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Envista
NVST

319 hedge funds and large institutions have $4.82B invested in Envista in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 71 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 71

28% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $2.44M

12% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 69

9.53% more ownership

Funds ownership: 107.4% → 116.94% (+9.5%)

1% more funds holding

Funds holding: 316 → 319 (+3)

2% less capital invested

Capital invested by funds: $4.91B → $4.82B (-$83.1M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
77
Increased
144
Reduced
71
Closed
69
Calls
$3.11M
Puts
$2.44M
Net Calls
+$674K
Net Calls Change
+$2.03M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$447M
2
NI
Nuance Investments
Missouri
+$85M
3
Marshall Wace
Marshall Wace
United Kingdom
+$54.9M
4
RRAM
River Road Asset Management
Kentucky
+$54.6M
5
Franklin Resources
Franklin Resources
California
+$49.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$151M
2
Lazard Asset Management
Lazard Asset Management
New York
-$149M
3
GCM
Gates Capital Management
New York
-$69.2M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
-$53M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$44.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Impax Asset Management Group
326
Impax Asset Management Group
United Kingdom
– -$8.36M -300,000 Closed
TAM
327
Taurus Asset Management
New York
– -$4.48M -160,666 Closed
IHAM
328
Integral Health Asset Management
New York
– -$4.18M -150,000 Closed
PC
329
Pavadi Capital
New York
– -$3.72M -133,299 Closed
DT
330
Diversified Trust
Tennessee
– -$3.6M -129,147 Closed
Point72 Asset Management
331
Point72 Asset Management
Connecticut
– -$3.47M -124,306 Closed
ECM
332
Element Capital Management
New York
– -$3.4M -122,005 Closed
NC
333
NBW Capital
Massachusetts
– -$2.73M -97,886 Closed
CAM
334
Congress Asset Management
Massachusetts
– -$2.67M -95,739 Closed
HI
335
Handelsinvest Investeringsforvaltning
Denmark
– -$2.51M -90,000 Closed
EW
336
Evoke Wealth
California
– -$2.27M -81,262 Closed
WCA
337
Waratah Capital Advisors
Ontario, Canada
– -$1.81M -64,982 Closed
Assenagon Asset Management
338
Assenagon Asset Management
Luxembourg
– -$1.68M -60,150 Closed
ACM
339
Aquatic Capital Management
Illinois
– -$1.42M -50,900 Closed
CWM
340
Congress Wealth Management
Massachusetts
– -$1.34M -48,117 Closed
CP
341
CenterBook Partners
Connecticut
– -$1.33M -47,638 Closed
SO
342
STRS Ohio
Ohio
– -$1.31M -46,989 Closed
KCM
343
Kornitzer Capital Management
Kansas
– -$1.08M -38,810 Closed
Teacher Retirement System of Texas
344
Teacher Retirement System of Texas
Texas
– -$1.03M -37,117 Closed
Nordea Investment Management
345
Nordea Investment Management
Sweden
– -$991K -35,143 Closed
GT
346
Glenmede Trust
Pennsylvania
– -$961K -34,471 Closed
TC
347
TownSquare Capital
Utah
– -$872K -31,282 Closed
PI
348
PEAK6 Investments
Illinois
– -$848K -30,412 Closed
DA
349
Duality Advisers
Florida
– -$819K -29,388 Closed
AG
350
Algert Global
California
– -$748K -26,820 Closed
12 13
14
15 16

NVST Hedge Fund Activity: Q4 2023 in Review

319 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Envista (NVST) for Q4 2023, worth a combined $4.82B — down 1.7% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new NVST positions and 69 closed out — a net gain of 8 holders — while 144 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $447M. The largest seller was Fidelity Investments, cutting an estimated $151M.

  • 319 institutional investors held Envista (NVST) as of Q4 2023, up from 316 in Q3 2023.
  • Funds reported $4.82B of Envista stock for Q4 2023, down 1.7% quarter-over-quarter.
  • 77 funds opened new Envista positions in Q4 2023 and 69 closed out, a net change of +8 holders.
  • The largest Envista buyer in Q4 2023 was Morgan Stanley, an estimated $447M added.
  • The largest Envista seller in Q4 2023 was Fidelity Investments, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2023.