oklahoma
$1.12K -$71 -2 -6%
PWMG
314
Prestige Wealth Management Group
New Jersey
$1.08K -$3.99K -113 -78%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$1.01K -$1.94K -55 -65%
BTI
316
Blue Trust Inc
Georgia
$1K -$36.8K -1,044 -98%
Toronto Dominion Bank
317
Toronto Dominion Bank
Ontario, Canada
$1K +$564 +16 New
AF
318
Advisornet Financial
Minnesota
$880 -$600 -17 -40%
WB
319
Webster Bank
Connecticut
$372 -$71 -2 -15%
HNB
320
Huntington National Bank
Ohio
$34 -$19.9K -565 -100%
Comerica Bank
321
Comerica Bank
Texas
$1 +$1.35M +38,314 New
Barrow, Hanley, Mewhinney & Strauss
322
Barrow, Hanley, Mewhinney & Strauss
Texas
-$74.8M -1,830,575 Closed
Adage Capital Partners
323
Adage Capital Partners
Massachusetts
-$12.2M -297,278 Closed
Twin Tree Management
324
Twin Tree Management
Texas
-$8.61M -210,551 Closed
Holocene Advisors
325
Holocene Advisors
New York
-$4.34M -106,117 Closed

NVST Hedge Fund Activity: Q2 2023 in Review

321 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q2 2023, worth a combined $6.17B — down 19% from $7.59B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NVST positions and 46 closed out — a net gain of 6 holders — while 98 added to existing stakes and 129 trimmed.

The largest buyer was Harris Associates, adding an estimated $143M. The largest seller was Boston Partners, cutting an estimated $86.2M.

  • 321 institutional investors held Envista (NVST) as of Q2 2023, up from 316 in Q1 2023.
  • Funds reported $6.17B of Envista stock for Q2 2023, down 19% quarter-over-quarter.
  • 52 funds opened new Envista positions in Q2 2023 and 46 closed out, a net change of +6 holders.
  • The largest Envista buyer in Q2 2023 was Harris Associates, an estimated $143M added.
  • The largest Envista seller in Q2 2023 was Boston Partners, an estimated $86.2M sold.

Based on aggregated 13F filings for Q2 2023.